Best Financialstrategy Podcasts (2024)

1
Replacing Yourself is Easier Than You Think with Christine Nicholson 22:02

1h ago22:02

22:02

In today's continuation of our conversation with Christine Nicholson, our multi-award-winning expert in exit and succession planning, we delve deeper into the transformative process of replacing yourself in your business. Christine and I break down the statistics on why many businesses fail to sell and explore the strategic steps you can take to bu…

1
Why You Want to Give Away Control in Your Business with Christine Nicholson 37:20

5h ago37:20

37:20

Today, Shannon is joined by guest Christine Nicholson, an expert in exit and succession planning. Together, they discuss the essential transition from running day-to-day tasks to fully embracing the owner role in your business. Listen in as Shannon shares her journey from employee to fractional CFO, and Christine explains the importance of self-awa…

1
Think Twice Before Forming a Multi-Owner Business 17:19

2h ago17:19

17:19

In this episode, Shannon dives into the intricacies and potential pitfalls of forming a multi-owner business. Drawing from her experience in assisting clients through partnership buyouts and business breakups, Shannon shares invaluable advice on what to consider before committing to a multi-member LLC or partnership. She stresses the importance of …

1
The Framework for the Perfect Offer 12:54

37m ago12:54

12:54

In today's episode, we're diving deep into the framework for creating the perfect offer for your business. We'll cover everything you need to know about understanding and optimizing your profit margins without getting bogged down by complicated equations. From assessing the effort it takes to sell and fulfill your services to identifying scalable o…

1
"Wealth Unleashed" Interview with Mel Abraham 30:43

22m ago30:43

30:43

In today's episode, we're thrilled to feature a dynamic conversation between our host, Shannon, and Mel Abraham, author of "How to Build Your Money Machine." Join us as Mel emphasizes the importance of optimizing cash flows, earnings, and value to create a robust "money machine." We'll explore the crucial communication gap between business owners a…

1
Creating Clients for Life with Racheal Cook 29:33

3h ago29:33

29:33

Today, we have part two with Racheal Cook, founder of CEO Collective and host of "Promote Yourself to CEO." We're diving into client lifetime value and marketing strategies to turn clients into lifelong supporters. Racheal discusses targeting clients with varying awareness levels, offering boutique-style services, and creating a focused client expe…

1
Attract More Clients While Doing Less with Racheal Cook 24:21

1h ago24:21

24:21

Today, Shannon Weinstein sits down with Racheal Cook, an award-winning business strategist and the founder of the CEO Collective, to discuss a revolutionary approach to business growth that minimizes burnout and maximizes client attraction. Racheal shares her insights on sustainable success without sacrificing personal well-being, delving into how …

1
How You Know You Need a CFO 8:33

2h ago8:33

8:33

In today's episode, we'll delve into a critical milestone for businesses—knowing when it's time to bring a Chief Financial Officer (CFO) on board. You might think a CFO is only needed for large corporations or major financial moves, but that couldn't be further from the truth. We'll explore how a CFO can transform your day-to-day operations, align …

1
What I Learned from Getting My First Job 18:40

2h ago18:40

18:40

Today's episode is packed with personal stories, from my humble beginnings at Elon University in North Carolina to navigating the high-stakes world of accounting internships and interviews. You'll learn how networking, strategic thinking, and a little bit of hustle helped me secure a coveted position at EY in Boston. If you've ever wondered what it…

1
You Don't Actually NEED An Accountant 16:17

1h ago16:17

16:17

In today's episode, we're diving into a topic that might surprise you: "You Don't Actually NEED an Accountant." We'll explore when it's truly essential to hire an accountant and when you can manage your finances on your own. From bookkeeping basics to the role of tax professionals, we'll walk you through a hierarchy of financial needs as your busin…

1
Mastering Your Messaging with Meghan Clor 19:12

4h ago19:12

19:12

In today's show, we're diving deep into the art of mastering your messaging with Meghan Clor, co-founder of the digital marketing agency Automate Me. Join your host Shannon Weinstein as we explore how to effectively reach your ideal customer, optimize interactions, and scale your business like never before. Meghan shares her expertise on everything…

1
Avoiding Social Media Burnout with Meghan Clor 34:05

14d ago34:05

34:05

In today's episode, Shannon Weinstein and Meghan Clor dive into avoiding social media burnout while maximizing your online engagement. Meghan shares key strategies like pinning top content on Instagram, consistent posting, and intentional interactions. They discuss balancing engaging content with your business message and avoiding over-reliance on …

1
Strategies for Managing Remote Teams 14:30

30m ago14:30

14:30

Today, we're diving into strategies for managing remote teams—a topic close to my heart as my business has been fully virtual since day one. I'll share key success factors, common pitfalls, and practical tips for creating an inclusive and effective remote work environment. Whether you're navigating time zones, fostering team connections, or ensurin…

1
4 Brutally Honest Facts About Why Your Business Is Losing Money 22:09

1d ago22:09

22:09

From the truth that your business is not meant to entertain you, to the critical insight that you can't save your way to scaling, and much more, we'll explore the underlying reasons why many businesses struggle financially. Along the way, I'll share personal anecdotes, real-world examples, and actionable advice you can implement immediately. Stick …

1
When to Invest in Premium Products and Services 11:16

2d ago11:16

11:16

In today's episode, we delve into a common dilemma faced by business owners—deciding when to invest in premium products and services. We'll explore a practical three-factor framework to help you make smart spending decisions, evaluate the worth of paying for top-tier solutions, and examine whether these investments truly generate returns or simply …

1
Using Community and Personal Brand to Drive Growth with Kirsten Halik 23:28

3d ago23:28

23:28

In today's episode, Shannon continues the conversion with Kirsten Halik to delve deeper into the power of community and personal branding in business growth. They'll uncover how Kirsten's personal brand has become an integral part of her product-based company, Crowned Athletics, and how she's built an engaged community that drives customer loyalty.…

1
Embracing the Building of Your Business with Kirsten Halik 29:42

4d ago29:42

29:42

Joining us today is Kirsten Halik, founder and CEO of Crowned Athletics. Kirsten takes us through her incredible journey of launching her business, from overcoming the odds without any industry experience to building a multi-seven-figure company. We'll dive into the inspiration behind her chic activewear designs, her early challenges with manufactu…

1
Moving to a Tax-Free State - Worth it? 11:24

5d ago11:24

11:24

Today, we're diving into a hot topic many entrepreneurs and individuals are curious about: the pros and cons of moving to a tax-free state. In this episode, we'll explore the idea of relocating to states without income tax like Florida, Texas, and Nevada, and whether the tax savings truly make it worth uprooting your life. We'll dig into the potent…

1
What a Tanning Salon Taught Me About Customer Experience 15:43

8d ago15:43

15:43

In this episode, I recount my own recent experience with a local tanning salon that taught me invaluable lessons about guiding customers through every step of their journey. From pre-appointment jitters to the lack of clear instructions, this story highlights how even small improvements in customer communication can transform a service interaction.…

1
What Can a Balance Sheet Reveal About Your Business? 14:58

13d ago14:58

14:58

Today, we're diving into one of the most underappreciated yet powerful tools in your financial toolkit—the balance sheet. We'll explore how this financial statement can reveal the true health of your business, uncover potential errors, and provide insights beyond what your profit and loss statement can offer. Whether you're new to business or a sea…

1
Building Customer Onboarding & Service Processes with Alane Boyd 27:42

11d ago27:42

27:42

Today, we're diving into part two of our discussion with the brilliant Alane Boyd. In this episode, we're breaking down the nuts and bolts of building efficient customer onboarding and service processes. We'll explore a variety of successful approaches to process documentation and improvement, discuss the balance between standardization and customi…

1
Driving Value for Your Business & Defining Processes with Alane Boyd 25:28

16d ago25:28

25:28

In today's episode, hosts Shannon Weinstein and Alane Boyd dive deep into the importance of driving value for your business through process improvement and automation. Alane, a co-founder of Workday Ninja and expert in AI and operations strategy, shares her journey from scaling her social media agency to an eight-figure exit and now helping other e…

1
Should You Try to Scale Everything? 14:26

16d ago14:26

14:26

In today's episode, we're diving into the ever-popular topic of scaling. But here's the twist—I'll be discussing why you shouldn't try to scale everything in your business. From understanding the difference between scaling and operational efficiency to knowing when to focus on building genuine relationships over automation, this episode is packed w…

1
Silence These Voices In Order to Succeed 21:43

1M ago21:43

21:43

In today's episode, we'll dive deep into the three critical internal voices that could be sabotaging your entrepreneurial journey: comparison, overwhelm, and the fear of making others feel bad. I'll share personal anecdotes and strategies that have helped me—and can help you—keep these voices at bay, enabling you to focus on what's truly important …

1
Navigating Tax Rules for Digital Sales 14:42

1M ago14:42

14:42

Today's episode is all about navigating the complex landscape of tax rules for digital sales. As more and more businesses shift towards offering digital products, understanding the intricacies of sales tax becomes crucial. From the outdated NAICS codes to the pivotal Wayfair decision, we'll delve into how different states treat digital products for…

1
The Art of the Upsell with Nikki Rausch 20:28

1M ago20:28

20:28

Today, Shannon and Nikki Rausch are diving deep into the art of upselling, a critical skill for entrepreneurs striving to elevate their businesses. In this episode, Nikki shares her expertise on how to effectively use price anchoring and top-down selling to make your offers irresistible to clients. From creating curiosity to transitioning existing …

1
Sales Conversations That Convert with Nikki Rausch 34:18

1M ago34:18

34:18

Today, Shannon and Nikki Rausch dive deep into the art of sales conversations that convert. In today's episode, Shannon and Nikki explore insightful strategies to make your sales process more efficient and client-friendly, emphasize the importance of not making assumptions about your customer's willingness to invest, and discuss the true value of a…

1
This Could Be the Most Expensive Sales Mistake You Make 7:37

1M ago7:37

7:37

Today's conversation delves into a pivotal topic that many entrepreneurs face—misalignment between their sales offers and their target audience. I'll explore why your sales pipeline might be drying up, the consequences of offering high-ticket items to a mismatched audience, and the importance of ongoing market research. Plus, I'll share insights on…

1
A Shortcut to Business Travel Deductions 12:08

1M ago12:08

12:08

In today's episode, we'll dive into a topic that often complicates business finances—business travel deductions. Whether you're a solo entrepreneur or managing a team of traveling employees, keeping track of travel expenses can be daunting. But don't worry, I've got you covered. I'll be sharing a smart strategy using GSA per diem rates to simplify …

1
What Should You Know About Tax Estimates? 14:47

1M ago14:47

14:47

In today's episode, we’re diving into a crucial topic that often puzzles many business owners—tax estimates. Shannon tackles a common query from a member of CFO on Demand, addressing the challenges of paying estimated taxes throughout the year. She breaks down how to handle fluctuating income and expenses, the nuances of quarterly tax payments, and…

1
Creative and Approachable Financing Strategies for Real Estate with Laura Navaquin 20:24

1M ago20:24

20:24

In this episode, Shannon continues her conversation with real estate investor Laura Navaquin. Laura shares creative and approachable financing strategies for real estate investing, emphasizing the importance of utilizing other people's money, building a community for support, and taking consistent action to overcome hesitations and grow in the real…

1
Simplifying Real Estate Investing with Laura Navaquin 25:21

1M ago25:21

25:21

In this episode, Shannon is joined by Laura Navaquin to dive into the accessible world of real estate investing. Laura shares her journey from corporate America to successful real estate investor and mentor, emphasizing the importance of mindset and building relationships in the industry. Highlighting the strategy of wholesaling, Laura demonstrates…

1
Clearing Constraints in Your Business 11:57

1M ago11:57

11:57

Today, Shannon breaks down the importance of identifying and clearing constraints in different areas of your business, such as acquisition, fulfillment, and operations. She shares practical tips on how to pinpoint constraints, address them effectively, and involve your team in the process. Listeners are encouraged to take action by identifying cons…

1
Why You May Want a C Corp in Your Business Structure 10:21

2M ago10:21

10:21

Today, Shannon breaks down the key differences between C Corporations and S Corporations, highlighting the advantages and disadvantages of each. She explains how a C Corporation can be beneficial for certain businesses, especially when considering investors and tax strategies. Listeners are encouraged to explore C Corporations as a potential option…

1
What Should You Track in Your Books? 15:33

2M ago15:33

15:33

Today, we’re diving into a crucial yet often overlooked aspect of running a successful business: your bookkeeping. As many of you are catching up on your books from last year or transitioning to new relationships with bookkeepers and accountants, it’s vital to understand what you should be tracking and how to customize your financial records to sui…

1
Listen to This Before Creating a Partnership 20:15

2M ago20:15

20:15

Today, we're diving into a critical topic for entrepreneurs—creating a business partnership. While partnerships can be incredibly rewarding, they come with their own unique set of challenges and responsibilities that can make or break your business. In this episode, we'll explore what a partnership truly entails, from the tax implications to the im…

1
Stop Doing This to Your Customers 15:26

2M ago15:26

15:26

Today’s episode dives deep into a topic that’s crucial for anyone looking to improve their customer relationships and ultimately their bottom line. I'll be sharing three major pitfalls that can severely hinder your customer experience—pitfalls you might not even realize you're falling into. From ensuring a clear and timely sales process to creating…

1
Cash Management Strategies 11:13

2M ago11:13

11:13

In today's episode, we dive deep into various cash management strategies to help your business grow its wealth. Whether you're curious about different types of bank accounts or wondering how to make your money work harder for you, this episode will offer insights into leveraging your cash, from checking and savings accounts to high-yield savings an…

1
How to Keep High Margins as a Franchisee 11:15

2M ago11:15

11:15

In today's episode, we're diving deep into the world of franchising. Whether you're looking to franchise your own business or thinking about purchasing one, there's a lot to unpack. I’ve had numerous chats with franchise business owners and even the founder of Squeeze, Brittany Driscoll, to shed light on both sides of franchising. From the hefty up…

1
How Do You Build a Business with an Exit Strategy in Mind? 10:44

2M ago10:44

10:44

Today, we're diving into a transformative topic: Building a Business with an Exit Strategy in Mind. Even if selling your business seems like a distant thought, planning for its eventual sale can shape a more robust and self-sustaining enterprise. Join me, Shannon Weinstein, as I discuss the importance of creating sellable processes, establishing re…

1
Creating a Memorable Customer Experience with Brittany Driscoll 29:50

2M ago29:50

29:50

Today we’re continuing our conversion with Brittany, who transitioned from marketing guru to entrepreneur with her innovative massage business, Squeeze, shares invaluable insights on making each customer feel special and valued. We discuss how integrating unique elements like champagne into traditional settings, such as tax offices, could redefine …

1
Building a Scalable Franchise Model with Brittany Driscoll 23:13

2M ago23:13

23:13

Today’s episode is particularly exciting as we're joined by Brittany Driscoll, the co-founder and CEO of Squeeze, an innovative massage franchise changing the way people experience wellness. Brittany will share her journey from her days with Drybar to launching Squeeze right on the cusp of the pandemic. We’ll explore the challenges and victories of…

1
What They Never Tell You About Depreciation 9:01

2M ago9:01

9:01

In today's episode, we're diving into one of the less talked about aspects of tax deductions: depreciation, and specifically, depreciation recapture. We'll unravel the intricacies of bonus depreciation and Section 179, and reveal why these strategies might seem like tax eliminators but are often just tax deferrals. Plus, you'll learn how selling yo…

1
How to Deduct Self-Employed Health Insurance Premiums 10:40

2M ago10:40

10:40

In today's episode, we'll be tackling a crucial topic for those of you who have transitioned from being employees to becoming self-employed or small business owners—deducting self-employed health insurance premiums. Navigating the intricacies of health insurance as an entrepreneur can be daunting, especially when it comes to tax deductions. We'll b…

1
Leaning Into a Profitable Purpose (from the ULTRA Life Podcast) 58:58

2M ago58:58

58:58

Today’s episode features Shannon on The Ultra Life Podcast, hosted by Samantha Nivens. Shannon shares her transformative journey from corporate America to entrepreneurial success, starting with her surprising introduction to accounting, pivoted by a bet with her father. Discover how pivotal moments, including personal challenges and a significant b…

1
Ditch the Excuses and Create Growth Through Accountability with Chris Goodman 44:29

2M ago44:29

44:29

Today, we're thrilled to have Chris Goodman back on the show, a seasoned life and business coach dedicated to shaping high performers. In this episode, we explore the often unseen struggles entrepreneurs face, and how reorienting their mindset can lead to significant breakthroughs in both life and business. We'll uncover how trust and accountabilit…

1
If I Started Over, Here's What I Would Do First 12:53

2M ago12:53

12:53

In today's episode, Shannon takes on a frequently asked question: what would she do if she had to start her business all over again from scratch? Drawing from her extensive experience as a CPA and business owner, Shannon shares key strategies she would prioritize, such as focusing on solving clients' problems over educating them and refining her pr…

1
Takeaways from Steps for Success with Junior Achievement 12:19

2M ago12:19

12:19

In today’s episode, Shannon dives deep into a heartwarming collaboration with Junior Achievement. Shannon shares her inspiring journey of sponsoring the "Steps for Success" program, which provides crucial financial education to local students. Join us as Shannon recounts the enthusiastic participation of these young minds eager to learn about savin…

1
Not Having This Can Ruin the Sale of Your Business 9:27

2M ago9:27

9:27

Today, Shannon connects the dots between pristine bookkeeping and securing the best possible deal when selling your business. We'll explore why understanding your financial statements isn’t just about ticking boxes for tax purposes but is a powerful tool in evaluating the true worth of your money-making venture. Whether you're eyeing that exit or j…

1
Discovering the Untapped Blue Oceans in Your Market 11:44

2M ago11:44

11:44

Today, Shannon will take you on a journey from the bustling streets of Boston to the serene coastline of Guanacaste, Costa Rica, exploring the boundless potential of untapped markets. Shannon shares captivating personal stories and key insights on identifying blue ocean opportunities—markets ripe for innovation and free from fierce competition, cre…

Podcasts Worth a Listen

Financialstrategy Podcasts

Podcasts Worth a Listen

Quick Reference Guide