Best Taxsavings Podcasts (2024)

1
The Analog Advantage 9:06

2h ago9:06

9:06

In this episode, Shannon explores "The Analog Advantage," delving into the irreplaceable value of human connection amid our increasingly automated world. Reflecting on a conversation with her mentor, Mel Abraham, Shannon addresses how over-reliance on automation may erode the personal touch crucial for client satisfaction. Shannon shares how her te…

1
Expanding Your Worth: Beyond Saving 15:59

1h ago15:59

15:59

In today's episode, we dive deep into the mindset shift you need to transition from merely saving to truly expanding your worth. It's not just about tax strategies but about taking risks, growing your business, and prioritizing your goals beyond just cutting costs. Whether you're contemplating relocating for tax benefits or struggling with the bala…

1
Pressure-Free Sales Strategies with Christine Corcoran 31:39

4h ago31:39

31:39

In this episode with Christine Corcoran, Shannon explores effective, non-pushy ways to sell high-ticket services, those valued over $1,000. Christine discusses feminine sales approaches, emphasizing value communication and addressing client uncertainties. They delve into the importance of understanding client needs, creating genuine connections, an…

1
How to Turn Sales Into an Inviting Experience with Christine Corcoran 17:50

3d ago17:50

17:50

Today, we're joined by Christine Corcoran, a high-ticket sales strategist and business mindset coach. Christine combines her expertise in neuro-linguistic programming (NLP) and sales psychology to help women sell confidently and authentically. In this episode, we dive into transforming the often daunting sales process into an inviting experience. C…

1
Why You Want to Avoid Tax Extensions 12:12

3d ago12:12

12:12

In today's episode, we'll dive into a topic that affects many business owners around this time of year: tax extensions. We'll explore why you might want to avoid them, the hidden costs and delays they bring, and how proactive planning can set you up for success. Whether you're an entrepreneur who procrastinates or someone looking to streamline your…

1
Simplifying Sales Strategy 10:55

6d ago10:55

10:55

In this episode, Shannon delves into simplifying sales strategy for entrepreneurs. She emphasizes the importance of focusing on two key elements among quality, speed, and price, rather than trying to achieve all three simultaneously. Listeners will learn how to align their sales strategy with their brand and attract the right customers by honing in…

1
Mastering Abundance Mindset 13:59

36m ago13:59

13:59

In this episode, Shannon reflects on the importance of maintaining an abundance mindset as an entrepreneur, even during financial struggles. She shares insights from a recent experience in a business networking group and provides tips on how to attract ideal clients by focusing on providing value rather than showcasing desperation. Shannon emphasiz…

1
Financial Planning Basics for Personal Wealth with Drew Faloon 28:15

2d ago28:15

28:15

In today’s episode, we're diving into the essentials of financial planning for personal wealth with our expert guest, Drew Faloon, a certified financial planner (CFP). We're building on yesterday’s discussion about taking a step back from the hustle, reflecting on your core values, and letting those guide your wealth journey. Drew and I will break …

1
Slow Down to Speed Up Your Wealth Journey with Drew Faloon 21:48

3d ago21:48

21:48

Today's episode is all about learning why sometimes you need to slow down in order to speed up your wealth growth. Joining us is my friend and certified financial planner, Drew Faloon from Intrepid Wealth Partners. Drew brings a wealth of experience and a passion for helping entrepreneurs and trailblazers build a prosperous life by focusing on hone…

1
How to Set Goals and KPIs 13:43

2h ago13:43

13:43

In today's episode, we're diving into goal setting and key performance indicators (KPIs)—two concepts that often get misinterpreted and poorly implemented. We'll explore how to break down these abstract terms into actionable steps, how to set realistic yet ambitious goals, and how to measure your progress through effective KPIs. Whether you're aimi…

1
Lowering Your Price to Sell More? 11:59

6d ago11:59

11:59

Today, we're diving into a topic many business owners grapple with: the idea of lowering your price to boost sales. We'll explore why this may not be the go-to solution and look at smarter strategies to grow your customer base without sacrificing your profits. From analyzing objections to leveraging customer referrals, get ready for a deep dive int…

1
Where Are the Best Places to Look to Find Cost Savings? 14:53

2h ago14:53

14:53

In this episode, Shannon shares her frameworks for finding cost savings in your business. She explains how to evaluate your fixed costs, ensure a healthy ROI on expenses like marketing, and cautions against over-focusing on tax savings while ignoring core cash flow issues. Shannon also prompts you to reflect on why cost-cutting is a priority for yo…

1
Using a Simple Approach to Building Wealth with Tess Waresmith 28:33

3h ago28:33

28:33

Welcome back to part two of our enlightening conversation with investing educator Tess Waresmith! In this episode, Tess and Shannon continue their deep dive into the world of investing for entrepreneurs. Tess shares her insights on how to start investing, even if you feel like you don't have extra cash flow. She breaks down the power of compound in…

1
Adopting an Investor Mindset with Tess Waresmith 21:12

8h ago21:12

21:12

Are you ready to start thinking like an investor? In today's episode, we're joined by special guest Tess Waresmith, an investing educator and founder of Wealth with Tess. Tess is on a mission to empower people, especially women, to take control of their finances through simple investing strategies. Tess shares her personal journey of overcoming cos…

1
How to Make Spending Decisions 15:03

3h ago15:03

15:03

In this episode, Shannon dives into the concept of "business macros" and how entrepreneurs can make smarter spending decisions by categorizing expenses into three key areas: acquisition, fulfillment, and operations. Drawing insightful parallels between nutritional macronutrients and business expenses, Shannon shares practical advice on effectively …

1
How to Keep Employees Loyal 14:45

1h ago14:45

14:45

In this episode, Shannon explores how entrepreneurs can cultivate genuine employee loyalty. She emphasizes the importance of creating a nurturing environment where teams feel challenged, valued, and truly enrolled in the company's mission. Shannon shares lessons on clear communication, aligning employee aspirations with company goals, and gathering…

1
What Are the 3 Things You Need to Know Before Buying a Business? 13:12

2h ago13:12

13:12

In today's episode, Shannon dives into the three critical things you need to know before buying a business - people, process and profit. When evaluating a potential business acquisition, Shannon explains, you must carefully consider the people involved. Is the owner essential to day-to-day operations or is there a strong team in place to carry on i…

1
Bringing Your Audience Into Your World Using Stories with Ashley Stahl 18:23

2h ago18:23

18:23

In today's episode, Shannon continues her conversation with Ashley Stahl, founder of Wise Whisper Agency. In part two of their discussion, Ashley dives into the tactics of delivering a memorable and impactful TEDx talk through the power of storytelling. She shares insights on what sets apart good vs. great TEDx talks, how to maximize the exposure a…

1
How to Book & Deliver a TEDx Talk with Ashley Stahl 22:24

2h ago22:24

22:24

On today's episode, we have a fascinating guest - Ashley Stahl, an entrepreneur, bestselling author, podcast host, and top 100 ranked TEDx speaker. In this episode, Ashley unpacks the secrets to booking and delivering a rock solid TEDx talk that makes an impact. She explains the key differences between TED and TEDx, and reveals that it's actually p…

1
Why You Should Tell Your Kids to Study Accounting 13:11

26d ago13:11

13:11

In this episode, Shannon makes a compelling case for why accounting is an excellent field of study that provides immense career flexibility and earning potential. While many students pursue majors based on their current passions, Shannon argues it's wiser to choose a versatile field like accounting that will provide more career options as interests…

1
Product or Experience - What is More Important? 11:40

6d ago11:40

11:40

In today’s episode, Shannon explores the debate between product quality and customer experience. She argues that while an exceptional product is important, the experience a business cultivates for its customers can be even more impactful in creating raving fans. Drawing on lessons from the hospitality industry, Shannon explains how thoughtful touch…

1
My Key Insight from "10x is Easier Than 2x" 10:19

1M ago10:19

10:19

In today's episode, Shannon dives into the insights she garnered from the book "10x is Easier Than 2x" by Dan Sullivan and Dr. Ben Hardy. Shannon experienced a game-changing revelation about optimizing her calendar, which she simply had to share. She discovered the transformative power of categorizing her days into focus days, buffer days, and free…

1
What You May Not Know About Running a Nonprofit with Stephanie Skryzowski 17:42

6d ago17:42

17:42

In today's episode, we have a special guest, the incredible Stephanie Skryzowski, founder and CEO of 100 Degrees Consulting. Join Shannon and Stephanie as they dive deep into the world of running a nonprofit. We'll explore the unique challenges and rewarding experiences of managing nonprofits, uncover essential tips on fundraising, overcoming scarc…

1
How to Financially Grow as a Nonprofit with Stephanie Skryzowski 24:35

7d ago24:35

24:35

In today's episode, we dive deep into the financial intricacies of running a nonprofit with our expert guest, Stephanie Skryzowski. As a CPA and fractional CFO specializing in the nonprofit sector, Stephanie brings a wealth of knowledge about the unique challenges and opportunities that nonprofits face. From debunking common myths about nonprofit f…

1
How to Prepare to Sell Your Business 14:39

25d ago14:39

14:39

In today's episode, we're diving into a topic that can evoke a mixture of excitement and anxiety for many business owners: preparing to sell your business. Drawing from personal experience and professional insights, I’ll share essential steps to ensure you’re ready when the time comes to make an exit. We’ll explore the importance of documenting sta…

1
Are You Overspending on Networking? 8:00

24d ago8:00

8:00

Today we're diving into a critical question that every entrepreneur needs to consider: Are you overspending on networking? While networking groups can be fantastic for business growth and connections, there's a fine line where the cost may outweigh the benefits. In this episode, we break down how to evaluate whether a networking group is worth your…

1
Strategies to Minimize Payment Processing Fees 10:14

25d ago10:14

10:14

In today's episode, we dive into a hot topic that frustrates many business owners: payment processing fees. Whether you use Stripe, Square, PayPal, or another service, those pesky 3% charges can feel like a thorn in your side. But what if we told you there’s a smarter way to look at it? We’ll explore why these fees are actually an investment in you…

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

20d 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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…

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Taxsavings Podcasts

Podcasts Worth a Listen

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