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Exploring Alternative Investment Strategies with Fred Moskowitz

24 Sep 2024

Contributed by Lukas

In today's episode, we're exploring alternative investment strategies with special guest Fred Moskowitz, an expert in mortgage note investing. Fred an...

Acquire Cheaper and Better Customers (Financial Priority Formula Part 3)

23 Sep 2024

Contributed by Lukas

In today's episode, we're wrapping up our series on the Financial Priority Formula with Part 3. Shannon dives deep into the metrics that can help you ...

Maximize Profit and Cash Flow (Financial Priority Formula Part 2)

20 Sep 2024

Contributed by Lukas

On today's episode, Shannon dives into part two of our Financial Priority Formula as we explore how to maximize profit and cash flow for your business...

Simple S Corp Salary Guide for Beginners

19 Sep 2024

Contributed by Lukas

Today, Shannon breaks down how S Corporation owners can determine what to pay themselves as a reasonable salary. Shannon simplifies this complex topic...

Using Your Money Story to Grow with Bob Wheeler

18 Sep 2024

Contributed by Lukas

In today's episode, Shannon sits down with Bob Wheeler, CFO, CPA, and host of "The Money Nerve," to discuss the power of your money story in personal ...

Making Fun While Making Money with Comedy Store CFO Bob Wheeler

17 Sep 2024

Contributed by Lukas

In today's chat, we dive into the world of comedy and finance with a truly unique guest, Bob Wheeler. Bob isn't your average CPA; he's also the CFO of...

Start with This Financial Metric (Financial Priority Formula Part 1)

16 Sep 2024

Contributed by Lukas

Today's episode marks the beginning of a compelling multi-part series on the Financial Priority Formula. In this first installment, Shannon unveils a ...

September 15 Deadline Approaching - What to Do

13 Sep 2024

Contributed by Lukas

In today's episode, Shannon addresses a timely and critical topic — the upcoming September 15 tax deadline. This episode is especially important for...

How Healthy Is Your Business? (Appearance on Next Level Life Podcast)

12 Sep 2024

Contributed by Lukas

In today's episode, Shannon shares her recent guest appearance on Christine Corcoran's podcast, "Next Level Life." During the episode, Shannon and Chr...

How to Recognize Financial Fear and Defeat It with Justin Buonomo

11 Sep 2024

Contributed by Lukas

Today, Shannon delves into the essential topic of financial fear—what it is, how it manifests, and how to conquer it. She is joined by Justin Buonom...

Mapping Your Own Journey to Financial Freedom with Justin Buonomo

10 Sep 2024

Contributed by Lukas

In this episode, Shannon chats with Justin Buonomo, the CEO and Founder of Journey to Financial Freedom. Justin shares his personal journey from exper...

Don't Stop Playing the Long Game

09 Sep 2024

Contributed by Lukas

In today's episode, Shannon emphasizes the importance of focusing on sustainable growth rather than quick wins. She explains how comparing your progre...

The Analog Advantage

06 Sep 2024

Contributed by Lukas

In this episode, Shannon explores "The Analog Advantage," delving into the irreplaceable value of human connection amid our increasingly automated wor...

Expanding Your Worth: Beyond Saving

05 Sep 2024

Contributed by Lukas

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 t...

Pressure-Free Sales Strategies with Christine Corcoran

04 Sep 2024

Contributed by Lukas

In this episode with Christine Corcoran, Shannon explores effective, non-pushy ways to sell high-ticket services, those valued over $1,000. Christine ...

How to Turn Sales Into an Inviting Experience with Christine Corcoran

03 Sep 2024

Contributed by Lukas

Today, we're joined by Christine Corcoran, a high-ticket sales strategist and business mindset coach. Christine combines her expertise in neuro-lingui...

Why You Want to Avoid Tax Extensions

02 Sep 2024

Contributed by Lukas

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 wa...

Simplifying Sales Strategy

30 Aug 2024

Contributed by Lukas

In this episode, Shannon delves into simplifying sales strategy for entrepreneurs. She emphasizes the importance of focusing on two key elements among...

Mastering Abundance Mindset

29 Aug 2024

Contributed by Lukas

In this episode, Shannon reflects on the importance of maintaining an abundance mindset as an entrepreneur, even during financial struggles. She share...

Financial Planning Basics for Personal Wealth with Drew Faloon

28 Aug 2024

Contributed by Lukas

In today's episode, we're diving into the essentials of financial planning for personal wealth with our expert guest, Drew Faloon, a certified financi...

Slow Down to Speed Up Your Wealth Journey with Drew Faloon

27 Aug 2024

Contributed by Lukas

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 certifi...

How to Set Goals and KPIs

26 Aug 2024

Contributed by Lukas

In today's episode, we're diving into goal setting and key performance indicators (KPIs)—two concepts that often get misinterpreted and poorly imple...

Lowering Your Price to Sell More?

23 Aug 2024

Contributed by Lukas

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 ...

Where Are the Best Places to Look to Find Cost Savings?

22 Aug 2024

Contributed by Lukas

In this episode, Shannon shares her frameworks for finding cost savings in your business. She explains how to evaluate your fixed costs, ensure a heal...

Using a Simple Approach to Building Wealth with Tess Waresmith

21 Aug 2024

Contributed by Lukas

Welcome back to part two of our enlightening conversation with investing educator Tess Waresmith! In this episode, Tess and Shannon continue their dee...

Adopting an Investor Mindset with Tess Waresmith

20 Aug 2024

Contributed by Lukas

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 ...

How to Make Spending Decisions

19 Aug 2024

Contributed by Lukas

In this episode, Shannon dives into the concept of "business macros" and how entrepreneurs can make smarter spending decisions by categorizing expense...

How to Keep Employees Loyal

16 Aug 2024

Contributed by Lukas

In this episode, Shannon explores how entrepreneurs can cultivate genuine employee loyalty. She emphasizes the importance of creating a nurturing envi...

What Are the 3 Things You Need to Know Before Buying a Business?

15 Aug 2024

Contributed by Lukas

In today's episode, Shannon dives into the three critical things you need to know before buying a business - people, process and profit.   When evalu...

Bringing Your Audience Into Your World Using Stories with Ashley Stahl

14 Aug 2024

Contributed by Lukas

In today's episode, Shannon continues her conversation with Ashley Stahl, founder of Wise Whisper Agency. In part two of their discussion, Ashley dive...

How to Book & Deliver a TEDx Talk with Ashley Stahl

13 Aug 2024

Contributed by Lukas

On today's episode, we have a fascinating guest - Ashley Stahl, an entrepreneur, bestselling author, podcast host, and top 100 ranked TEDx speaker. In...

Why You Should Tell Your Kids to Study Accounting

12 Aug 2024

Contributed by Lukas

In this episode, Shannon makes a compelling case for why accounting is an excellent field of study that provides immense career flexibility and earnin...

Product or Experience - What is More Important?

09 Aug 2024

Contributed by Lukas

In today's episode, Shannon explores the debate between product quality and customer experience. She argues that while an exceptional product is impor...

My Key Insight from "10x is Easier Than 2x"

08 Aug 2024

Contributed by Lukas

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 expe...

What You May Not Know About Running a Nonprofit with Stephanie Skryzowski

07 Aug 2024

Contributed by Lukas

In today's episode, we have a special guest, the incredible Stephanie Skryzowski, founder and CEO of 100 Degrees Consulting. Join Shannon and Stephani...

How to Financially Grow as a Nonprofit with Stephanie Skryzowski

06 Aug 2024

Contributed by Lukas

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 fract...

How to Prepare to Sell Your Business

05 Aug 2024

Contributed by Lukas

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 busi...

Are You Overspending on Networking?

02 Aug 2024

Contributed by Lukas

Today we're diving into a critical question that every entrepreneur needs to consider: Are you overspending on networking? While networking groups can...

Strategies to Minimize Payment Processing Fees

01 Aug 2024

Contributed by Lukas

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...

Replacing Yourself is Easier Than You Think with Christine Nicholson

31 Jul 2024

Contributed by Lukas

In today's continuation of our conversation with Christine Nicholson, our multi-award-winning expert in exit and succession planning, we delve deeper ...

Why You Want to Give Away Control in Your Business with Christine Nicholson

30 Jul 2024

Contributed by Lukas

Today, Shannon is joined by guest Christine Nicholson, an expert in exit and succession planning. Together, they discuss the essential transition from...

Think Twice Before Forming a Multi-Owner Business

29 Jul 2024

Contributed by Lukas

In this episode, Shannon dives into the intricacies and potential pitfalls of forming a multi-owner business. Drawing from her experience in assisting...

The Framework for the Perfect Offer

26 Jul 2024

Contributed by Lukas

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 abo...

"Wealth Unleashed" Interview with Mel Abraham

25 Jul 2024

Contributed by Lukas

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 Ma...

Creating Clients for Life with Racheal Cook

24 Jul 2024

Contributed by Lukas

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 an...

Attract More Clients While Doing Less with Racheal Cook

23 Jul 2024

Contributed by Lukas

Today, Shannon Weinstein sits down with Racheal Cook, an award-winning business strategist and the founder of the CEO Collective, to discuss a revolut...

How You Know You Need a CFO

22 Jul 2024

Contributed by Lukas

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. Y...

What I Learned from Getting My First Job

19 Jul 2024

Contributed by Lukas

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...

You Don't Actually NEED An Accountant

18 Jul 2024

Contributed by Lukas

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 essentia...

Mastering Your Messaging with Meghan Clor

17 Jul 2024

Contributed by Lukas

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. ...

Avoiding Social Media Burnout with Meghan Clor

16 Jul 2024

Contributed by Lukas

In today's episode, Shannon Weinstein and Meghan Clor dive into avoiding social media burnout while maximizing your online engagement. Meghan shares k...

Strategies for Managing Remote Teams

15 Jul 2024

Contributed by Lukas

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 sh...

4 Brutally Honest Facts About Why Your Business Is Losing Money

12 Jul 2024

Contributed by Lukas

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...

When to Invest in Premium Products and Services

11 Jul 2024

Contributed by Lukas

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 ...

Using Community and Personal Brand to Drive Growth with Kirsten Halik

10 Jul 2024

Contributed by Lukas

In today's episode, Shannon continues the conversion with Kirsten Halik to delve deeper into the power of community and personal branding in business ...

Embracing the Building of Your Business with Kirsten Halik

09 Jul 2024

Contributed by Lukas

Joining us today is Kirsten Halik, founder and CEO of Crowned Athletics. Kirsten takes us through her incredible journey of launching her business, fr...

Moving to a Tax-Free State - Worth it?

08 Jul 2024

Contributed by Lukas

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 ep...

What a Tanning Salon Taught Me About Customer Experience

05 Jul 2024

Contributed by Lukas

In this episode, I recount my own recent experience with a local tanning salon that taught me invaluable lessons about guiding customers through every...

What Can a Balance Sheet Reveal About Your Business?

04 Jul 2024

Contributed by Lukas

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 fin...

Building Customer Onboarding & Service Processes with Alane Boyd

03 Jul 2024

Contributed by Lukas

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...

Driving Value for Your Business & Defining Processes with Alane Boyd

02 Jul 2024

Contributed by Lukas

In today's episode, hosts Shannon Weinstein and Alane Boyd dive deep into the importance of driving value for your business through process improvemen...

Should You Try to Scale Everything?

01 Jul 2024

Contributed by Lukas

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 ever...

Silence These Voices In Order to Succeed

28 Jun 2024

Contributed by Lukas

In today's episode, we'll dive deep into the three critical internal voices that could be sabotaging your entrepreneurial journey: comparison, overwhe...

Navigating Tax Rules for Digital Sales

27 Jun 2024

Contributed by Lukas

Today's episode is all about navigating the complex landscape of tax rules for digital sales. As more and more businesses shift towards offering digit...

The Art of the Upsell with Nikki Rausch

26 Jun 2024

Contributed by Lukas

Today, Shannon and Nikki Rausch are diving deep into the art of upselling, a critical skill for entrepreneurs striving to elevate their businesses. In...

Sales Conversations That Convert with Nikki Rausch

25 Jun 2024

Contributed by Lukas

Today, Shannon and Nikki Rausch dive deep into the art of sales conversations that convert. In today's episode, Shannon and Nikki explore insightful s...

This Could Be the Most Expensive Sales Mistake You Make

24 Jun 2024

Contributed by Lukas

Today's conversation delves into a pivotal topic that many entrepreneurs face—misalignment between their sales offers and their target audience. I'l...

A Shortcut to Business Travel Deductions

21 Jun 2024

Contributed by Lukas

In today's episode, we'll dive into a topic that often complicates business finances—business travel deductions. Whether you're a solo entrepreneur ...

What Should You Know About Tax Estimates?

20 Jun 2024

Contributed by Lukas

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 m...

Creative and Approachable Financing Strategies for Real Estate with Laura Navaquin

19 Jun 2024

Contributed by Lukas

In this episode, Shannon continues her conversation with real estate investor Laura Navaquin. Laura shares creative and approachable financing strateg...

Simplifying Real Estate Investing with Laura Navaquin

18 Jun 2024

Contributed by Lukas

In this episode, Shannon is joined by Laura Navaquin to dive into the accessible world of real estate investing. Laura shares her journey from corpora...

Clearing Constraints in Your Business

17 Jun 2024

Contributed by Lukas

Today, Shannon breaks down the importance of identifying and clearing constraints in different areas of your business, such as acquisition, fulfillmen...

Why You May Want a C Corp in Your Business Structure

14 Jun 2024

Contributed by Lukas

Today, Shannon breaks down the key differences between C Corporations and S Corporations, highlighting the advantages and disadvantages of each. She e...

What Should You Track in Your Books?

13 Jun 2024

Contributed by Lukas

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 y...

Listen to This Before Creating a Partnership

12 Jun 2024

Contributed by Lukas

Today, we're diving into a critical topic for entrepreneurs—creating a business partnership. While partnerships can be incredibly rewarding, they co...

Stop Doing This to Your Customers

11 Jun 2024

Contributed by Lukas

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'...

Cash Management Strategies

10 Jun 2024

Contributed by Lukas

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...

How to Keep High Margins as a Franchisee

07 Jun 2024

Contributed by Lukas

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 purchasin...

How Do You Build a Business with an Exit Strategy in Mind?

06 Jun 2024

Contributed by Lukas

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...

Creating a Memorable Customer Experience with Brittany Driscoll

05 Jun 2024

Contributed by Lukas

Today we're continuing our conversion with Brittany, who transitioned from marketing guru to entrepreneur with her innovative massage business, Squeez...

Building a Scalable Franchise Model with Brittany Driscoll

04 Jun 2024

Contributed by Lukas

Today's episode is particularly exciting as we're joined by Brittany Driscoll, the co-founder and CEO of Squeeze, an innovative massage franchise chan...

What They Never Tell You About Depreciation

03 Jun 2024

Contributed by Lukas

In today's episode, we're diving into one of the less talked about aspects of tax deductions: depreciation, and specifically, depreciation recapture. ...

How to Deduct Self-Employed Health Insurance Premiums

31 May 2024

Contributed by Lukas

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 b...

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

30 May 2024

Contributed by Lukas

Today's episode features Shannon on The Ultra Life Podcast, hosted by Samantha Nivens. Shannon shares her transformative journey from corporate Americ...

Ditch the Excuses and Create Growth Through Accountability with Chris Goodman

29 May 2024

Contributed by Lukas

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...

If I Started Over, Here's What I Would Do First

28 May 2024

Contributed by Lukas

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? Draw...

Takeaways from Steps for Success with Junior Achievement

27 May 2024

Contributed by Lukas

In today's episode, Shannon dives deep into a heartwarming collaboration with Junior Achievement. Shannon shares her inspiring journey of sponsoring t...

Not Having This Can Ruin the Sale of Your Business

24 May 2024

Contributed by Lukas

Today, Shannon connects the dots between pristine bookkeeping and securing the best possible deal when selling your business. We'll explore why unders...

Discovering the Untapped Blue Oceans in Your Market

23 May 2024

Contributed by Lukas

Today, Shannon will take you on a journey from the bustling streets of Boston to the serene coastline of Guanacaste, Costa Rica, exploring the boundle...

The Power of Positivity and Mindful Habits Kristen Butler

22 May 2024

Contributed by Lukas

Welcome back! In today's episode, we continue our inspiring conversation with the incredible Kristen Butler, best-selling author and CEO of Power of P...

How Kristen Butler Went From Bankrupt Business to 50MM Followers

21 May 2024

Contributed by Lukas

Today's episode features an incredible story of resilience and transformation with our guest, Kristen Butler. Kristen, a best-selling author and CEO o...

Do I Sell More or Spend Less?

20 May 2024

Contributed by Lukas

In today's episode, we dissect the critical decision every entrepreneur faces: should you increase sales or decrease spending to boost profits? Shanno...

My 3 Most Expensive Mistakes

17 May 2024

Contributed by Lukas

Today, Shannon is turning the tables on herself to share something a bit personal and immensely valuable—her three most expensive mistakes in busine...

What Makes Finding a Reliable Tax Professional So Challenging?

16 May 2024

Contributed by Lukas

Today, Shannon will not only explore why securing a qualified tax pro feels like an insurmountable task, but she'll also share some insider tips—con...

How to Hire Top Talent with Jamie Van Cuyk

15 May 2024

Contributed by Lukas

In today's episode, we continue our chat with Jamie Van Cuyk, the reputable hiring strategist behind Growing Your Team. Join us as we unlock the secre...

Becoming a Champion Delegator with Jamie Van Cuyk

14 May 2024

Contributed by Lukas

Today, we dive deep into the art of delegation with guest expert Jamie Van Cuyk, owner and lead strategist at Growing Your Team. We'll explore why hir...

How to Integrate Business Development Into Habits

13 May 2024

Contributed by Lukas

Today, Shannon delves into the essence of integrating business development into daily habits. She uncovers how consistent, small steps in sales, marke...

My Biggest Takeaway from "10x is Easier Than 2x"

10 May 2024

Contributed by Lukas

In today's episode, we're diving into a striking realization I had from my latest read by Dan Sullivan and Dr. Ben Hardy. It's a nugget of wisdom that...

Why You May Not Want to Start a New Business

09 May 2024

Contributed by Lukas

In this episode, we tackle a common trend among entrepreneurs: the allure of starting fresh with a new venture. While evolving businesses to align wit...

The Inner Work it Took to Scale with Kat Norton (Miss Excel)

08 May 2024

Contributed by Lukas

In today's episode, we're peeling back the layers of business growth to reveal the personal transformation at its core. Fresh off her viral TikTok suc...

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