Keep What You Earn

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 interest and how small, consistent investments can lead to massive returns over time. Shannon and Tess also explore the emotional barriers that hold people back from investing and provide practical tips for overcoming them.

Whether you're just starting your business or looking to level up your financial game, this episode is packed with actionable advice to help you grow your wealth.

Tess is an investing educator and founder of Wealth with Tess, a financial education community that helps millennial female founders in their 30's and 40's, learn how to grow their money using simple stock market investing strategies so that they can retire comfortably and live life on their terms.

After losing thousands in investing mistakes in her 20's, Tess learned everything she could about wealth building and used simple investing strategies to build her net worth from 0 to over 1 million by 35 as a single woman. Tess's story and business was recently featured on Business Insider.

Now she's helped thousands of women take control of their money and learn how to invest (even if you're short-on-time or a total newbie investor). Thousands of women have attended her free investing workshops, hundreds of women have joined her online beginner investing program, and she regularly shares simple money and investing tips on Instagram at @wealthwithtess so be sure to give her a follow there.

Free Beginner Investor Starter Pack

What you'll hear in this episode:

05:08 Millennials share financial lessons to empower others.

09:10 Start early, manage cash flow, plan ahead.

12:37 Investing $50/month can change wealth mindset.

15:41 Outpace escalator speed to reach financial goals.

17:02 Paying off mortgage vs. investing $500.

20:10 Consider return on investment for business decisions.

24:03 Save money for flexibility, reduce anxiety.

If you like this episode, check out:

What's the Best Way to Pour Money Into Your Business?

Introducing Money to Kids: Where Do You Start?

4 Steps to Start Your Investing Journey with Tess Waresmith

Want to learn more so you can earn more?

CFO On Demand click here

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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 costly investing mistakes made in her 20s that stemmed from blindly trusting a financial advisor without really understanding how her money was being invested. This negative experience fueled her passion to educate others so they can grow their wealth and avoid similar pitfalls.

Shannon and Tess dive into the importance of gaining a basic financial education, even if you eventually want to outsource your investing to professionals. They discuss the power of identifying as an investor and adopting an ownership mentality from a young age.

Tess is an investing educator and founder of Wealth with Tess, a financial education community that helps millennial female founders in their 30's and 40's, learn how to grow their money using simple stock market investing strategies so that they can retire comfortably and live life on their terms.

After losing thousands in investing mistakes in her 20's, Tess learned everything she could about wealth building and used simple investing strategies to build her net worth from 0 to over 1 million by 35 as a single woman. Tess's story and business was recently featured on Business Insider.

Now she's helped thousands of women take control of their money and learn how to invest (even if you're short-on-time or a total newbie investor). Thousands of women have attended her free investing workshops, hundreds of women have joined her online beginner investing program, and she regularly shares simple money and investing tips on Instagram at @wealthwithtess so be sure to give her a follow there.

Free Beginner Investor Starter Pack

What you'll hear in this episode:

05:16 Real estate investment, ROI, financial advisor fees.

07:57 Podcast host reflects on aerial acrobatics analogy.

10:37 Basic education empowers better financial decision-making.

13:31 Start investing early, even with small amounts.

16:37 Many people are investors in various ways.

If you like this episode, check out:

What's the Best Way to Pour Money Into Your Business?

Introducing Money to Kids: Where Do You Start?

4 Steps to Start Your Investing Journey with Tess Waresmith

Want to learn more so you can earn more?

CFO On Demand click here

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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 allocating finances to fuel business growth and efficiency. Whether listeners are focused on acquiring more clients, enhancing their product offerings, or streamlining operations, this episode will provide valuable guidance on making informed financial decisions. Tune in to discover how these strategies can transform spending habits and set businesses on a path to long-term success.

What you'll hear in this episode:

05:27 Manage finances with three sources of fuel.

07:26 Program assigns points to food for budgeting.

11:45 Evaluate spending decisions with logic and intention.

If you like this episode, check out:

Are You Overspending on Networking?

Strategies to Minimize Payment Processing Fees

When to Invest in Premium Products and Services

Want to learn more so you can earn more?

Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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 input to provide meaningful experiences for the team. Tune in to learn how building loyalty goes beyond surface-level perks and requires intentional professional development and a culture where employees are excited to grow with the business long-term.

What you'll hear in this episode:

04:26 Communicate expectations, vision, and the mission clearly.

08:50 Employee loyalty through nurturing, not just incentives.

If you like this episode, check out:

Strategies for Managing Remote Teams

Who Do I Ask?

Compensation Plans - Commission or Flat Rate?

Want to learn more so you can earn more?

Get $50 off your HR audit with People Principles by using code SHANNON50 here.

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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 if the owner exits? Understanding the dynamics and alignment of the team is crucial. Whether you're looking to buy a business or positioning your own company to sell one day, mastering the three P's will set you up for success. Tune in as Shannon walks through how to evaluate a business acquisition target and shares tips for building a sellable business yourself!

What you'll hear in this episode:

05:09 Solid processes key to business growth and saleability.

10:38 Cody Sanchez's advice: Focus on people, process, profit.

If you like this episode, check out:

You Don't Actually NEED An Accountant

Why You May Want a C Corp in Your Business Structure

Listen to This Before Creating a Partnership

Want to learn more so you can earn more?

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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 and virality of a TEDx talk, and the immense ROI in terms of credibility and brand-building that comes with the TEDx stage.

Ashley also pulls back the curtain on her process for extracting powerful stories from clients and structuring a compelling speech that moves the audience. She emphasizes the importance of relatability, humanizing yourself as a speaker, and tapping into resonant moments and epiphanies from your life.

Ashley is an entrepreneur, international bestselling author (You Turn), podcast host (You Turn Podcast) and top 100 ranked TEDx speaker on the Internet. She has been on the TEDx stage twice, in 2013 and 2019, and both of her talks have gone viral. Her company, Wise Whisper Agency, helps other inspirational professionals land on the same stage so they could make more impact, generate more leads for their business, and establish themselves even more so in the speaking arena.

Website: www.wisewhisperagency.com

Fill out the intake form here: www.wisewhisperagency.com/intake

Mention that you were referred from this "Keep What You Earn" episode by 11/11/24 and receive $1,000 off

What you'll hear in this episode:

03:14 TEDx talk coaching process outlined in 7 words: Initial brainstorming, story sharing, feedback, content implementation.

08:00 TEDx is approachable, offers new opportunities.

12:40 Relatable stories resonate with audience for relevance.

13:40 People prioritize relatability and resonance in communication.

If you like this episode, check out:

How to Prepare to Sell Your Business

The Framework for the Perfect Offer

This Could Be the Most Expensive Sales Mistake You Make

Want to learn more so you can earn more?

Download the Money Pro Matchmaker tool here

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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 possible for anyone to pitch and land a TEDx talk with the right approach.

Ashley shares her insights on identifying your core message and original ideas worth spreading. But more than just an interesting idea, Ashley emphasizes the importance of moving your audience emotionally through powerful storytelling. It's not enough to just educate - a great TEDx talk makes people feel something.

Stay tuned as Ashley shares more of her expertise from working with top speechwriters and breaks down the steps to crafting a concise yet captivating talk. If you've ever dreamed of giving a TEDx talk yourself, you won't want to miss Ashley's advice!

Ashley is an entrepreneur, international bestselling author (You Turn), podcast host (You Turn Podcast) and top 100 ranked TEDx speaker on the Internet. She has been on the TEDx stage twice, in 2013 and 2019, and both of her talks have gone viral. Her company, Wise Whisper Agency, helps other inspirational professionals land on the same stage so they could make more impact, generate more leads for their business, and establish themselves even more so in the speaking arena.

Website: www.wisewhisperagency.com

Fill out the intake form here: www.wisewhisperagency.com/intake

Mention that you were referred from this "Keep What You Earn" episode by 11/11/24 and receive $1,000 off

What you'll hear in this episode:

05:12 YouTube owns the house, TEDx the bouncer.

06:57 Elevate speaking career with original topic focus.

12:57 Turned business by connecting clients with booker.

16:23 Content explores themes, tones, and storytelling impact.

19:13 Breaking the myth of unapproachable TEDx speakers.

If you like this episode, check out:

How to Prepare to Sell Your Business

The Framework for the Perfect Offer

This Could Be the Most Expensive Sales Mistake You Make

Want to learn more so you can earn more?

Download the Money Pro Matchmaker tool here

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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 and technology inevitably change over time. Accounting is not just about math, but learning the rules and language of business - knowledge that can be applied to almost any industry.

An accounting degree opens doors to become an entrepreneur, consultant, financial advisor and so much more. Shannon shares how her own accounting background empowered her to eventually run her own business while living abroad.

What you'll hear in this episode:

03:32 Explore diverse interests to secure comfortable future.

08:56 Learn business rules, graduate, versatile career options.

10:49 Choosing the right path can be impactful.

If you like this episode, check out:

How You Know You Need a CFO

4 Brutally Honest Facts About Why Your Business Is Losing Money

Should You Try to Scale Everything?

Want to learn more so you can earn more?

CFO Power Session: https://www.keepwhatyouearn.com/power-sessions

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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 touches and personalized service can set a business apart. She challenges listeners to evaluate their own customer experience and provides creative suggestions any business can implement to wow their clients.

What you'll hear in this episode:

03:50 Experience can outweigh product quality sometimes.

07:57 Enhance service with exceptional personalized experiences.

If you like this episode, check out:

The Framework for the Perfect Offer

This Could Be the Most Expensive Sales Mistake You Make

Stop Doing This to Your Customers

Want to learn more so you can earn more?

Transform your small business journey – download the Small Business $tarter Kit here.

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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 days. By minimizing context switching and being intentional with her scheduling, Shannon was able to enhance her productivity and reduce stress. Tune in to hear Shannon's key takeaways and practical tips on how you can apply these strategies to your own entrepreneurial journey.

What you'll hear in this episode:

03:21 Scheduled meetings strategically to enhance productivity.

06:38 Categorizing days leads to increased productivity.

If you like this episode, check out:

What a Tanning Salon Taught Me About Customer Experience

The Little Things That Unlocked Growth in My Business and Life

Creating an Outstanding Customer Service Experience

Want to learn more so you can earn more?

Join Gusto today and get a $100 Visa Gift Card

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.