Keep What You Earn

Who Do I Ask?


Listen Later

In this episode of Keep What You Earn, Shannon discusses the common dilemma faced by business owners of not knowing who to ask for important business and financial advice. She addresses the challenges of finding the right professionals to answer questions about setting up a business bank account, forming an LLC, and handling personal finances. Shannon provides insights on when to consult a lawyer, accountant, or financial advisor, emphasizing the importance of understanding the scope of services provided by each professional. She also hints at future guest appearances by experts to provide additional guidance. If you're navigating the complexities of entrepreneurship and finance, this episode is packed with valuable advice to help you make informed decisions.

What you'll hear in this episode:

06:35 Consult lawyer and tax advisor on restructuring.

08:49 Identify your accountant's role and seek specialists.

10:49 Consult money coach for personal budgeting advice.

If you like this episode, check out:

Is Hiring Your Family the Right Thing to Do?

Mastering Recruitment: Marketing Strategies with Shannon

How My Dad's Advice Shaped My Career and Business Success

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.

...more
View all episodesView all episodes
Download on the App Store

Keep What You EarnBy Shannon Weinstein

  • 5
  • 5
  • 5
  • 5
  • 5

5

195 ratings


More shows like Keep What You Earn

View all
Hidden Brain by Hidden Brain, Shankar Vedantam

Hidden Brain

43,602 Listeners

Happier with Gretchen Rubin by Gretchen Rubin / The Onward Project

Happier with Gretchen Rubin

12,883 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,552 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,720 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,208 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

582 Listeners

The Amy Porterfield Show by Amy Porterfield

The Amy Porterfield Show

4,574 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

The How of Business - How to start, run, grow and exit a small business. by Henry Lopez

The How of Business - How to start, run, grow and exit a small business.

507 Listeners

ChooseFI by ChooseFI

ChooseFI

5,141 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,459 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

334 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,078 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

260 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

818 Listeners