Keep What You Earn

Who Do I Ask?


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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.

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Keep What You EarnBy Shannon Weinstein

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