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 and professional growth.

They dive into how professionals can use empathy and effective communication to build trust with clients, overcome fear-based marketing, and tackle imposter syndrome. Bob shares insights from somatic therapy that helped him become more grounded and transform his financial narratives. Shannon and Bob also emphasize proactive client communication and the importance of honest self-reflection.

CPA Bob Wheeler brings a unique blend of humor, emotional intelligence, and financial expertise to the world of personal finance. Author of "The Money Nerve" and host of the "Money You Should Ask" podcast, Bob explores the emotions behind money decisions, offering fresh perspectives on achieving financial freedom. As a certified 'CORE Energetics' and Radical Aliveness Practitioner, he conducts seminars worldwide, integrating holistic personal growth with practical financial advice. When not serving as CFO of The World Famous Comedy Store or scaling mountains like Kilimanjaro, Bob uses his 25 years of accounting experience and standup comedy background to deliver financial wisdom with warmth, wit, and inspiration, helping people understand and improve their relationship with money.

Website: https://themoneynerve.com
Instagram: https://www.instagram.com/moneyyoushouldask/
YouTube: https://www.youtube.com/c/moneyyoushouldask

For a thorough review of Bob’s core topics around money, visit https://themoneynerve.com/speaking/hire-bob-wheeler-to-speak/

What you'll hear in this episode:

04:37 Encouraging a positive mindset towards handling finances.

07:32 Accounting industry marketing based on fear.

12:56 Taking responsibility for client's dissatisfaction in business.

16:23 Reflect on being a better employer and service provider.

18:29 Reflect on childhood experiences to understand beliefs.

22:24 Take responsibility, make changes, be proactive.

29:08 Accounting focus shifts to basic proactive approach.

34:22 Overlooked personal struggles halted a crucial conversation.

38:44 Emphasize importance of better communication with accountants.

If you like this episode, check out:

Silence These Voices In Order to Succeed

My 3 Most Expensive Mistakes

How Can You Shake Off Business Boredom and Thrive?

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 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 the legendary Comedy Store and a stand-up comic. Join Shannon as she explores Bob’s journey of merging his passion for comedy with his accounting career. Discover how he brings humor into financial discussions, helping entrepreneurs lighten up while making sound money decisions. From scaling mountains like Kilimanjaro to leading workshops on money and emotions, Bob's story is nothing short of inspiring. Whether you're an entrepreneur or just looking for a good laugh, this episode is packed with insights and entertainment.

CPA Bob Wheeler brings a unique blend of humor, emotional intelligence, and financial expertise to the world of personal finance. Author of "The Money Nerve" and host of the "Money You Should Ask" podcast, Bob explores the emotions behind money decisions, offering fresh perspectives on achieving financial freedom. As a certified 'CORE Energetics' and Radical Aliveness Practitioner, he conducts seminars worldwide, integrating holistic personal growth with practical financial advice. When not serving as CFO of The World Famous Comedy Store or scaling mountains like Kilimanjaro, Bob uses his 25 years of accounting experience and standup comedy background to deliver financial wisdom with warmth, wit, and inspiration, helping people understand and improve their relationship with money.

Website: https://themoneynerve.com
Instagram: https://www.instagram.com/moneyyoushouldask/
YouTube: https://www.youtube.com/c/moneyyoushouldask

For a thorough review of Bob’s core topics around money, visit https://themoneynerve.com/speaking/hire-bob-wheeler-to-speak/

What you'll hear in this episode:

04:33 Early interest in law, turned to accounting.

06:26 Accountant found passion in Zumba, fitness instruction.

11:54 Humor helps navigate business challenges and expectations.

12:46 Using vulnerability and feedback for business success.

If you like this episode, check out:

Silence These Voices In Order to Succeed

My 3 Most Expensive Mistakes

How Can You Shake Off Business Boredom and Thrive?

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.

Today’s episode marks the beginning of a compelling multi-part series on the Financial Priority Formula. In this first installment, Shannon unveils a game-changing financial metric: Gross Margin. Inspired by a recent discovery call, Shannon introduces a powerful new framework for financial focus in business. Listeners will learn about the crucial role of Gross Margin in assessing core profitability and get practical tips on how to calculate and leverage this often-overlooked metric. Tune in and prepare to transform your financial strategy, one layer at a time!

What you'll hear in this episode:

02:32 Limit power sessions to savoring one dish.

03:17 Focus on one area at a time.

09:03 Identify profitable offers through in-depth profitability study.

If you like this episode, check out:

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

You Don't Actually NEED An Accountant

Why You May Want a C Corp in Your Business Structure

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.

In today's episode, Shannon addresses a timely and critical topic — the upcoming September 15 tax deadline. This episode is especially important for business owners operating as S corporations, multi-member LLCs, or partnerships. Shannon breaks down what you need to know about filing extensions, the significance of paying estimated taxes, and how to effectively prioritize your financial obligations. With quarter three tax estimates also due on the same date, there's plenty of vital information to cover.

What you'll hear in this episode:

06:37 Attention to tax vouchers, read letters carefully.

08:05 Prepare for tax season by asking questions.

If you like this episode, check out:

Think Twice Before Forming a Multi-Owner Business

Moving to a Tax-Free State - Worth it?

A Shortcut to Business Travel Deductions

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 today’s episode, Shannon shares her recent guest appearance on Christine Corcoran’s podcast, "Next Level Life." During the episode, Shannon and Christine dive into crucial topics such as transforming money from a source of fear into a powerful tool for growth, and the importance of utilizing business data for informed decision-making.

Shannon elaborates on essential aspects of cash flow management and stresses the necessity of keeping personal and business finances separate. She also addresses the common fear of commitment, particularly in terms of hiring and scaling a team.

The discussion further explores how to prepare a business for a potential sale, set measurable goals, and maintain a healthy money mindset. Additionally, Shannon offers listeners a free resource bundle filled with tools and templates designed to help start or clean up their business operations.

Listeners are sure to find immense value in Shannon’s insights and practical advice. So, join us as we dive into her enlightening conversation with Christine Corcoran on "Next Level Life."

What you'll hear in this episode:

07:26 Embracing the power of data for health.

12:22 Separate personal and business finances to avoid audits.

14:34 Combining accounts impacts business health and awareness.

19:35 Financial planning: cash flow, expenses, investments, forecasting.

21:23 Women aim to replace old corporate jobs.

24:07 Hiring employees changes perspective, motivates proactive action.

27:56 Contact companies to adjust expenses for cash flow.

29:54 Anxious for second paycheck but remained empowered.

35:29 Open relationship with accountant is key for growth.

37:31 Business success requires focus beyond technical skills.

42:09 Invest in top talent for key roles.

46:21 Good SOPs, strong financials, reduce risk, recurring revenue.

48:20 Train and delegate for business and client success.

If you like this episode, check out:

How to Set Goals and KPIs

Why You Should Tell Your Kids to Study Accounting

How You Know You Need a CFO

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.

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 Buonomo, the CEO and founder of Journey to Financial Freedom. Together, they explore the importance of maintaining control over one's finances rather than handing it over to professionals, addressing underlying money beliefs, and shifting perspectives on entities like the IRS. Justin outlines his four-step process for achieving financial freedom and emphasizes the necessity of personalized financial strategies that cater to individual goals and circumstances. This conversation is filled with valuable insights and practical advice aimed at helping listeners navigate financial challenges and become financially unshakable.

CEO & Founder of Journey to Financial Freedom, which provides financial coaching and consulting for business owners. Justin and his company help business owners take control of their finances and unlock new levels in their lives and businesses. Justin & JFF are extremely passionate about helping business owners live their dream life that is fueled and funded by their dream business.

Instagram: https://www.instagram.com/justin_buonomo/

Freebie (How to make AND keep more money): https://www.group.journeytofinancialfreedom.co/free-masterclass

What you'll hear in this episode:

05:34 Choose the option with a return on investment.

06:32 Embracing tasks leads to enjoyable progress.

11:44 Taxes can shift perspective and drive success.

15:33 Personalized finance advice yields optimal results.

19:31 Take responsibility, communicate clearly, go deeper.

22:00 Maximize business profits through optimizing income and margins.

If you like this episode, check out:

Mastering Abundance Mindset

Silence These Voices In Order to Succeed

My 3 Most Expensive Mistakes

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 chats with Justin Buonomo, the CEO and Founder of Journey to Financial Freedom. Justin shares his personal journey from experiencing financial instability in his youth, due to his parents' bankruptcy, to becoming a passionate financial empowerment coach.

Listeners will hear about Justin's unexpected career path in the financial sector at Johns Hopkins, the importance of addressing one's money story, and actionable strategies for achieving financial success. This episode provides valuable insights for entrepreneurs looking to reshape their financial future.

CEO & Founder of Journey to Financial Freedom, which provides financial coaching and consulting for business owners. Justin and his company help business owners take control of their finances and unlock new levels in their lives and businesses. Justin & JFF are extremely passionate about helping business owners live their dream life that is fueled and funded by their dream business.

Instagram: https://www.instagram.com/justin_buonomo/

Freebie (How to make AND keep more money): https://www.group.journeytofinancialfreedom.co/free-masterclass

What you'll hear in this episode:

04:56 Promised to never worry about money again.

08:46 Sudden revelation led to life-changing realization.

10:40 Balancing strategies and internal beliefs for success.

16:32 Conversations about money impact business success.

19:13 Address money habits before seeking more income.

If you like this episode, check out:

Mastering Abundance Mindset

Silence These Voices In Order to Succeed

My 3 Most Expensive Mistakes

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 today's episode, Shannon emphasizes the importance of focusing on sustainable growth rather than quick wins. She explains how comparing your progress to others can be detrimental and highlights the velocity at which success can turn into failure if not properly managed. Listeners will learn about building a solid foundation, the dangers of chasing shortcuts, and the necessity of adapting to the ever-changing business environment. Additionally, Shannon introduces a special five-day financial mindset refresh delivered straight to your email, designed to help recalibrate your approach to money. Tune in and learn how to transform your mindset and strategy for lasting business success!

What you'll hear in this episode:

04:56 Avoid shortcuts, invest in sustainable tools instead.

08:06 Set focused goals, listen, adapt, and deliver.

If you like this episode, check out:

How to Set Goals and KPIs

Why You Should Tell Your Kids to Study Accounting

How You Know You Need a CFO

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.