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Strategies for Financial Success

Today I’m thrilled to be joined by the incredible Shannon Weinstein, an expert in tax strategy and financial management. Together, we dive deep into the world of money mindset and explore practical strategies to help moms and individuals achieve financial success.

We kick things off by discussing the importance of adopting a proactive money mindset. It’s best to start your tax preparation early and create an intentional plan. Moving forward, we delve into the realm of organization and how it plays a pivotal role in financial success. Shannon shares valuable insights and tips on organizing your finances and staying on top of tax responsibilities. With these effective systems and routines, you empower yourself to make confident financial decisions and reclaim control over your financial future.

Throughout the episode, we also touch on the importance of nurturing a positive mindset when evaluating hiring options, setting yourself up for tax success, and cultivating financial conversations at home. By shifting your perspective and embracing an abundant mindset, you can unlock hidden opportunities and create a prosperous financial future for you and your family.

“When you’re caring for your business, it’s super personal, it’s super oriented towards your goals, you created it. And no accountant, no service provider on the planet will ever love it as much as you do.”

What you’ll hear in this episode:

• Where do you wish more people had started with their tax prep?
• How to get organized when it comes to taxes.
• What are some of the best practices when it comes to accounting?
• What is the one way to evaluate hiring your kids into your business?
• Benefits as a business owner or an individual to set yourself up for success tax-wise.
• The importance of tracking how your money is coming in and going out.
• If you don’t want your accountant to do tax planning, then find someone else who will.
• What parents can do in the home to help implement better conversations around finances for their children.

CONNECT WITH SHANNON

Follow Shannon: @shannonkweinstein

Check out her podcast: Keep What You Earn

CONNECT WITH KELSEY

Follow Kelsey: @thisiskelseysmith

Follow Momma Has Goals: @mommahasgoals

Download the app for iOS or Android

Learn more at https://thisiskelseysmith.com/

Join our text list. Text “Goals” to (707) 347-0319

Check out other podcast episodes: https://mommahasgoals.com/podcast/

Summary Keywords

hiring, business, tax, business owner, find, kids, pay, taxes, questions, year, accountant, work, accounting, care, money, expenses, costs