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120. Become the CFO of your Life with Shannon Weinstein

Episode 120 • 30th September 2025 • Old Money • Old Money®

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This week we sit down with Shannon Weinstein, fractional CFO, CPA, CEO and host of Keep What You Earn. We're unpacking the strategies, systems, and mindset shifts that will help you take executive-level control of your money, just like a CFO.

What You’ll Learn

From Corporate to CEO: How Shannon built her fractional CFO firm and why leaving corporate requires strategy, not just courage.
Becoming the CFO of Your Life: The difference between a bookkeeper, CPA, and CFO- and how to apply executive-level thinking to your personal finances.
Cashflow Confidence: Practical tools for forecasting income, tracking expenses, and minimizing financial anxiety.
Your Financial Inner Circle: Why wealthy women build advisory teams (and why abdicating responsibility isn’t an option).
Net Worth as Compass: How to use a personal balance sheet to measure growth and set wealth targets.
Creative Strategy for Wealth: Real examples of finding elegant, on-brand solutions to financial challenges.
Mindset Over Money Blocks: Reframing scarcity, setting realistic goals, and detaching self-worth from your bank balance.
The Real Girlboss Era: Beyond the hustle—building lasting businesses with exit strategies and financial foresight.

This episode empowers you to manage money like an asset, not an afterthought. Whether in business or in life, true wealth isn’t about numbers- it’s about freedom, choice, and peace of mind.

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Copyright (c) Old Money 2025.

The content presented in this podcast is intended to entertain, educate, inspire and support listeners in their personal and professional development and does not constitute business, financial, or legal advice. Please note that this episode may contain paid endorsements and advertisements for products and services for which individuals on the show may have a direct or indirect financial interest in products or services related to the episode.

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