Show Notes
Take the Old Money Podcast Listener Survey: https://forms.gle/5gCMoWpSx31guwaU8 To Hear Amber guesting on Keep What you Earn: https://podcasts.apple.com/us/podcast/finding-your-marketing-focus-with-amber-frankhuizen/id1580071347?i=1000724355179 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. ---------------------------- Free Resources: Subscribe on Substack: https://oldmoneypodcast.substack.com/ Old Money Newsletter Download your Net Worth Tracker Download your Net Work Tracker ---------------------------- Connect with the Old Money Podcast: Community: Join the Old Money Country Club Web: OldMoneyPodcast.com Email: [email protected] Instagram: @OldMoneyPodcast TikTok: @OldMoneyPodcast ---------------------------- 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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Rich Girls, I've missed you! It's been a few months since we've caught up, and with the three-year anniversary of Old Money right around the corner, (what?!!?) it felt like the perfect excuse for a little summer check-in. Consider this my Notes from the Summer Estate *clinks glass of sancerre.* Today I'm sharing what life has looked like lately- from settling into San Francisco and the routines I'm falling into, to the purchases that have genuinely been worth every dollar. I've also been a little behind on my monthly favorites, so we're catching up on everything I've been reading, watching, buying, and obsessing over. Plus, we'll dive into a few culture and wealth conversations that have been on my mind- step aside New York Times- this is the cultural update you've been waiting for. In This Episode A summer life update Adjusting to life in San Francisco, are we loving it? Living during the Gold Rush Recent purchases I'm loving What I'm doing (Ladder link here for 7 days free) What I'm reading What I'm watching & reality tv recaps The Phia scandal & Emma Grede disease When the bride sends a spreadsheet The revolution in India Rich Girl shout-outs (Shauna's book! Allie's Chemo Club!)
Okay, rich girls, I have news. My business is thriving, the podcast is popping, we just moved from San Diego to San Francisco, and I am...tapping out for a bit. Not because something's wrong. Everything is actually going really well.
Old Money Mindset ← Use code WEALTHCODES100 for $100 off until May 3, 2026! What does it actually feel like to be on the other side of money stress? Picture this: sun on your skin, a glass of champagne in hand, somewhere on the water with nowhere to rush off to. You’re not thinking about your bank balance. You’re not running numbers in the background. You’re just… there. Present. Relaxed. Unbothered. Certain that everything is handled. Most people assume that feeling is reserved for someone with an overflowing net worth. It’s not. Because the real shift isn’t the yacht. It’s the absence of tension. It’s the quiet confidence of knowing your bills are paid, your systems are working, and your money is growing... without you constantly managing it. And knowing that whatever challenge comes up - the yacht sinks, the PJ catches on fire, your business gets sued... YOU CAN HANDLE IT. That’s what we’re talking about: the inner calm that comes from an Old Money Mindset, paired with a financial system designed to build wealth while you sleep. This episode is not about numbers. It’s about what actually changes when money stops feeling like a threat. Inside this episode, we move beyond net worth, income goals, and financial milestones, and into the lived experience of financial peace. The part most people skip. The part that actually drives change. In this episode, you’ll learn: What daily life actually looks like when your relationship with money shifts The subtle behaviors that disappear when financial anxiety is no longer running the show How your nervous system, not your income, is shaping your financial decisions The unexpected ripple effects on your body, relationships, and work Why most financial advice doesn’t stick (and what does instead) The internal shift that allows you to earn, hold, and grow money differently
Old Money Mindset ← JOIN NOW To Receive The Early Bird Discount And Bonuses! In this bonus Q&A episode, I answer the most common questions listeners have been asking about money mindset, why you're always fighting with your partner, financial anxiety, and why traditional financial advice often doesn’t stick. You’ll hear exactly how Old Money Mindset works, who it’s for (and who it’s not for), and why this approach focuses on nervous system regulation instead of just changing beliefs. I'm covering: What if you’ve tried mindset work before and nothing changed? What if you already “know” this information? What changes are available for you in this course How quickly can you expect real results?
Old Money Mindset ← JOIN NOW To Receive The Early Bird Discount And Bonuses!