Scaling Your Business and Wealth

Eric Tashlein
  • 5.0 (2)
  • INVESTING

Business and team-building ideas from interviews with some of Connecticut's leading business owners. Wealth-building discussions with Eric Tashlein, CFP(r), and guests such as Estate Planning Attorneys, CPAs, and Investment Professionals. The show is for business owners and professionals seeking ways to help build their wealth and business. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and OES Wealth Partners are not affiliated. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.

  1. 4D AGO

    Beyond the Posts: Inside Reliable Fence’s Family Legacy and Craftsmanship, with David and Deven Iannone

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary In this episode, Eric sits down with David and Deven Iannone of Reliable Fence, a Connecticut family business serving homes and businesses since 1967. They discuss what it takes to grow across generations — blending legacy, disciplined systems, and a strong team culture. From starting in high school to leading the company today, Deven shares how working every role shaped his leadership. David reflects on decades in the industry and the importance of process, mentorship, and surrounding yourself with the right people. A practical conversation on succession, culture, and building a business that lasts. Key Takeaways Growth starts with the right people. Experience and innovation must work together. Listening first leads to better solutions. Systems drive consistency and scale. Succession requires full commitment. Core Message Enduring businesses aren’t built on shortcuts. They’re built on trust, strong processes, and a team committed to solving real problems — generation after generation. Connect with the Guest Reliable Fence CT 🌐 reliablefencect.com 📞 203-933-5404 Connect with Eric Tashlein Eric Tashlein, CFP®, CEPA® 📞 1-800-878-7152 🌐 oeswealthpartners.com Disclosure Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

    33 min

  2. FEB 25

    Running a Legacy: How Bigelow Tea Scales Operations Without Compromise with Jim Gildea

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary Growing a business for decades requires more than hard work — it demands operational excellence, strong leadership, and a focus on people. Eric sits down with Jim Gildea, Senior Director of Manufacturing at Bigelow Tea, to discuss how the company scales successfully while maintaining quality, culture, and community impact. Key Takeaways Automation boosts efficiency and protects employeesQuality is always the top priorityDeveloping and promoting talent from within drives growthPartnerships with local programs strengthen the workforceCommunity and sustainability initiatives reflect core values Core Message Investing in people, processes, and purpose allows businesses to scale sustainably without sacrificing quality or culture. Connect with Jim Gildea: 203-334-1212 | jgildea@bigelow.com Connect with Eric Tashlein: 1-800-878-7152 | oeswealthpartners.com Disclosure Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

    27 min

  3. FEB 17

    9 Reasons Retirement Advice May Be Outdated - What Actually Matters Now

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Summary Much of today’s retirement advice is based on assumptions that no longer apply. Longer lifespans, fewer pensions, rising healthcare costs, and changing work patterns require a new way of thinking. In this episode, Eric shares nine reasons retirement advice may be outdated and what actually matters when planning for the next phase of life. Key Takeaways Retirement now spans decades, not yearsLongevity and healthcare costs reshape planningEmployers no longer manage retirement outcomesRetirement is often phased, not a clean breakIncome flexibility matters more than income levelInterest rates and inflation have changed the mathTechnology affects how time is spentCommunity must be built intentionallyRetirement is a beginning, not an ending Connect Phone: 1-800-878-7152 Website: oeswealthpartners.com Disclosure Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

    17 min

  4. JAN 27

    The Growth Playbook: Scaling a $32M Business with Thomas Mercaldo

    Scaling a business is hard. Sustaining it over decades is harder. In this episode of Scaling Your Business and Wealth, Eric Tashlein, CFP®, CEPA®, sits down with Thomas Mercaldo, President of Aquinas Consulting, a national staffing firm generating more than $32 million in annual revenue. Tom has built, scaled, and invested in companies across IT, engineering, manufacturing, and financial services—and has led teams through five economic cycles. This conversation focuses on the real decisions that determine whether businesses grow, stall, or fail. You’ll hear insights on: Why long-term, service-first thinking creates durable growthHow to scale teams without losing culture or accountabilityWhen acquisitions accelerate growth—and when restraint matters moreThe leadership traits that separate enduring companies from short-lived onesWhat business owners should understand about today’s shifting talent landscapeThroughout the episode, Eric connects Tom’s experience to the financial realities business owners face—cash flow pressure, reinvestment decisions, risk management, and long-term wealth creation. This episode is for founders, executives, and business owners focused on building companies—and personal wealth—that last. Guest Resources Thomas Mercaldo President, Aquinas Consulting Website: https://www.aquinasconsulting.com Email: tmercaldo@aquinasconsulting.com Phone: 203-876-7822 LinkedIn: https://www.linkedin.com/in/thomas-mercaldo Host Resources Eric Tashlein Host, Scaling Your Business and Wealth Website: https://www.oeswealthpartners.com Phone: 1-800-878-7152 LinkedIn: https://www.linkedin.com/in/erictashlein This podcast is for informational purposes only and does not constitute investment advice. Securities are offered through registered representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc. OES Wealth Partners, LLC and Cambridge are not affiliated.

    36 min

  5. 12/22/2025

    The High-Stakes Conversations That Protect Business and Family Wealth

    The High-Stakes Conversations That Protect Business and Family Wealth Why successful leaders must address money, succession, and family clarity before it’s too late Summary: For high-net-worth business owners and entrepreneurs, complexity isn’t the risk — silence is. In this episode, Eric Tashlein, CFP®, CEPA®, addresses one of the most critical yet overlooked threats to long-term wealth preservation: the lack of clear financial and succession conversations within families and businesses. While most successful leaders focus on growth, tax efficiency, and investment performance, Eric explains why communication failures — not market volatility — often cause the most damage during transitions such as retirement, health events, or succession. Drawing from decades of advisory experience and a personal family story, this episode helps business owners understand how proactive conversations can dramatically reduce conflict, taxes, and uncertainty — while protecting both enterprise value and family relationships. Topics Discussed: Why successful business owners avoid financial conversations — and the cost of doing soThe difference between having a plan and having clarityHow unclear expectations undermine succession and continuityThe role communication plays in protecting enterprise and family wealthWhat heirs and stakeholders really want from leadershipPractical ways to begin conversations without creating resistance“Micro-meetings” as a tool for high-performing families and ownersWhy succession planning is a process, not a documentHow leadership communication impacts legacy beyond dollars If you’re a business owner with growing complexity, this episode will help you assess whether your planning is truly prepared — or just documented. Resources & Links: Visit OES Wealth Partners for personalized wealth management, estate, and business planning strategies https://www.oeswealthpartners.com/ Follow Scaling Your Business & Wealth for actionable insights on protecting your wealth, growing your business, and leaving a lasting legacy

    12 min

  6. 12/08/2025

    The Workplace That Works: Leading Through Transformation with Joseph Weber

    The Workplace That Works: Scaling Growth & Innovation with Joe Weber Summary: In this episode of Scaling Your Business and Wealth, Eric Tashlein, CFP®, sits down with Joe Weber, Executive Vice President of Global Distribution at Humanscale, to explore what it truly takes to scale a business globally while keeping people, performance, and sustainability at the center of the strategy. Joe shares how ergonomic design directly impacts productivity, lowers employee absenteeism, and ultimately drives business results. He explains Humanscale’s groundbreaking commitment to sustainability, including its achievement as the first in the industry to earn B Corp Certification — a designation reserved for organizations meeting the highest standards of social and environmental impact. Listeners will gain insights into: How investing in healthier work environments boosts efficiency and profitabilityThe challenges and opportunities of scaling into global marketsLeading with culture across international teamsStrategic partnerships that drive growth instead of transactionsThe future of self-service technology and point-of-sale innovationThe leadership lessons that shaped Joe’s 20+ year journey This conversation is a masterclass in purposeful leadership, innovation, and building companies that are designed not just to grow — but to last. Resources & Links: Visit OES Wealth Partners for personalized wealth management, estate, and business planning strategies  https://www.oeswealthpartners.com/ Follow Scaling Your Business & Wealth for actionable insights on protecting your wealth, growing your business, and leaving a lasting legacy Connect with Joe Weber, EVP of Global Distribution, Humanscale Humanscale: https://www.humanscale.com/ Joe Weber: https://www.linkedin.com/in/joseph-weber-69750b/

    26 min

  7. 11/24/2025

    Probate & Estate Planning: Protect Your Wealth, Business & Legacy with Attorney Michael Iacurci

    Probate & Estate Planning: Protect Your Wealth, Business & Legacy with Attorney Michael Iacurci In this episode of Scaling Your Business and Wealth, Eric Tashlein, CFP®, sits down with Connecticut attorney Michael Iacurci to demystify probate, estate planning, and business succession. Michael explains how real estate, corporate documents, and trusts intersect with probate, and why many high-net-worth individuals and business owners face surprises if they wait too long to plan. Learn how to avoid costly delays, tax pitfalls, and family disputes, while ensuring your wealth and business are passed down according to your wishes. Whether you’re planning your estate, preparing your business for succession, or looking to protect your real estate portfolio, this episode provides practical guidance to safeguard your legacy and preserve your wealth for future generations. Resources & Links: OES Wealth Partners – Personalized wealth management and business planning strategiesConnect with Michael Iacurci – Learn more about his probate, real estate, and estate planning expertise

    42 min

  8. 11/10/2025

    Year-End Moves the Wealthy Make: 10 Strategies to Build Momentum Before 2026

    10 Year-End Financial Moves Wealthy Individuals Make to Protect, Grow, and Direct Their Wealth 💡 Episode Summary In this actionable year-end episode of Scaling Your Business & Wealth, host Eric Tashlein, CFP®, shares the 10 strategic financial moves that successful entrepreneurs and high-net-worth individuals use to close out the year strong—and set the stage for even greater growth in 2026. Drawing on over 25 years of experience advising business owners and executives, Eric reveals how intentional year-end planning can reduce taxes, protect assets, and position wealth for long-term success. From optimizing cash flow and retirement contributions to reviewing insurance coverage, estate plans, and charitable giving strategies, this episode is your blueprint for ending the year with clarity, control, and purpose. If you’ve already achieved significant success but want to elevate your wealth strategy, this discussion goes beyond numbers—it’s about aligning your financial decisions with your goals, values, and legacy. Whether you’re planning a liquidity event, expanding your business, or ensuring your wealth lasts for generations, Eric’s insights will help you make smarter, more strategic decisions before December 31st. 🔑 Key Takeaways: Why year-end planning matters for high-net-worth individuals and business leaders.Optimize taxes, cash flow, and retirement contributions to finish the year strong.Review insurance coverage including life, disability, umbrella, and key person policies.Preserve and grow wealth through estate and trust planning, charitable giving, and strategic gifting.Align wealth with values and legacy to ensure intentional impact and long-term financial freedom.📈 Perfect For: Entrepreneurs & business owners looking to maximize year-end opportunitiesHigh-net-worth individuals focused on wealth preservation and legacy buildingExecutives who want clarity, control, and confidence going into the new year🔗 Resources & Links: Visit OES Wealth Partners for personalized wealth strategiesFollow Scaling Your Business & Wealth for insights to grow your business, preserve wealth, and build your legacyContact Eric Tashlein, CFP®, at 1-800-878-7152

    10 min
See All (31)

Ratings & Reviews

5
out of 5
2 Ratings

About

Business and team-building ideas from interviews with some of Connecticut's leading business owners. Wealth-building discussions with Eric Tashlein, CFP(r), and guests such as Estate Planning Attorneys, CPAs, and Investment Professionals. The show is for business owners and professionals seeking ways to help build their wealth and business. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and OES Wealth Partners are not affiliated. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.

Information

  • Creator
    Eric Tashlein
  • Years Active
    2025 - 2026
  • Episodes
    31
  • Rating
    Clean