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. 2d ago

    Retiring at 55: What Most Plans Miss About the 55-65 Transition

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: Retiring at 55: What Most Plans Miss About the 55-65 Transition Retiring at 55 can sound ideal, but the decade before Medicare and Social Security begins presents challenges many retirement plans overlook. In this episode, Eric explains why the years between 55 and 65 often put the greatest strain on a retiree's financial system. From healthcare costs and portfolio withdrawals to taxes and lifestyle spending, Eric shares what can make this transition period feel more stressful than expected, even when the numbers work on paper. Key Takeaways: • The 55-65 transition years require a different retirement strategy. • Healthcare costs can create significant pressure before Medicare begins. • Early retirement spending often exceeds expectations. • Tax and withdrawal planning become critical when replacing earned income. Core Message: A successful retirement at 55 is not just about having enough assets. It is about creating an income strategy that can support the years before Medicare and Social Security provide additional financial support. Connect with Eric Tashlein, CFP®, CEPA®: 📞 203-350-4050 🌐 OES Wealth Partners: https://www.oeswealthpartners.com/ 🔗LinkedIn: https://www.linkedin.com/in/eric-a-tashlein/ 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.

    8 min

  2. May 27

    The Five-Year Window That Changes Everything

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: The Five-Year Window That Changes Everything The final five years before retirement can shape everything that comes next. In this episode, Eric Tashlein shares five key principles that can help you avoid costly mistakes as retirement approaches, including managing risk, creating reliable income, minimizing taxes, and preparing for life beyond work. Key Takeaways: Why the final five years before retirement matter mostRetirement is about income, not just account sizeHow sequence of return risk can impact retirementWhy tax planning becomes increasingly importantThe importance of designing a life, not just a portfolioCore Message: Retirement planning is not just about reaching a number; it’s about creating a strategy that supports the life you want to live. Connect with Eric Tashlein, CFP®, CEPA®: 📞 203-350-4050 🌐 OES Wealth Partners: https://www.oeswealthpartners.com/ 🔗LinkedIn: https://www.linkedin.com/in/eric-a-tashlein/ 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.

    7 min

  3. May 18

    The Discipline Behind a Construction Supply Leader: Kamco Supply Corp. of New England, with Jay Sheehy and Dan O’Connor

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Guests: Jay Sheehy: President, Kamco Supply Corp. of New England Dan O'Connor: Chief Marketing Officer, Kamco Supply Corp. of New England Episode Summary In this episode, Eric Tashlein sits down with Jay Sheehy and Dan O’Connor of Kamco Supply Corp. of New England to discuss what it takes to build and sustain a successful regional distribution company in today’s competitive construction industry. Jay and Dan share how Kamco has grown into a trusted supplier serving contractors across Connecticut, Rhode Island, Massachusetts, and Upstate New York by focusing on reliability, customer service, and operational excellence. The conversation explores the importance of timely deliveries, inventory management, leadership, company culture, and investing in employees. The episode also highlights the realities of managing a family business, competing against larger national companies, navigating rising fuel and material costs, and building long-term relationships with customers and partners. Core Message Long-term business success is built through consistency, discipline, strong relationships, and a commitment to taking care of both customers and employees every single day. Connect with Dan O’Connor 🌐 Camco Supply Corp. of New England 🌐 Dan O’Connor on LinkedIn Connect with Eric Tashlein, CFP®, CEPA® 📞 1-800-878-7152 🌐 OES Wealth Partners 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.

    20 min

  4. Apr 30

    Building a Stronger Community with 100 Good Guys Connecticut

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary Eric Tashlein, founder of 100 Good Guys Connecticut, shares the story behind building a simple but a nonprofit supporting organization, designed to create consistent local impact across the Connecticut. The group brings together 100 men who each contribute $100 per quarter, collectively raising $10,000 at a time to support local nonprofits. With 42 members and nearly $20,000 already raised, Eric explains how the model proves that meaningful community impact doesn’t require complexity—just structure and consistency. He also highlights the importance of collective giving by referencing the 100 Women Who Care Connecticut group as a sister organization with a shared mission of strengthening local communities. This episode is a short look at intentional philanthropy, community connection, and how small, repeatable actions can scale into real impact when people come together around a simple system. Core Message You don’t need a complicated system to make an impact—you just need a simple structure and people willing to show up consistently. Connect with Eric Tashlein, CFP®, CEPA® 📞 1-800-878-7152 🌐 oeswealthpartners.com 100 Good Guys Connecticut: https://www.grapevine.org/giving-circle/PdWhega/100-Good-Guys-Connecticut 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.

    7 min

  5. Apr 23

    Why Most Businesses Are Closer to Breakthrough Than They Think, with Doug Rawady

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode SummaryEric Tashlein sits down with Doug Rawady to break down a common issue: businesses aren’t stuck from lack of effort—they’re stuck from lack of visibility. Doug shares how overlooked inefficiencies, underused client relationships, and weak internal alignment quietly limit growth. Instead of chasing more leads, the real opportunity is often optimizing what already exists. They also cover leadership discipline, sales process gaps, and the need to stay adaptable in a rapidly changing environment. Key TakeawaysGrowth issues are often visibility issuesExisting clients are the biggest missed opportunityNew client acquisition is far more expensive than retentionSales and marketing misalignment hurts conversionsMost teams lack a consistent sales processFocus on the core problem you solve, not just featuresProactive leadership beats reactive managementNot everything urgent is importantEmpower teams—don’t micromanageStay open-minded or risk falling behindCore MessageYou don’t need more to grow—you need to see what you’re missing. Connect with the GuestDoug Rawady 🌐 businessconciergesolutions.com 📱 203-690-2074 Connect with Eric Tashlein, CFP®, CEPA®📞 1-800-878-7152 🌐 oeswealthpartners.com DisclosureSecurities 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.

    23 min

  6. Apr 16

    The Retirement Stress Test Almost No One Passes

    Episode Notes: The Retirement Stress Test Almost No One Passes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: Retirement is often treated like a financial finish line — hit your number and you’re done. But in reality, most retirement plans fail not because of the math, but because of untested assumptions about lifestyle, identity, cash flow, taxes, and longevity. In this episode, Eric Tashlein breaks down a simple “retirement stress test” — key questions that reveal whether you’re truly prepared for the transition from earning a paycheck to living off your assets. This short but practical conversation helps you spot the gaps most people don’t see until it’s too late. Key Takeaways: Retirement challenges are often about structure and identity, not just money Your day-to-day routine matters as much as your portfolio Retirement should be viewed as a cash flow system, not just a savings target Withdrawal timing and sequence of returns can change outcomes significantly Taxes and healthcare costs must be planned proactively, not reactively Longevity risk is one of the most overlooked planning factors Being “ready to retire” is different from being “able to retire” Core Message: Retirement success comes from pressure-testing your assumptions early — not just reaching a number, but understanding what life looks like after work ends. Connect with 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. Testimonials are based upon an individual client experience, may not represent the experience of other customers, and should not be considered a guarantee or indication of future performance or success.

    10 min

  7. Apr 8

    Be Your Spouse's Financial Hero

    Episode Notes: Be Your Spouse’s Financial Hero Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary In this short episode, Eric Tashlein asks a critical question: if something happened unexpectedly, would your spouse know how to manage your finances? Most households rely on one person as the “financial lead,” which works in normal life, but can create confusion during a crisis. Eric shares research from the AICPA showing nearly 40% of adults would not feel confident managing finances alone if their spouse were gone. He introduces a simple framework—clarity, access, and confidence—and explains how a basic “Financial Household Playbook” can help couples organize accounts, cash flow, contacts, and emergency instructions so nothing is left to guesswork. Key Takeaways Financial stress usually comes from confusion, not lack of moneyOne spouse often holds most financial knowledge in a relationshipNearly 40% of adults lack confidence managing finances after a spouse’s deathClarity, access, and confidence are the foundation of preparednessA simple financial playbook can prevent crisis-driven decision making Core Message Real financial strength isn’t just building wealth; it’s making sure your spouse or significant other can confidently carry it forward. Connect with 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. Testimonials are based upon an individual client experience, may not represent the experience of other customers, and should not be considered a guarantee or indication of future performance or success.

    7 min

  8. Apr 1

    The 100 Year Wealth Plan: How Families Build Multi-Generational Legacies

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode SummaryA historic $80 trillion wealth transfer is expected over the next 20–25 years. In this episode, Eric Tashlein explains why families with $5–$10 million or more in net worth are shifting from traditional retirement planning to 100-year financial and estate planning. Eric discusses how thoughtful tax strategies, Roth conversions, and well-structured trusts can help families reduce tax erosion, protect assets, and create a financial framework designed to benefit future generations. Key TakeawaysThe U.S. is entering the largest wealth transfer in history.Higher net worth families often shift to multi-generational planning.Roth conversion strategies can reduce long-term tax burdens for heirs.Combining family trustees with corporate trustees can provide both personal insight and professional administration.Proper planning helps prevent the common “shirt sleeves to shirt sleeves” loss of wealth across generations.Core MessageTrue wealth planning goes beyond retirement. With the right structure, families can protect their assets, reduce taxes, and build a financial legacy that benefits multiple generations. Connect with Eric Tashlein, CFP®, CEPA®📞 1-800-878-7152 🌐 oeswealthpartners.com DisclosureSecurities 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.

    10 min
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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
    42
  • Rating
    Clean

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