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. Sep 3

    How Should You Transfer Wealth to the Next Generation?

    Scaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA® Episode Summary: How Should You Transfer Wealth to the Next Generation? Transferring wealth to children and grandchildren is about more than simply choosing an account. In this episode, Eric Tashlein explores several wealth-transfer strategies, including Trump Accounts, outright gifts, UTMA/UGMA accounts, trusts, and 529 plans. He explains how each option can serve a different purpose and why the right strategy depends on your goals, the amount being transferred, and the age and financial maturity of the recipient. Key Takeaways: Trump Accounts may provide a way to begin investing for eligible children while they are young.Outright gifts offer flexibility but also mean giving up control over how the money is used.UTMA and UGMA accounts allow a custodian to manage assets for a minor, but the child eventually gains control of the account.Trusts can provide greater control over when, how, and for what purposes wealth is distributed.A 529 plan can be an effective strategy when education is the primary goal.Wealth-transfer planning should consider not only how much you give, but whether the next generation is prepared to manage it.Core Message: When transferring wealth, don't start by asking, "Which account should I use?" Start by asking, "What do I want this money to accomplish?" The right strategy is the one that aligns the wealth with your goals and the people you're trying to help. 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.

  2. Aug 24

    Funding Your Retirement With a Business Sale

    Scaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA® Episode Summary: Funding Your Retirement With a Business Sale For many business owners, their company is their largest asset and a key part of their retirement plan. Eric Tashlein explains why a successful business exit requires more than knowing the sale price. He covers retirement needs, business valuation, taxes, payment structures, reducing owner dependence, and preparing for life after the sale. Key Takeaways: Know how much you actually need from the sale to fund retirement.Build a business that can operate without you.Understand taxes, costs, and how and when you will be paid.Reduce your financial dependence on the business before selling.Plan for both the financial and personal transition into retirement. Core Message: The goal isn't simply to sell your business for the highest price. It's to turn the wealth you've spent decades creating into financial independence and the freedom to enjoy your next chapter. 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.

  3. Aug 5

    Is Working One More Year Really Worth It?

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: Is Working One More Year Really Worth It?You've reached the point where you could retire comfortably, yet you keep telling yourself, "Just one more year." But what if the real cost of working longer isn't financial? In this episode, Eric challenges listeners to think beyond retirement projections and consider the value of their healthiest years. He discusses why financial independence is about more than having enough money and how delaying retirement may mean giving up experiences that can't be replaced. Key Takeaways:Why "just one more year" can become an expensive habit.The importance of considering healthy years, not just life expectancy.How fear and identity often influence retirement decisions.Why time with loved ones may be your most valuable asset.Core Message:Money is renewable. Healthy years are not. True financial independence is having the freedom to choose how you spend the years that matter most. 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.

  4. Jul 23

    Your Business Exit Strategy: How to Maximize Value and Find the Right Buyer, with Kevin and Owen Murray

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Guests: Kevin Murray, Founder, Business Seller Center | Owen Murray, Business Broker, Business Seller Center Episode SummarySelling a business involves much more than finding a buyer. Eric Tashlein sits down with Kevin and Owen Murray of Business Seller Center to discuss how business owners can increase company value long before they go to market. They explain why early exit planning, reducing owner dependency, documenting systems, and attracting the right buyer can lead to a stronger outcome. The conversation also covers what today's buyers are looking for and why preparing for life after the sale is just as important as preparing the business itself. Key TakeawaysPlan your exit years before selling.Reduce owner dependency to increase business value.Strong systems and documentation make businesses more attractive to buyers.The best buyer isn't always the highest bidder.Deal structure and tax planning matter as much as purchase price.Prepare financially and personally for life after the sale.Core MessageA successful business sale doesn't begin when you decide to sell—it begins years earlier. By building transferable systems, reducing owner dependency, and planning strategically, business owners can maximize both the value of their company and the opportunities available after the sale. Connect with Kevin and Owen Murray🌐 https://businesssellercenter.com/ Connect with Eric Tashlein, CFP®, CEPA®📞 1-800-878-7152 🌐 https://www.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.

  5. Jul 8

    The 3 Worst Retirement Mistakes I See All the Time

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: The 3 Worst Retirement Mistakes I See All the Time Most retirement mistakes aren't caused by bad investments. They're caused by bad timing. In this episode, Eric Tashlein discusses three common retirement planning mistakes that can quietly impact long-term financial success: assuming taxes will naturally decrease in retirement, underspending out of fear of running out of money, and maintaining the same investment strategy used during the accumulation years. Eric explains why retirement requires a different approach to taxes, income, spending, and portfolio management, and why avoiding these common blind spots can have a greater impact than chasing higher returns. Key Takeaways: • Retirement taxes often change, not disappear. • Fear of running out of money can lead to unnecessary underspending. • Retirement portfolios require a different strategy than accumulation portfolios. • Sequence of returns risk becomes increasingly important once withdrawals begin. • Successful retirement planning is often about avoiding costly mistakes. Core Message: A successful retirement is built through thoughtful planning, smart timing, and avoiding the mistakes that can reduce flexibility later in life. 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.

  6. Jun 30

    When Success Becomes Risk: The Hidden Problems with Concentrated Stock Positions

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: When Success Becomes Risk: The Hidden Problems with Concentrated Stock Positions A successful investment can become one of the biggest risks in your financial plan. In this episode, Eric Tashlein discusses the hidden challenges of concentrated stock positions and why they often come from success, not mistakes. Company stock, stock options, and long-term investments can create significant wealth, but over time they can also create unintended risk. Eric explores why it can be difficult to sell a position that has performed well, the emotional connection investors develop with their biggest wins, and why protecting wealth requires a different mindset than building it. Key Takeaways: • Concentrated stock positions often develop from success, not poor decisions. • A winning investment can become a risk when too much of your financial future depends on one outcome. • The hardest investments to sell are often the ones that created the most wealth. • Building wealth and protecting wealth require different strategies. • Diversification is not about abandoning what worked. It is about creating long-term durability. Core Message: The investment that helped create your wealth may not be the investment that protects it. Long-term wealth management is about recognizing when success has created new risks and making thoughtful decisions to preserve what you have built. 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. Testimonials are based upon an individual client experience and may not represent the experience of other customers and should not be considered a guarantee or indication of future performance or success.

  7. Jun 15

    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. 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.

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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
    48
  • Rating
    Clean

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