Scaling Your Business and Wealth

Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: Wealth Across Three Generations: Why Financial Behavior Matters More Than Financial Education Wealth transfer is often viewed as something that happens when assets legally pass from one generation to the next. But long before that happens, families are already passing down financial behaviors, habits, attitu...

Scaling Your Business and Wealth Podcast Host: 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 pla...

Scaling Your Business and Wealth Podcast Host: 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...

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 consid...

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 Summary Selling 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 b...

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 dec...

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 mistake...

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 ret...

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 t...

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 re...

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...

Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary Eric 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 chasin...

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 l...

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...

Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary A 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...

Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary Eric explores why future tax rates—not market risk—may be the biggest threat to retirement wealth. With high government debt and historically low tax rates, now may be a key window for Roth conversion planning. Key Takeaways Today’s low tax environment may not last Traditional retirement account...

Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary Eric Tashlein talks with Marie Louise Burkle, CEO of Autac Inc. , a family-owned manufacturer of custom retractile cords since 1947. Marie shares how precision, trust, and empowered employees allow Autac to thrive without chasing volume. She discusses the value of customization, building a stron...

Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Summary What does it really mean to be high net worth or ultra-high net worth? In this episode, Eric explains how the financial industry defines these categories and why the label matters less than how wealth is structured. As portfolios grow, the focus shifts from simply accumulating assets to managing taxes,...

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 sc...

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, cu...

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...

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 servi...

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 preserva...

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 shar...

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 ma...