Scaling Your Business and Wealth

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...

Mastering the Art of Persuasion: Ethical Influence for Business Leaders In this episode of Scaling Your Business and Wealth , Eric Tashlein, CFP®, sits down with Ezio Sabatino, one of only 90 people worldwide certified by Dr. Robert Cialdini, the pioneer of the science of persuasion. Together, they explore how ethical, evidence-based influence can build trust, drive growth, and improve communicati...

Discover the key market and economic trends shaping Q4 2025 In this episode of Scaling Your Business and Wealth , Eric Tashlein, CFP®, breaks down the latest macroeconomic trends and market forces shaping Q4 2025. From the Fed’s rate decisions and internal policy dissent to AI capital expenditures transforming corporate balance sheets, Eric provides actionable insights for investors and business l...

How do innovative leaders scale a business without sacrificing culture or creativity? In this episode of Scaling Your Business & Wealth , Eric Tashlein, CFP®, interviews Michael Maguire, Chairman of Structural Graphics, a global leader in dimensional print and paper engineering. Michael shares how he transformed a struggling company into a creative powerhouse for Fortune 500 brands, revealing...

Passing on significant wealth is more than a financial transaction. It’s a family legacy decision. Done poorly, inheritances can create entitlement and division. Done right, they can inspire purpose, responsibility, and lasting values. In this episode of Scaling Your Business & Wealth , Eric Tashlein CFP™, shares strategies for preparing your heirs and structuring your wealth transfer so it st...

What does it really take to future-proof your business and your industry? In this episode of Scaling Your Business & Wealth , I sit down with Paul Lavoie, Vice President of Innovation and Applied Technology at the University of New Haven and former Chief Manufacturing Officer for the state of Connecticut. From leading state-wide industrial strategy to building a cutting-edge R&D Park that...

Deciding when to claim Social Security is one of the biggest retirement income choices you’ll face. Making the right move can add tens of thousands to your lifetime benefits. In this episode of Scaling Your Business & Wealth , I break down the pros and cons of claiming at 62, full retirement age, or delaying until 70. You’ll learn: ✔️ How benefits are calculated ✔️ Break-even analysis and life...

In this episode of Scaling Your Business and Wealth , Michael Stark, President of OMERIN USA, shares how he rose from the shop floor to leading a growing manufacturing business. He dives into sales strategy, leadership, and how to scale without sacrificing quality or culture. If you're navigating growth in uncertain markets, this conversation is packed with practical insights.

In this episode of Scaling Your Business and Wealth , host Eric Tashlein explores one of the most important and often overlooked topics for business owners: How to sell your business to fund your retirement. Eric breaks down why early planning matters, how to build transferable value, and what steps you can take now to prepare. Real stories and expert insights to help you turn your business into l...

In this episode of Scaling Your Business and Wealth, I sit down with Dean Petrucelli and David Stein, principals of a dynamic architecture, engineering, and design firm that’s reshaping communities across Connecticut and beyond. We’ll explore their journey from startup struggles to regional success, their approach to sustainable design, and the lessons they’ve learned as both business owners and c...

In this episode of Scaling Your Business and Wealth , Eric Tashlein dives into the big question: “When can I retire?” He shares a heartfelt story about his father’s own retirement journey—and in doing so, challenges the more important follow-up: Yes, retirement is about timing—but even more so, it’s about purpose.

On this latest episode of Scaling Your Business and Wealth Podcast , I break down the key themes shaping Q3 2025—from rising tariffs and Fed indecision to equity rebounds and global market shifts. We cover why staying diversified and invested matters more than ever, even in uncertain times. If you want to grow your portfolio and your financial confidence, this episode is for you.

Today’s guest is Dennis Cole, CPA and Managing Partner at Beers, Hamerman, Cohen & Burger. We’ll explore advanced tax planning strategies tailored for high‑net‑worth individuals—what makes their tax landscape more complex, common mistakes even successful people make, and smart moves around entity structuring, investments, real estate, and legacy planning. If you want actionable tips to protect...

In this episode, Eric Tashlein sits down with Frank Ferrucci, President of F+F Mechanica l , a family-owned business delivering top-tier mechanical solutions for over 40 years. Frank shares how he scaled a regional powerhouse while staying true to his family business roots—embracing lean construction, innovation, and purpose-driven leadership along the way.

In this wide-ranging conversation, Eric sits down with Bing Carbone, president and third-generation leader of Modern Plastics—celebrating its 80th year at the forefront of the plastic industry. Bing is a true modern-day Renaissance man—an AI aficionado, author, consultant, guitarist, gardener, artist, and chef—who seamlessly blends creative passions with executive role. He shares hard-earned wisdo...

Step aboard for a story of passion, perseverance, and pristine yachts. In this episode, we sit down with Bob and Heather Petzold-Bell of Petzold Marine Services — a fourth-generation, family-owned leader in New England yacht sales. With 80 years of experience, marina ownership, and top-tier service under their belts, the Petzold's share their journey of navigating business, family, and the changin...

What’s the right legal structure for your business? How do you avoid disaster when partnering with friends or family? And what does smart exit planning really look like? In this episode, attorney Joseph Fournier breaks down business structures, common partnership mistakes, and the legal moves to make now if you want to sell your business later.

Are you planning your retirement escape soon? Discover the 7 essential steps to help you retire—with guidance from Eric Tashlein, CFP®, Connecticut’s trusted retirement planner. With decades of experience and a proven track record of helping people transition confidently into retirement, Eric shares actionable insights to help you begin your next chapter. PS. Don’t forget to subscribe on your favo...

What does it take to build a business that stands the test of time, brick by brick and generation by generation? In this episode, I sit down with the father-son duo David and James DeMaio, leading Pat Munger Construction, Inc., a powerhouse in the construction industry known for quality, integrity, and innovation. We talk about the rewards of working together as a family, how their values shape th...

Estate Planning Attorney & Former Probate Judge Paul Knierim on estate planning for those with $2,000,000-$50,000,000+ net worth

In this episode, we sit down with Randy Hale, President of Hale Propeller, a leading force in marine propeller repair, maintenance, and sales with locations in Old Saybrook, Connecticut and Beaufort, North Carolina. Randy shares the story behind the family-run business, how Hale Propeller became a trusted name in the maritime world. Whether you're a recreational boater, a marine industry professio...

Jamison Scott President of Air Handling Systems shares his thoughts on team building and scaling his successful business.

Why I love the Roth IRA. How Roth IRAs can help you with your wealth aspirations.

Learn about the Scaling Your Business and Wealth Podcast in this inaugural episode! Eric discusses the premise of the pod and information on our firm.