Shows
Scaling Your Business and WealthWhen Success Becomes Risk: The Hidden Problems with Concentrated Stock PositionsScaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Episode Summary: When Success Becomes Risk: The Hidden Problems with Concentrated Stock PositionsA 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...
2026-06-2908 minScaling Your Business and WealthRetiring at 55: What Most Plans Miss About the 55-65 TransitionScaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Episode Summary: Retiring at 55: What Most Plans Miss About the 55-65 TransitionRetiring 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 wo...
2026-06-1508 minScaling Your Business and WealthThe Five-Year Window That Changes EverythingScaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Episode Summary: The Five-Year Window That Changes EverythingThe 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 pl...
2026-05-2707 minScaling Your Business and WealthThe Discipline Behind a Construction Supply Leader: Kamco Supply Corp. of New England, with Jay Sheehy and Dan O’ConnorScaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Guests:Jay Sheehy: President, Kamco Supply Corp. of New EnglandDan O'Connor: Chief Marketing Officer, Kamco Supply Corp. of New EnglandEpisode SummaryIn 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 truste...
2026-05-1819 minScaling Your Business and WealthBuilding a Stronger Community with 100 Good Guys ConnecticutEpisode NotesScaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Episode SummaryEric 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 h...
2026-04-3006 minScaling Your Business and WealthWhy Most Businesses Are Closer to Breakthrough Than They Think, with Doug RawadyEpisode NotesScaling Your Business and Wealth PodcastHost: 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 rapidl...
2026-04-2322 minScaling Your Business and WealthThe Retirement Stress Test Almost No One PassesEpisode Notes: The Retirement Stress Test Almost No One PassesScaling Your Business and Wealth PodcastHost: 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 fro...
2026-04-1609 minScaling Your Business and WealthBe Your Spouse's Financial HeroEpisode Notes: Be Your Spouse’s Financial Hero Scaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Episode SummaryIn 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 int...
2026-04-0807 minScaling Your Business and WealthThe 100 Year Wealth Plan: How Families Build Multi-Generational LegaciesEpisode NotesScaling Your Business and Wealth PodcastHost: 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...
2026-04-0110 minScaling Your Business and WealthWhy Debt and Historically Low Taxes Matter for Roth ConversionsEpisode NotesScaling Your Business and Wealth PodcastHost: 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 TakeawaysToday’s low tax environment may not lastTraditional retirement accounts carry future tax liabilityRoth conversions can reduce long-term tax riskTiming conversions strategically is criticalCore Message True wealth planning goes beyond r...
2026-03-2506 minScaling Your Business and WealthWhen Custom Beats Scale: Lessons from Autac Inc. CEO Marie-Louise BurkleEpisode NotesScaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA®Episode SummaryEric 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 strong culture, and protecting margins, especially in industries where failure isn’t an option.Key TakeawaysEmpower employees to solve problems and reduce downtimeUse customization as a strategic advantageKnow your value; don’...
2026-03-1823 minScaling Your Business and WealthAm I High Net Worth or Ultra-High Net Worth?Episode NotesScaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®SummaryWhat 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, retirement distributions, and estate planning efficiently.Key TakeawaysHigh net worth generally means $1M+ in investable assetsUltra-high net worth typically re...
2026-03-1009 minScaling Your Business and WealthBeyond the Posts: Inside Reliable Fence’s Family Legacy and Craftsmanship, with David and Deven IannoneEpisode NotesScaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Episode SummaryIn 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, ment...
2026-03-0533 minScaling Your Business and WealthRunning a Legacy: How Bigelow Tea Scales Operations Without Compromise with Jim GildeaEpisode NotesScaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Episode SummaryGrowing 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 TakeawaysAutomation boosts efficiency and protects employeesQuality is always the top priorityDeveloping and promoting talent from within drives growthPartnerships with local programs strengthen the work...
2026-02-2527 minScaling Your Business and Wealth 9 Reasons Retirement Advice May Be Outdated - What Actually Matters NowEpisode NotesScaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®SummaryMuch 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 TakeawaysRetirement now spans decades, not yearsLongevity and healthcare costs reshape planningEmployers no longer manage retirement outc...
2026-02-1716 minScaling Your Business and WealthThe Growth Playbook: Scaling a $32M Business with Thomas MercaldoScaling 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 durabl...
2026-01-2735 minScaling Your Business and WealthThe High-Stakes Conversations That Protect Business and Family WealthThe High-Stakes Conversations That Protect Business and Family WealthWhy successful leaders must address money, succession, and family clarity before it’s too lateSummary: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...
2025-12-2212 minScaling Your Business and WealthThe Workplace That Works: Leading Through Transformation with Joseph WeberThe Workplace That Works: Scaling Growth & Innovation with Joe WeberSummary: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 stan...
2025-12-0825 minScaling Your Business and WealthProbate & Estate Planning: Protect Your Wealth, Business & Legacy with Attorney Michael IacurciProbate & Estate Planning: Protect Your Wealth, Business & Legacy with Attorney Michael IacurciIn 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 yo...
2025-11-2442 minScaling Your Business and WealthYear-End Moves the Wealthy Make: 10 Strategies to Build Momentum Before 202610 Year-End Financial Moves Wealthy Individuals Make to Protect, Grow, and Direct Their Wealth💡 Episode SummaryIn 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 insura...
2025-11-1010 minScaling Your Business and WealthThe Science of Persuasion: Why Influence Outranks Strategy in Business Success with Ezio SabatinoMastering the Art of Persuasion: Ethical Influence for Business LeadersIn 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 communication across every facet of business—from leadership and negotiation to marketing and sales.Ezio shares real-world examples and actionable insights on the seven principles of persuasion, including reciprocity, liking, unity, social proof, authority, consistency, and scarcity. He...
2025-10-3051 minScaling Your Business and Wealth2025 Market & Economic Outlook: Fed Moves, AI Spending, and Housing Trends Every Investor Should KnowDiscover the key market and economic trends shaping Q4 2025In 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 leaders.We also explore the U.S. housing market, affordability challenges, and what elevated valuations mean for long-term equity expectations. Whether you’re an entrepreneur, investor, or simply looking to understand the financial landscape, this episode offers pract...
2025-10-2210 minScaling Your Business and WealthInnovate, Scale, Lead: Michael Maguire on Building Structural Graphics into a Business That LastsHow 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 actionable strategies for scaling growth, leading with integrity, and building a business that endures.Key Takeaways:“The most important thing you do as a leader is developing your people and build trust.”Pursue innovations that provide lasting value, not just...
2025-10-1626 minScaling Your Business and WealthHow to Pass $100M to Your Children Without Ruining ThemPassing 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 strengthens, not weakens the next generation.What you’ll learn in this episode: • Why “how” you pass wealth matters more than “how much” • Common pitfalls families face when transferring large estates • How to prepare child...
2025-10-0608 minScaling Your Business and WealthBridging the Innovation Divide: Paul Lavoie on AI, Talent, and the Future of Smart Manufacturing 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 connects AI, academia, and advanced manufacturing, Paul shares how smart leaders prepare for long-term growth, not just the next quarter.
2025-09-3042 minScaling Your Business and WealthSocial Security at 62, 67 or 70. What’s Right for You?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 expectancy factors ✔️ Tax-smart timing opportunities ✔️ Who benefits most from each option👉 If you're a business owner or professional nearing retirement, this episode is a must-listen.
2025-09-2407 minScaling Your Business and WealthScaling Smarter: Manufacturing Leadership and Sales Strategy with Michael StarkIn 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.
2025-09-0836 minScaling Your Business and WealthTurning Your Business into Retirement WealthIn 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 lasting wealth and peace of mind. The examples provided are hypothetical in nature and do not reflect a specific individual or situation.
2025-08-2811 minScaling Your Business and WealthBlueprints for Success: Dean Petrucelli & David Stein of Silver Petrucelli & Assoc.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 creative leaders.Whether you’re building a business, a career, or your wealth – this conversation is your blueprint. Let’s dive in.
2025-08-211h 24Scaling Your Business and WealthWhen Can I Retire?!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.
2025-08-0807 minScaling Your Business and WealthPortfolio Themes for Q3 2025: Patience, Policy and PositioningOn 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.
2025-07-2307 minScaling Your Business and WealthTax Planning for High-Net-Worth Individuals with CPA, Dennis ColeToday’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 and grow your wealth, you’re in the right place.
2025-07-2231 minScaling Your Business and WealthTax Planning for High-Net-Worth Individuals with CPA, Dennis ColeIn this episode I sit down with Dennis Cole, CPA and Managing Partner at Beers, Hamerman, Cohen & Burger, to unpack the complex tax strategies high-net-worth individuals need—from sophisticated entity structures, investment and real estate tactics, to legacy and trust planning. They highlight common missteps even the wealthy make and offer smart, proactive tips to optimize tax efficiency, protect assets, and grow long-term wealth.
2025-07-2129 minScaling Your Business and WealthBuilt to Scale - Lessons in Leadership, Innovation & Legacy with Frank Ferrucci In this episode, Eric Tashlein sits down with Frank Ferrucci, President of F+F Mechanical, 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.
2025-07-1839 minScaling Your Business and WealthInnovation & Inspiration: Inside Modern Plastics with Bing CarboneIn 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 wisdom on manufacturing innovation and leadership. Ideal for entrepreneurs, industry leaders, and curious minds, this episode delivers inspiration and strategy from one of the plastics sector’s most multifaceted voices.
2025-06-2558 minScaling Your Business and WealthPodcast 9: "Desire the Yachting Life? Meet the Petzold's of New England's Premier Yacht Family"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 changing tides of the marine industry.
2025-06-1856 minScaling Your Business and WealthLegal Landmines & Smart Exits: A Business Owner’s Guide with Attorney Joseph Fournier"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.
2025-05-2723 minScaling Your Business and Wealth"Are You Ready to Retire? Start with These 7 steps"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 favorite podcast platform to stay informed and inspired!
2025-05-1511 minScaling Your Business and Wealth"Built to Last: The Family Behind Pat Munger Construction, Inc"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 their company culture, and some of the secrets behind their long-term success. Whether you're in business, in a family business, or just love a good entrepreneurial story, this one’s for you.
2025-04-281h 10Scaling Your Business and Wealth$2,000,000+ Estate Planning DiscussionEstate Planning Attorney & Former Probate Judge Paul Knierim on estate planning for those with $2,000,000-$50,000,000+ net worth
2025-04-1834 minScaling Your Business and WealthA conversation with Randy Hale of Hale PropellerIn 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 professional, or just curious about what happens below the waterline, this conversation offers a fascinating look into a niche that keeps the boating world turning.
2025-04-1440 minScaling Your Business and WealthJamison Scott President of Air Handling Systems shares his thoughts on the team building and scaling his successful business.Jamison Scott President of Air Handling Systems shares his thoughts on team building and scaling his successful business.
2025-03-2829 minScaling Your Business and WealthWhy I love the Roth IRAWhy I love the Roth IRA. How Roth IRAs can help you with your wealth aspirations.
2025-03-0708 minScaling Your Business and WealthLearn about the Scaling Your Business and Wealth Podcast in this inaugural episode!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.
2025-03-0511 min