Scaling Your Business and Wealth

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.

Scaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Episode Summary: Funding Your Retirement With a Business SaleFor 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.

Scaling Your Business and Wealth PodcastHost: 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.

Scaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Guests: Kevin Murray, Founder, Business Seller Center | Owen Murray, Business Broker, Business Seller CenterEpisode 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.

Scaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Episode Summary: The 3 Worst Retirement Mistakes I See All the TimeMost 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.

Scaling 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 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.

Scaling 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 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.

Scaling 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 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.

Scaling 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 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 MessageLong-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 LinkedInConnect with Eric Tashlein, CFP®, CEPA®📞 1-800-878-7152 🌐 OES Wealth PartnersDisclosureSecurities 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.

Episode 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 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 MessageYou 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.com100 Good Guys Connecticut: https://www.grapevine.org/giving-circle/PdWhega/100-Good-Guys-ConnecticutDisclosureSecurities 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.

Episode 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 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 📱 203-690-2074Connect with Eric Tashlein, CFP®, CEPA®📞 1-800-878-7152 🌐 oeswealthpartners.comDisclosureSecurities 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.

Episode 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 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.comDisclosure: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.

Episode 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 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 TakeawaysFinancial 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 makingCore MessageReal 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.comDisclosureSecurities 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.

Episode 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 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.comDisclosureSecurities 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.

Episode 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 retirement. With the right structure, families can protect assets, reduce taxes, and build a lasting legacy.Connect with Eric Tashlein, CFP®, CEPA® 📞 1-800-878-7152 🌐 oeswealthpartners.comDisclosure 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.

Episode 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’t compromise margins for the wrong workLead with humility and trust, not egoBalance speed, reliability, and cost with smart inventory and serviceCore MessageA lasting business depends on people, trust, and precision. Empowered teams allow leaders to focus on growth and sustain success.Connect with the GuestAutac Inc.: https://autacusa.com/Marie Louise Burkle : [email protected] with Eric Tashlein📞 1-800-878-7152🌐 oeswealthpartners.comDisclosureSecurities 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.

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 refers to $30M+ in total wealthLarge retirement accounts can carry significant future tax exposureThe SECURE Act accelerated taxes on inherited retirement accountsTax planning and Roth strategies become more important as wealth growsConnectPhone: 1-800-878-7152Website: oeswealthpartners.comDisclosureSecurities 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.

Episode 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, mentorship, and surrounding yourself with the right people.A practical conversation on succession, culture, and building a business that lasts.Key TakeawaysGrowth starts with the right people.Experience and innovation must work together.Listening first leads to better solutions.Systems drive consistency and scale.Succession requires full commitment.Core MessageEnduring businesses aren’t built on shortcuts. They’re built on trust, strong processes, and a team committed to solving real problems — generation after generation.Connect with the GuestReliable Fence CT🌐 reliablefencect.com📞 203-933-5404Connect with Eric TashleinEric Tashlein, CFP®, CEPA®📞 1-800-878-7152🌐 oeswealthpartners.comDisclosureSecurities 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.

Episode 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 workforceCommunity and sustainability initiatives reflect core valuesCore MessageInvesting in people, processes, and purpose allows businesses to scale sustainably without sacrificing quality or culture.Connect with Jim Gildea: 203-334-1212 | [email protected] with Eric Tashlein: 1-800-878-7152 | oeswealthpartners.comDisclosureSecurities 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.

Episode 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 outcomesRetirement is often phased, not a clean breakIncome flexibility matters more than income levelInterest rates and inflation have changed the mathTechnology affects how time is spentCommunity must be built intentionallyRetirement is a beginning, not an endingConnectPhone: 1-800-878-7152Website: oeswealthpartners.comDisclosureSecurities 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.

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 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 durable growthHow to scale teams without losing culture or accountabilityWhen acquisitions accelerate growth—and when restraint matters moreThe leadership traits that separate enduring companies from short-lived onesWhat business owners should understand about today’s shifting talent landscapeThroughout the episode, Eric connects Tom’s experience to the financial realities business owners face—cash flow pressure, reinvestment decisions, risk management, and long-term wealth creation.This episode is for founders, executives, and business owners focused on building companies—and personal wealth—that last.Guest ResourcesThomas MercaldoPresident, Aquinas ConsultingWebsite: https://www.aquinasconsulting.comEmail: [email protected]: 203-876-7822LinkedIn: https://www.linkedin.com/in/thomas-mercaldoHost ResourcesEric TashleinHost, Scaling Your Business and WealthWebsite: https://www.oeswealthpartners.comPhone: 1-800-878-7152LinkedIn: https://www.linkedin.com/in/erictashleinThis podcast is for informational purposes only and does not constitute investment advice. Securities are offered through registered representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc. OES Wealth Partners, LLC and Cambridge are not affiliated.

The 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 — often cause the most damage during transitions such as retirement, health events, or succession.Drawing from decades of advisory experience and a personal family story, this episode helps business owners understand how proactive conversations can dramatically reduce conflict, taxes, and uncertainty — while protecting both enterprise value and family relationships.Topics Discussed:Why successful business owners avoid financial conversations — and the cost of doing soThe difference between having a plan and having clarityHow unclear expectations undermine succession and continuityThe role communication plays in protecting enterprise and family wealthWhat heirs and stakeholders really want from leadershipPractical ways to begin conversations without creating resistance“Micro-meetings” as a tool for high-performing families and ownersWhy succession planning is a process, not a documentHow leadership communication impacts legacy beyond dollarsIf you’re a business owner with growing complexity, this episode will help you assess whether your planning is truly prepared — or just documented.Resources & Links:Visit OES Wealth Partners for personalized wealth management, estate, and business planning strategies https://www.oeswealthpartners.com/Follow Scaling Your Business & Wealth for actionable insights on protecting your wealth, growing your business, and leaving a lasting legacy

The 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 standards of social and environmental impact.Listeners will gain insights into:How investing in healthier work environments boosts efficiency and profitabilityThe challenges and opportunities of scaling into global marketsLeading with culture across international teamsStrategic partnerships that drive growth instead of transactionsThe future of self-service technology and point-of-sale innovationThe leadership lessons that shaped Joe’s 20+ year journeyThis conversation is a masterclass in purposeful leadership, innovation, and building companies that are designed not just to grow — but to last.Resources & Links:Visit OES Wealth Partners for personalized wealth management, estate, and business planning strategies  https://www.oeswealthpartners.com/Follow Scaling Your Business & Wealth for actionable insights on protecting your wealth, growing your business, and leaving a lasting legacyConnect with Joe Weber, EVP of Global Distribution, HumanscaleHumanscale: https://www.humanscale.com/Joe Weber: https://www.linkedin.com/in/joseph-weber-69750b/

Probate & 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 your real estate portfolio, this episode provides practical guidance to safeguard your legacy and preserve your wealth for future generations.Resources & Links:OES Wealth Partners – Personalized wealth management and business planning strategiesConnect with Michael Iacurci – Learn more about his probate, real estate, and estate planning expertise

10 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 insurance coverage, estate plans, and charitable giving strategies, this episode is your blueprint for ending the year with clarity, control, and purpose.If you’ve already achieved significant success but want to elevate your wealth strategy, this discussion goes beyond numbers—it’s about aligning your financial decisions with your goals, values, and legacy.Whether you’re planning a liquidity event, expanding your business, or ensuring your wealth lasts for generations, Eric’s insights will help you make smarter, more strategic decisions before December 31st.🔑 Key Takeaways:Why year-end planning matters for high-net-worth individuals and business leaders.Optimize taxes, cash flow, and retirement contributions to finish the year strong.Review insurance coverage including life, disability, umbrella, and key person policies.Preserve and grow wealth through estate and trust planning, charitable giving, and strategic gifting.Align wealth with values and legacy to ensure intentional impact and long-term financial freedom.📈 Perfect For:Entrepreneurs & business owners looking to maximize year-end opportunitiesHigh-net-worth individuals focused on wealth preservation and legacy buildingExecutives who want clarity, control, and confidence going into the new year🔗 Resources & Links:Visit OES Wealth Partners for personalized wealth strategiesFollow Scaling Your Business & Wealth for insights to grow your business, preserve wealth, and build your legacyContact Eric Tashlein, CFP®, at 1-800-878-7152

Mastering 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 demonstrates how small, intentional changes in communication can produce big results—helping you lead more effectively, strengthen relationships, and motivate action without manipulation.Whether you’re a business owner, entrepreneur, or executive looking to scale your influence, this episode provides practical strategies to apply behavioral science in the boardroom, with clients, and within your team.Key Takeaways & Timestamps: 00:00 – 02:00 | Introduction: Scaling business and wealth through influence 02:01 – 06:00 | Why persuasion is the ultimate business skill 06:01 – 10:00 | How emotional decision-making shapes influence 10:01 – 14:00 | Dr. Cialdini and the science behind ethical persuasion 14:01 – 20:00 | The seven principles of persuasion: overview and applications 20:01 – 26:00 | Building trust with reciprocity, liking, and unity 26:01 – 32:00 | Reducing uncertainty with authority and social proof 32:01 – 38:00 | Motivating action with consistency and scarcity 38:01 – 44:00 | Real-world case studies: health plans, KPMG, and restaurants 44:01 – 48:00 | Common persuasion mistakes and the right communication channels 48:01 – 51:00 | Key principles to master, personal takeaways, and bonus insightsResources & Links:Visit OES Wealth Partners for personalized wealth strategiesFollow Scaling Your Business & Wealth for practical insights to grow your business, preserve wealth, and build a lasting legacyConnect with Ezio Sabatino on LinkedIn or at Cialdini.com for a free tip sheet on ethical persuasion

Discover 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 practical strategies to navigate markets with confidence.Key Takeaways & Timestamps:00:00 – 01:30 | Introduction and Q4 2025 market overview01:31 – 03:15 | Fed decisions, internal dissent, and political pressures impacting interest rates03:16 – 04:45 | AI capital expenditures: corporate strategy and economic impact04:46 – 06:15 | U.S. housing market trends and affordability challenges06:16 – 07:30 | Insights on CAPE ratios and long-term equity valuation expectations07:31 – 08:45 | Cash on the sidelines: why it may not drive a market rally08:46 – 10:00 | Key takeaways and strategies for business leaders and investorsResources & Links:Visit OES Wealth Partners for personalized wealth strategiesFollow Scaling Your Business & Wealth for insights on growing your business, preserving wealth, and building a lasting legacyShare this episode with fellow entrepreneurs to help them navigate today’s financial landscape

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 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 novelty.Leverage strategic international operations for speed and cost efficiency.Build ethical company culture to attract and retain top talent.Timestamps:[00:00] Welcome & episode focus[00:15] Introducing Michael Maguire[02:08] Early career and joining Structural Graphics[07:50] Disney Mission Space case study[13:26] Leadership lessons and employee development[18:00] Community impact and philanthropy[23:00] Legacy and company vision[26:15] Connect with Michael & resourcesResources & Links:Structural GraphicsRed Paper PlaneOES Wealth PartnersConnect & Share:Follow Scaling Your Business & Wealth for insights on growing your business, preserving wealth, and building a lasting legacy. Share this episode with fellow entrepreneurs, and visit OES Wealth Partners for personalized wealth strategies.

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 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 children for financial responsibility • Practical steps to align wealth with values and legacyWhether you’re an entrepreneur, business owner, or high-net-worth individual planning for the future, this episode will help you protect both your wealth and your family.🎧 Listen now and learn how to pass wealth with wisdom.

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.

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.

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 lasting wealth and peace of mind. The examples provided are hypothetical in nature and do not reflect a specific individual or situation.

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.

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 and grow your wealth, you’re in the right place.

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.

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 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.

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.

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 favorite podcast platform to stay informed and inspired!

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.

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 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.

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.