Scaling Your Business and Wealth

Business and team-building ideas from interviews with some of Connecticut's leading business owners. Wealth-building discussions with Eric Tashlein, CFP(r), and guests such as Estate Planning Attorneys, CPAs, and Investment Professionals. The show is for business owners and professionals seeking ways to help build their wealth and business. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and OES Wealth Partners are not affiliated. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.

Scaling Your Business and Wealth is a business podcast hosted by Eric Tashlein, with 46 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Eric Tashlein hosts Scaling Your Business and Wealth, a business show with 46 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #46

  Is Working One More Year Really Worth It?

  Aug 5, 20266 minS2

  Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: Is Working One More Year Really Worth It? You've reached the point where you could retire comfortably, yet you keep telling yourself, "Just one more year." But what if the real cost of working longer isn't financial? In this episode, Eric challenges listeners to think beyond retirement projections and consider the value of their healthiest years. He discusses why financial independence is about more than having enough money and how delaying retirement may mean giving up experiences that can't be replaced. Key Takeaways: Why "just one more year" can become an expensive habit. The importance of considering healthy years, not just life expectancy. How fear and identity often influence retirement decisions. Why time with loved ones may be your most valuable asset. Core Message: Money is renewable. Healthy years are not. True financial independence is having the freedom to choose how you spend the years that matter most. Connect with Eric Tashlein, CFP®, CEPA®: 203-350-4050 OES Wealth Partners: https://www.oeswealthpartners.com/ LinkedIn: https://www.linkedin.com/in/eric-a-tashlein/ Disclosure: Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

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  Episode #45

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

  Jul 23, 202632 minS2

  Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Guests: Kevin Murray, Founder, Business Seller Center | Owen Murray, Business Broker, Business Seller Center Episode Summary Selling a business involves much more than finding a buyer. Eric Tashlein sits down with Kevin and Owen Murray of Business Seller Center to discuss how business owners can increase company value long 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 Takeaways Plan 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 Message A 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/ Disclosure Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

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  Episode #44

  The 3 Worst Retirement Mistakes I See All the Time

  Jul 8, 20268 minS2

  Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: The 3 Worst Retirement Mistakes I See All the Time Most retirement mistakes aren't caused by bad investments. They're caused by bad timing. In this episode, Eric Tashlein discusses three common retirement planning mistakes that can quietly impact long-term financial success: assuming taxes will naturally decrease in retirement, underspending out of fear of running out of money, and maintaining the same investment strategy used during the accumulation years. Eric explains why retirement requires a different approach to taxes, income, spending, and portfolio management, and why avoiding these common blind spots can have a greater impact than chasing higher returns. Key Takeaways: • Retirement taxes often change, not disappear. • Fear of running out of money can lead to unnecessary underspending. • Retirement portfolios require a different strategy than accumulation portfolios. • Sequence of returns risk becomes increasingly important once withdrawals begin. • Successful retirement planning is often about avoiding costly mistakes. Core Message: A successful retirement is built through thoughtful planning, smart timing, and avoiding the mistakes that can reduce flexibility later in life. Connect with Eric Tashlein, CFP®, CEPA®: 📞 203-350-4050 🌐 OES Wealth Partners: https://www.oeswealthpartners.com/ 🔗 LinkedIn: https://www.linkedin.com/in/eric-a-tashlein/ Disclosure: Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

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  Episode #44

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

  Jun 29, 20269 minS2

  Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: When Success Becomes Risk: The Hidden Problems with Concentrated Stock Positions A successful investment can become one of the biggest risks in your financial plan. In this episode, Eric Tashlein discusses the hidden challenges of concentrated stock positions and why they often come from success, not mistakes. Company stock, stock options, and long-term investments can create significant wealth, but over time they can also create unintended risk. Eric explores why it can be difficult to sell a position that has performed well, the emotional connection investors develop with their biggest wins, and why protecting wealth requires a different mindset than building it. Key Takeaways: • Concentrated stock positions often develop from success, not poor decisions. • A winning investment can become a risk when too much of your financial future depends on one outcome. • The hardest investments to sell are often the ones that created the most wealth. • Building wealth and protecting wealth require different strategies. • Diversification is not about abandoning what worked. It is about creating long-term durability. Core Message: The investment that helped create your wealth may not be the investment that protects it. Long-term wealth management is about recognizing when success has created new risks and making thoughtful decisions to preserve what you have built. Connect with Eric Tashlein, CFP®, CEPA®: 📞 203-350-4050 🌐 OES Wealth Partners: https://www.oeswealthpartners.com/ 🔗 LinkedIn: https://www.linkedin.com/in/eric-a-tashlein/ Disclosure: Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice. Testimonials are based upon an individual client experience and may not represent the experience of other customers and should not be considered a guarantee or indication of future performance or success.

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  Episode #42

  Retiring at 55: What Most Plans Miss About the 55-65 Transition

  Jun 15, 20268 minS2

  Scaling Your Business and Wealth Podcast Host : Eric Tashlein, CFP®, CEPA® Episode Summary : Retiring at 55: What Most Plans Miss About the 55-65 Transition Retiring at 55 can sound ideal, but the decade before Medicare and Social Security begins presents challenges many retirement plans overlook. In this episode, Eric explains why the years between 55 and 65 often put the greatest strain on a retiree's financial system. From healthcare costs and portfolio withdrawals to taxes and lifestyle spending, Eric shares what can make this transition period feel more stressful than expected, even when the numbers work on paper. Key Takeaways : • The 55-65 transition years require a different retirement strategy. • Healthcare costs can create significant pressure before Medicare begins. • Early retirement spending often exceeds expectations. • Tax and withdrawal planning become critical when replacing earned income. Core Message : A successful retirement at 55 is not just about having enough assets. It is about creating an income strategy that can support the years before Medicare and Social Security provide additional financial support. Connect with Eric Tashlein, CFP®, CEPA®: 📞 203-350-4050 🌐 OES Wealth Partners: https://www.oeswealthpartners.com/ 🔗LinkedIn: https://www.linkedin.com/in/eric-a-tashlein/ Disclosure: Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

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