Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Scaling Your Business and Wealth

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by Eric Tashlein

5.0(2 reviews)

44 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

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FairBased on show quality, social media presence, reviews, charts, and more

Quality79

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YouTube0

Engagement32

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Podcast Overview

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.

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Publishing Since

3/5/2025

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🇺🇸 Charts #3

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Apple 142

Spotify 827

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Podcast Authority

Beta

FairBased on show quality, social media presence, reviews, charts, and more

Quality79

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Engagement32

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Episode Length

34 minutes

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Recent Episodes

June 30, 2026

The 3 Worst Retirement Mistakes I See All the Time

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: <a href="https://www.oeswealthpartners.com/" target="_blank">https://www.oeswealthpartners.com/</a>🔗 LinkedIn: <a href="https://www.linkedin.com/in/eric-a-tashlein/" target="_blank">https://www.linkedin.com/in/eric-a-tashlein/</a>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.

June 29, 2026

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

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: <a href="https://www.oeswealthpartners.com/" target="_blank">https://www.oeswealthpartners.com/</a>🔗 LinkedIn: <a href="https://www.linkedin.com/in/eric-a-tashlein/" target="_blank">https://www.linkedin.com/in/eric-a-tashlein/</a>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.

June 15, 2026

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

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: <a href="https://www.oeswealthpartners.com/" target="_blank">https://www.oeswealthpartners.com/</a>🔗LinkedIn: <a href="https://www.linkedin.com/in/eric-a-tashlein/" target="_blank">https://www.linkedin.com/in/eric-a-tashlein/</a>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.

44 total episodes available

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Thomas Mercaldo

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Eric Tashlein

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Joe Weber

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Michael Iacurci

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Ezio Sabatino

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Michael Maguire

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Paul Lavoie

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Michael Stark

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Dean Petrucelli

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David Stein

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Dennis Cole

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Frank Ferrucci

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Frequently asked questions

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What is 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.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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