Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary

Eric 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 Takeaways

• Growth issues are often visibility issues
• Existing clients are the biggest missed opportunity
• New client acquisition is far more expensive than retention
• Sales and marketing misalignment hurts conversions
• Most teams lack a consistent sales process
• Focus on the core problem you solve, not just features
• Proactive leadership beats reactive management
• Not everything urgent is important
• Empower teams—don’t micromanage
• Stay open-minded or risk falling behind

Core Message

You don’t need more to grow—you need to see what you’re missing.

Connect with the Guest

Doug Rawady

🌐 businessconciergesolutions.com

📱 203-690-2074

Connect with Eric Tashlein, CFP®, CEPA®

📞 1-800-878-7152

🌐 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.

Scaling Your Business and Wealth Podcast

Host: 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.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. 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.

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary

In 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 Takeaways

• • Financial stress usually comes from confusion, not lack of money
  • One spouse often holds most financial knowledge in a relationship
  • Nearly 40% of adults lack confidence managing finances after a spouse’s death
  • Clarity, access, and confidence are the foundation of preparedness
  • A simple financial playbook can prevent crisis-driven decision making

Core Message

Real 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.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. 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.

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary

A 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 Takeaways

• The 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 Message

True 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.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.

Scaling Your Business and Wealth Podcast

Host: 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 Takeaways

• Today’s low tax environment may not last
• Traditional retirement accounts carry future tax liability
• Roth conversions can reduce long-term tax risk
• Timing conversions strategically is critical

Core 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.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.

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary

Eric 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 Takeaways

• • Empower employees to solve problems and reduce downtime
  • Use customization as a strategic advantage
  • Know your value; don’t compromise margins for the wrong work
  • Lead with humility and trust, not ego
  • Balance speed, reliability, and cost with smart inventory and service

Core Message

A lasting business depends on people, trust, and precision. Empowered teams allow leaders to focus on growth and sustain success.

Connect with the Guest

Autac Inc.: https://autacusa.com/

Marie Louise Burkle : marie@autacusa.com

Connect with Eric Tashlein

📞 1-800-878-7152

🌐 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.

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Summary

What 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 Takeaways

High net worth generally means $1M+ in investable assets

Ultra-high net worth typically refers to $30M+ in total wealth

Large retirement accounts can carry significant future tax exposure

The SECURE Act accelerated taxes on inherited retirement accounts

Tax planning and Roth strategies become more important as wealth grows

Connect

Phone: 1-800-878-7152

Website: 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.

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary

In 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 Takeaways

Growth 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 Message

Enduring 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 Guest

Reliable Fence CT

🌐 reliablefencect.com

📞 203-933-5404

Connect with Eric Tashlein

Eric Tashlein, CFP®, CEPA®

📞 1-800-878-7152

🌐 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.

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary

Growing 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 Takeaways

• Automation boosts efficiency and protects employees
• Quality is always the top priority
• Developing and promoting talent from within drives growth
• Partnerships with local programs strengthen the workforce
• Community and sustainability initiatives reflect core values

Core Message

Investing in people, processes, and purpose allows businesses to scale sustainably without sacrificing quality or culture.

Connect with Jim Gildea: 203-334-1212 | jgildea@bigelow.com

Connect with Eric Tashlein: 1-800-878-7152 | 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.

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Summary

Much 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 Takeaways

• • Retirement now spans decades, not years
  • Longevity and healthcare costs reshape planning
  • Employers no longer manage retirement outcomes
  • Retirement is often phased, not a clean break
  • Income flexibility matters more than income level
  • Interest rates and inflation have changed the math
  • Technology affects how time is spent
  • Community must be built intentionally
  • Retirement is a beginning, not an ending

Connect

Phone: 1-800-878-7152

Website: 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.

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 growth
  • How to scale teams without losing culture or accountability
  • When acquisitions accelerate growth—and when restraint matters more
  • The leadership traits that separate enduring companies from short-lived ones
  • What business owners should understand about today’s shifting talent landscape

Throughout 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 Resources

Thomas Mercaldo

President, Aquinas Consulting

Website: https://www.aquinasconsulting.com

Email: tmercaldo@aquinasconsulting.com

Phone: 203-876-7822

LinkedIn: https://www.linkedin.com/in/thomas-mercaldo

Host Resources

Eric Tashlein

Host, Scaling Your Business and Wealth

Website: https://www.oeswealthpartners.com

Phone: 1-800-878-7152

LinkedIn: https://www.linkedin.com/in/erictashlein

This 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.

Why successful leaders must address money, succession, and family clarity before it’s too late

Summary:

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 so
  • The difference between having a plan and having clarity
  • How unclear expectations undermine succession and continuity
  • The role communication plays in protecting enterprise and family wealth
  • What heirs and stakeholders really want from leadership
  • Practical ways to begin conversations without creating resistance
  • “Micro-meetings” as a tool for high-performing families and owners
  • Why succession planning is a process, not a document
  • How leadership communication impacts legacy beyond dollars

If 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

Summary:

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 profitability
• The challenges and opportunities of scaling into global markets
• Leading with culture across international teams
• Strategic partnerships that drive growth instead of transactions
• The future of self-service technology and point-of-sale innovation
• The leadership lessons that shaped Joe’s 20+ year journey

This 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 legacy

Connect with Joe Weber, EVP of Global Distribution, Humanscale

Humanscale: https://www.humanscale.com/

Joe Weber: https://www.linkedin.com/in/joseph-weber-69750b/

In 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 strategies
  • Connect with Michael Iacurci – Learn more about his probate, real estate, and estate planning expertise

💡 Episode Summary

In this actionable year-end episode of Scaling Your Business & Wealth, host Eric Tashlein, CFP®, shares the 10 strategic financial moves that successful entrepreneurs and high-net-worth individuals use to close out the year strong—and set the stage for even greater growth in 2026.

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 opportunities
  • High-net-worth individuals focused on wealth preservation and legacy building
  • Executives who want clarity, control, and confidence going into the new year

🔗 Resources & Links:

• • Visit OES Wealth Partners for personalized wealth strategies
  • Follow Scaling Your Business & Wealth for insights to grow your business, preserve wealth, and build your legacy
  • Contact Eric Tashlein, CFP®, at 1-800-878-7152

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

Resources & Links:

• Visit OES Wealth Partners for personalized wealth strategies
• Follow Scaling Your Business & Wealth for practical insights to grow your business, preserve wealth, and build a lasting legacy
• Connect with Ezio Sabatino on LinkedIn or at Cialdini.com for a free tip sheet on ethical persuasion

In this episode of Scaling Your Business and Wealth, Eric Tashlein, CFP®, breaks down the latest macroeconomic trends and market forces shaping Q4 2025. From the Fed’s rate decisions and internal policy dissent to AI capital expenditures transforming corporate balance sheets, Eric provides actionable insights for investors and business 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 overview
• 01:31 – 03:15 | Fed decisions, internal dissent, and political pressures impacting interest rates
• 03:16 – 04:45 | AI capital expenditures: corporate strategy and economic impact
• 04:46 – 06:15 | U.S. housing market trends and affordability challenges
• 06:16 – 07:30 | Insights on CAPE ratios and long-term equity valuation expectations
• 07:31 – 08:45 | Cash on the sidelines: why it may not drive a market rally
• 08:46 – 10:00 | Key takeaways and strategies for business leaders and investors

Resources & Links:

• Visit OES Wealth Partners for personalized wealth strategies
• Follow Scaling Your Business & Wealth for insights on growing your business, preserving wealth, and building a lasting legacy
• Share this episode with fellow entrepreneurs to help them navigate today’s financial landscape

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 & resources

Resources & Links:

• Structural Graphics
• Red Paper Plane
• OES Wealth Partners

Connect & 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.

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 legacy

Whether 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.

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.

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.

Whether you’re building a business, a career, or your wealth – this conversation is your blueprint. Let’s dive in.

Yes, retirement is about timing—but even more so, it’s about purpose.

PS. Don’t forget to subscribe on your favorite podcast platform to stay informed and inspired!