Unfettered Wealth Podcast

Unfettered Wealth Podcast

The Unfettered Wealth podcast with Eric Tashlein of Connecticut Capital where business owners, successful professionals and their families plan for better wealth outcomes. Imagine a lifestyle with certainty, confidence in your team, a clearer “why” for every decision, fewer what-ifs, and your life’s work transitioned into personal wealth. Eric will help you identify better wealth decisions that can help you achieve an unfettered life.... Show More

Episodes

February 24, 2021 34 min
It’s undeniable that Milford is one of Connecticut’s shining stars.  However, there is more than what meets the eye when it comes to building the beautiful landscape, community, and business environment this city enjoys today. In this episode, Eric Tashlein welcomes Julie Nash, Milford’s director of economic development. To shed light on the behind the … Continue reading Episode 19: Discover the Beauty of Milford, Connecticut — wit...
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A new year brings a fresh start and the opportunity to set your goals for the coming months. How can you approach your financial goal-setting in a way that allows you to stay accountable and to work towards achieving a less stressful life? Find out in this episode, as Eric Tashlein discusses financial goal-setting and … Continue reading Episode 18: Goal-Setting for a “Less Stressed” Financial Future →
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While most people know that it’s important to have an estate plan, many don’t know where to start the planning process. To help you better understand estate planning and what it entails, Eric Tashlein joins Eugene Torrenti for today’s episode. As a practitioner of estate and trust administration, business law, and eldercare planning, Eugene shares … Continue reading Episode 17: Estate Plans, Trusts, and Wills, Oh My! — with Eugene ...
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Every business and business owner faces successes and challenges as they work to grow their business  In this episode, Eric Tashlein explores the successes and challenges of one particular business owner, Munger Construction’s David DeMaio. David details his journey at the company and reveals how strategies like coaching and leadership have helped him grow and … Continue reading Episode 16: The Growth and Evolution of Munger Const...
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Do you ever wonder how the conversations you have with your children could impact their relationship with money?  In this episode, Eric Tashlein shares what you can do to ensure your children grow up with a positive relationship with money. He shares tips and tricks for ways you can help them understand financial planning and … Continue reading Episode 15: Tips for Teaching Your Kids About Money →
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Optimizing your productivity can help you get from point A to point B with greater ease and efficiency. But maximizing your productivity isn’t always easy. That’s where a productivity coach can help. In this episode, Eric Tashlein joins Dr. Donald E. Wetmore, a productivity coach with a passion for helping others reach their goals. Dr. … Continue reading Episode 14 – How to Amp Up Your Personal Productivity — with Dr. Donald E. We...
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Positively impacting a client’s life is one of the most rewarding experiences for a wealth advisor. In this episode, Eric Tashlein is joined by Brian Parke, Eric’s business partner at Connecticut Capital Management Group. Brian shares his journey to become a Certified Financial Planner™ professional and addresses various concepts when it comes to working in … Continue reading Episode 13 – The Journey Towards a Fulfilling Financial ...
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When it comes to your retirement, it’s important to not only organize your financial picture but to also consider the psychological, physical, and emotional aspects of it.    In this episode, join Eric Tashlein as he explores the non-financial side of retirement. To help you prepare, Eric breaks down the importance of planning your retirement goals … Continue reading Episode 11 – How to Achieve an Emotionally-Secure Retirement →
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While most people know that they have to prepare for retirement risks, very few actually know what those risks are — and how they can use their planning to address them. In this episode, Eric Tashlein highlights the need for thoughtful planning while preparing for your retirement and the different financial, legal, and health risks … Continue reading Episode 12 – Why You Should Know Your Retirement Risks →
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December 2, 2020 24 min
If you don’t have your health, how will you enjoy your wealth? Health issues can affect anyone — and they often bring financial burdens with them.  In this episode, Eric Tashlein explores the connection between your health and wealth. He highlights the importance of taking care of your health and explains why your health is … Continue reading Episode 10 – Why Your Health is Wealth →
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There are several types of accounts that are designed to help you save for your retirement — including Roth IRAs. But how exactly does a Roth IRA work, and how can you use one to make the most of your retirement savings? In this episode of the Unfettered Wealth Podcast, Eric Tashlein breaks down everything you … Continue reading Episode 9 – What You Need to Know About Roth IRAs →
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If you receive a very large amount of money, what would you do with it? In this episode of Unfettered Wealth, Eric Tashlein explains how to make good decisions with an influx of money. This conversation is full of tips to help you hold onto your windfall and feel confident about your planning decisions.   In … Continue reading Episode 8 – How to Make Good Decisions With Your Windfall →
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Between taxes, insurance, and retirement plans, there are many financial components to balance when you’re a business owner. One way you can ensure you’re staying on top of your business’ finances is by performing a year-end financial review.  In this episode, Eric Tashlein reminds you not only of the importance of conducting a year-end analysis, … Continue reading Episode 7 – Kick-Start Your Year-End Business Planning →
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Are you a business owner who is considering early retirement? If so, do you know what you need to prepare beforehand to set yourself up for success? In this episode, Eric Tashlein explores the rising desire for early retirement and how business owners can help make their dream a reality through proactive planning. In this … Continue reading Episode 6 – How to Plan for an Early Retirement →
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As a business owner, making the decision to sell your business is never easy. However, selling your business is more than just making the decision to do so. In today’s market, it is crucial to also spend time preparing before listing your business for sale.  Today, Eric Tashlein discusses how his team helps business owners … Continue reading Episode 5 — How to Prepare for the Sale of Your Business →
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Whether directly or indirectly, everyone’s lives have changed because of COVID-19. As an investor or a business owner, do you know how to make the most out of this time of uncertainty?  Today, Eric Tashlein provides clarity on the current condition of the market and shares tips on how you can make lemonade out of … Continue reading Episode 4 — 10 Ways to Improve Your Finances From Home →
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Congress recently passed a new bill called the SECURE Act. This act impacts several areas of retirement saving and provides Americans with new opportunities when planning for retirement. To help you make sense of the new act and how it might impact you, Eric Tashlein breaks down the major parts of the act, and how … Continue reading Episode 3 — How will the 2020 SECURE Act Affect You? →
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When seeking financial planning advice, there are typically three types of firms you can work with: independently registered investment advisory firms, bank-owned firms, or publicly traded firms. Each firm has its own set of traits, however, Eric Tashlein believes that there are four major advantages to working with an independent firm, like Connecticut Capital Management … Continue reading Episode 2 — 4 Major Advantages of Working...
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Welcome to the Unfettered Wealth Podcast with your host, Eric Tashlein!  In this debut episode, Eric Tashlein, Connecticut Capital’s principal and founder, kicks off the series by sharing how he and his team help business owners and successful professionals plan for better wealth outcomes to achieve unfettered lives. As your host, Eric helps you get … Continue reading Episode 1 – Welcome to the Unfettered Wealth Podcast! →
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