Scaling Your Business and Wealth
Eric Tashlein
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S2E41 The Five-Year Window That Changes Everything
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…
S2E40 The Discipline Behind a Construction Supply Leader: Kamco Supply Corp. of New England, with Jay Sheehy and Dan O’Connor
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…
S2E39 Building a Stronger Community with 100 Good Guys Connecticut
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…
S2E38 Why Most Businesses Are Closer to Breakthrough Than They Think, with Doug Rawady
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…
S2E37 The Retirement Stress Test Almost No One Passes
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…
S2E36 Be Your Spouse's Financial Hero
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…
S2E35 The 100 Year Wealth Plan: How Families Build Multi-Generational Legacies
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,…
S2E34 Why Debt and Historically Low Taxes Matter for Roth Conversions
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.…
S2E33 When Custom Beats Scale: Lessons from Autac Inc. CEO Marie-Louise Burkle
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…
S2E32 Am I High Net Worth or Ultra-High Net Worth?
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…
S2E31 Beyond the Posts: Inside Reliable Fence’s Family Legacy and Craftsmanship, with David and Deven Iannone
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…
S2E30 Running a Legacy: How Bigelow Tea Scales Operations Without Compromise with Jim Gildea
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,…
S2E29 9 Reasons Retirement Advice May Be Outdated - What Actually Matters Now
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…
S2E28 The Growth Playbook: Scaling a $32M Business with Thomas Mercaldo
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…
S1E27 The High-Stakes Conversations That Protect Business and Family Wealth
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…
S1E26 The Workplace That Works: Leading Through Transformation with Joseph Weber
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 Presi…
S1E25 Probate & Estate Planning: Protect Your Wealth, Business & Legacy with Attorney Michael Iacurci
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 Connecti…
S1E24 Year-End Moves the Wealthy Make: 10 Strategies to Build Momentum Before 2026
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…
S1E23 The Science of Persuasion: Why Influence Outranks Strategy in Business Success with Ezio Sabatino
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…
S1E22 2025 Market & Economic Outlook: Fed Moves, AI Spending, and Housing Trends Every Investor Should Know
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…
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Scaling Your Business and Wealth has published 41 episodes since March 2025, covering topics in Business, Entrepreneurship.
Scaling Your Business and Wealth is currently highly active with new episodes every 2 weeks. Average episode length is 23m.
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