Scaling Your Business and Wealth
Scaling Your Business and Wealth
Podcast Description
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, CPA's, and Investment Professionals.
The show is for business owners and professionals seeking ways to help build their wealth and business.
Podcast Insights
Content Themes
The show primarily revolves around business development and wealth accumulation, with specific episodes like 'Why I Love the Roth IRA' highlighting the benefits of Roth IRAs, alongside insights from leading business owners in Connecticut on scaling businesses and creating financial strategies.
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.
The High-Stakes Conversations That Protect Business and Family Wealth
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
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