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.
What’s the right legal structure for your business? How do you avoid disaster when partnering with friends or family? And what does smart exit planning really look like? In this episode, attorney Joseph Fournier breaks down business structures, common partnership mistakes, and the legal moves to make now if you want to sell your business later.

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