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.
Episode Notes
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.
Disclaimer
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