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®
Episode Summary
A historic $80 trillion wealth transfer is expected over the next 20–25 years. In this episode, Eric Tashlein explains why families with $5–$10 million or more in net worth are shifting from traditional retirement planning to 100-year financial and estate planning.
Eric discusses how thoughtful tax strategies, Roth conversions, and well-structured trusts can help families reduce tax erosion, protect assets, and create a financial framework designed to benefit future generations.
Key Takeaways
- The U.S. is entering the largest wealth transfer in history.
- Higher net worth families often shift to multi-generational planning.
- Roth conversion strategies can reduce long-term tax burdens for heirs.
- Combining family trustees with corporate trustees can provide both personal insight and professional administration.
- Proper planning helps prevent the common “shirt sleeves to shirt sleeves” loss of wealth across generations.
Core Message
True wealth planning goes beyond retirement. With the right structure, families can protect their assets, reduce taxes, and build a financial legacy that benefits multiple generations.
Connect with Eric Tashlein, CFP®, CEPA®
📞 1-800-878-7152
🌐 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.
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