Eric Tashlein
50 episodes listed below
Business growth meets long-range wealth planning.
Scaling Your Business and Wealth moves between financial planning episodes and business-owner interviews rooted in Connecticut business life. Eric Tashline frames retirement, taxes, Roth conversions, legacy planning, and company-building as questions of preparation, timing, and durable judgment.
PRESS PLAY
Scaling Your Business and Wealth sits at the intersection of business-owner psychology, business operations, and long-range financial planning. Its point of view is straightforward: growth creates complexity, and complexity needs planning before pressure arrives. Eric Tashline brings the perspective of a successful financial advisor to business leaders, especially when episodes turn toward retirement readiness, tax strategy, withdrawal sequencing, Roth conversions, and family legacy planning. The financial episodes are built around sharp scenario questions. What replaces a paycheck the moment retirement begins? Could a spouse or loved one step in financially after a sudden disruption? Are taxes being managed intentionally, or merely deferred? The show treats those questions as practical stress tests, not abstract theory. It also makes room for business-owner interviews from Connecticut and beyond. Guests describe what scaling looks like in the field: a custom manufacturer choosing precision over volume, a fencing business using team feedback to strengthen culture, a staffing-company president reflecting on acquisitions and long-term growth, and a persuasion specialist explaining influence as trust-building. Short lessons carry the episodes. Culture matters. Timing matters. Cash flow, taxes, ownership, and communication all matter at once. The pace is measured and professional, with enough directness to make planning gaps feel immediate. It is not a hype-driven entrepreneurship show. It is closer to a working session for people who own companies, lead teams, or have accumulated enough wealth that the next decision has real consequences. The recurring compliance notes also shape the tone, keeping investment conversations framed as education rather than personalized recommendation. That restraint is part of the identity. Scaling Your Business and Wealth is best for listeners who want grounded examples, sober financial questions, and business stories where growth is judged by endurance as much as size.
Made for: The show suits business owners, entrepreneurs, and professionals thinking about growth, retirement, taxes, and family wealth. It is especially relevant for listeners who prefer practical planning questions over motivational business talk.
What sets it apart: Its edge is the pairing of Connecticut-centered business-owner stories with financial planning episodes that ask concrete transition questions. The show connects company decisions, household readiness, tax exposure, and legacy planning without treating any one piece as separate from the rest.
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 affiliat…
A Cantonese-speaking nuclear engineer becomes your unforgettable lesson in winning an impossible client.
Press play if you want
Short reviews from the PlayNext desk, based on the episodes we processed.
A grounded business conversation about culture, communication, and keeping a team aligned.
Reliable Fence comes across as a grounded conversation about how a company keeps people pointed in the same direction. The focus stays on craftsmanship, trust, pride, and routine communication across sales, install, and production, which gives the episode a practical feel.
Rob Walling on bootstrapped SaaS growth, plateaus, and exits — with founders who lived them.
Abbey Ashley's playbook for turning your job skills into a virtual assistant business.
SaaS operators on scaling, pricing and AI, metrics included.
Alex Blumberg interviews guests like Megan Phelps-Roper and Shane McAnally about failure and reinvention.
Eric Tashline's Scaling Your Business and Wealth episode frames a business sale as a retirement, tax, and investment decision.
On Scaling Your Business and Wealth, Eric Tashline interviews Doug Rawady about finding hidden growth opportunities inside established businesses.
This episode discusses a retirement stress test that most people fail due to untested assumptions rather than financial math, based on the host's experience with business owners and executives.
This episode discusses the importance of ensuring your spouse is financially prepared to handle household finances in case of an emergency, especially in entrepreneurial households where one person typically manages the money.
This episode explores how families can structure their financial lives to create lasting multi-generational wealth legacies, focusing on the massive $80 trillion wealth transfer expected over the next 25 years.
This episode explores how government debt and historically low tax rates should influence Roth conversion strategies for long-term wealth building.
Marie-Louise Burkell, CEO of family-owned Autech, Inc., explains why custom retractile-cord manufacturing can outperform volume chasing.
Reliable Fence, a Connecticut company serving since 1967, is the center of Eric Tashline's conversation with David and Devin Iannone about a father-son business built on customer service, quality installs, and steady adaptation.
Thomas Mercaldo explains how Aquinas Consulting grew from a bootstrapped startup to more than $32 million in revenue through customer service, referrals, and long-term relationships.
This episode explores the science of persuasion in business, featuring Ezio Sabatino discussing how influence surpasses strategy for building trust and driving growth.
Eric Tashline interviews Michael McGuire, chairman of Structural Graphics, about turning a specialized paper-engineering company into a global dimensional-print partner.
This episode features an interview with Frank Ferrucci from F&F Mechanical, discussing lessons in leadership, innovation, and legacy for scaling a family-owned business successfully.
This episode features an interview with Bing Carbone, president of Modern Plastics, discussing the company's 80-year history, third-generation leadership, and innovations in industries like medical and aerospace.