Unfettered Wealth Podcast

There are many components involved in tax planning, including Roth conversions, income, trusts, estates, insurance, retirement, and more. In this week's episode, Tax Doctor, and SEI Trust Company's director of investment planning, Dean Mioli, joins Eric Tashlein to explain the importance of proper tax planning. Dean also explains valuable tax-related strategies to help you correctly … Continue reading 29. Tax Advice From Tax Doctor Dean Mioli →

FCP Euro started as a brick-and-mortar auto parts store, and now is one of the world's industry leaders, generating over 150 million dollars in online annual sales in European markets. Business owners, do you want to know how a local Connecticut man did this and more? This week, FCP Euro CEO Scott Drozd joins Eric … Continue reading 28. FCP Euro: From An Auto Parts Store To A $150 Million Business With Scott Drozd →

HRP Associates' goal is to minimize the environmental risks associated with their client's projects — all while helping clients achieve their business goals.   In this episode, HRP's principal and regional manager, Jason Beach, breaks down the organization's role as a multidisciplinary environmental and engineering consulting firm. He explains how the company continuously strives to discover … Continue reading 27. How HRP Associates is Moving the Environment Forward with Jason Beach →

Summary: Chapel Haven Schleifer Center is all about providing lifelong individualized services for those with developmental and social disabilities. However, their overarching goal goes even further beyond this. In this episode, Chapel Haven's president, Michael Storz, joins Eric Tashlein to explain how the organization guides young adults with special needs and empowers them to live … Continue reading 26. Chapel Haven: Supporting Young Adults with Differing Abilities With Michael Storz →

We all have a story to tell. What stories are you telling your young adult children?  Eric Tashlein has learned quite a few lessons during his time — so much so that he plans to write a book about these life lessons for his children and grandchildren.  In this episode, get a sneak peek at … Continue reading Episode 25: Financial and Life Lessons for Young Adults →

If you haven’t had a chance to watch it yet, Shark Tank is a reality television series in which entrepreneurs make business presentations to a panel of five investors, or “sharks,” who decide whether to invest in their company. In this episode, join Eric Tashlein as he explains the show’s overall theme from a contestant … Continue reading Episode 24: What Every Business Owner Should Know About “Shark Tank” →

Dr. Keith Steigbigel not only is the founder of Prolete Physical Therapy and Sports Medicine, but is also a highly respected physical therapist who specializes in sports medicine and orthopedic manual medicine. Today, Dr. Steigbigel joins Eric Tashlein to discuss Prolete’s vision and mission, his journey as a physical therapist, and to share easy tips … Continue reading Episode 23: Tips And Tricks to Improve Your Joints, Back, And Overall Health – With Dr. Keith Steigbigel →

Jennifer Morgan DelMonico recently completed a six-year term as a Murtha Cullina LLP managing partner. Now, she’s a trial lawyer for parties involved in complex litigation disputes, including product liability actions. Today, Jennifer joins Eric Tashlein to discuss and review her journey as a standout lawyer. She reveals the personal and professional factors that helped … Continue reading Episode 22: Meet Connecticut’s Super Lawyer — With Jennifer Morgan DelMonico →

For most people, pets are all about love, companionship, and affection. But have you ever stopped and considered the cost of having, and raising, your furry family members? From pet training to insurance and estate planning, discover the financial implications a pet can bring to your financial picture in this pet-friendly episode of Unfettered Wealth. … Continue reading Episode 21: Financial and Estate Planning for Your Pets →

Are you planning on transitioning into a new job this year? If so, this is an episode you don’t want to miss! In this information-packed episode, learn how you can make the most of your job transition with Eric Tashlein and Connecticut Capital’s Brian Parke. Together, they outline a checklist that will help you keep … Continue reading Episode 20: Your Job Transition Checklist — With Brian Parke, CFP® →

It’s undeniable that Milford is one of Connecticut’s shining stars.  However, there is more than what meets the eye when it comes to building the beautiful landscape, community, and business environment this city enjoys today. In this episode, Eric Tashlein welcomes Julie Nash, Milford’s director of economic development. To shed light on the behind the … Continue reading Episode 19: Discover the Beauty of Milford, Connecticut — with Julie Nash →

A new year brings a fresh start and the opportunity to set your goals for the coming months. How can you approach your financial goal-setting in a way that allows you to stay accountable and to work towards achieving a less stressful life? Find out in this episode, as Eric Tashlein discusses financial goal-setting and … Continue reading Episode 18: Goal-Setting for a “Less Stressed” Financial Future →

While most people know that it’s important to have an estate plan, many don’t know where to start the planning process. To help you better understand estate planning and what it entails, Eric Tashlein joins Eugene Torrenti for today’s episode. As a practitioner of estate and trust administration, business law, and eldercare planning, Eugene shares … Continue reading Episode 17: Estate Plans, Trusts, and Wills, Oh My! — with Eugene Torrenti →

Every business and business owner faces successes and challenges as they work to grow their business  In this episode, Eric Tashlein explores the successes and challenges of one particular business owner, Munger Construction’s David DeMaio. David details his journey at the company and reveals how strategies like coaching and leadership have helped him grow and … Continue reading Episode 16: The Growth and Evolution of Munger Construction – With David DeMaio →

Do you ever wonder how the conversations you have with your children could impact their relationship with money?  In this episode, Eric Tashlein shares what you can do to ensure your children grow up with a positive relationship with money. He shares tips and tricks for ways you can help them understand financial planning and … Continue reading Episode 15: Tips for Teaching Your Kids About Money →

Optimizing your productivity can help you get from point A to point B with greater ease and efficiency. But maximizing your productivity isn’t always easy. That’s where a productivity coach can help. In this episode, Eric Tashlein joins Dr. Donald E. Wetmore, a productivity coach with a passion for helping others reach their goals. Dr. … Continue reading Episode 14 – How to Amp Up Your Personal Productivity — with Dr. Donald E. Wetmore →

Positively impacting a client’s life is one of the most rewarding experiences for a wealth advisor. In this episode, Eric Tashlein is joined by Brian Parke, Eric’s business partner at Connecticut Capital Management Group. Brian shares his journey to become a Certified Financial Planner™ professional and addresses various concepts when it comes to working in … Continue reading Episode 13 – The Journey Towards a Fulfilling Financial Career – With Brian Parke →

When it comes to your retirement, it’s important to not only organize your financial picture but to also consider the psychological, physical, and emotional aspects of it.    In this episode, join Eric Tashlein as he explores the non-financial side of retirement. To help you prepare, Eric breaks down the importance of planning your retirement goals … Continue reading Episode 11 – How to Achieve an Emotionally-Secure Retirement →

While most people know that they have to prepare for retirement risks, very few actually know what those risks are — and how they can use their planning to address them. In this episode, Eric Tashlein highlights the need for thoughtful planning while preparing for your retirement and the different financial, legal, and health risks … Continue reading Episode 12 – Why You Should Know Your Retirement Risks →

If you don’t have your health, how will you enjoy your wealth? Health issues can affect anyone — and they often bring financial burdens with them.  In this episode, Eric Tashlein explores the connection between your health and wealth. He highlights the importance of taking care of your health and explains why your health is … Continue reading Episode 10 – Why Your Health is Wealth →

There are several types of accounts that are designed to help you save for your retirement — including Roth IRAs. But how exactly does a Roth IRA work, and how can you use one to make the most of your retirement savings? In this episode of the Unfettered Wealth Podcast, Eric Tashlein breaks down everything you … Continue reading Episode 9 – What You Need to Know About Roth IRAs →

If you receive a very large amount of money, what would you do with it? In this episode of Unfettered Wealth, Eric Tashlein explains how to make good decisions with an influx of money. This conversation is full of tips to help you hold onto your windfall and feel confident about your planning decisions.   In … Continue reading Episode 8 – How to Make Good Decisions With Your Windfall →

Between taxes, insurance, and retirement plans, there are many financial components to balance when you’re a business owner. One way you can ensure you’re staying on top of your business’ finances is by performing a year-end financial review.  In this episode, Eric Tashlein reminds you not only of the importance of conducting a year-end analysis, … Continue reading Episode 7 – Kick-Start Your Year-End Business Planning →

Are you a business owner who is considering early retirement? If so, do you know what you need to prepare beforehand to set yourself up for success? In this episode, Eric Tashlein explores the rising desire for early retirement and how business owners can help make their dream a reality through proactive planning. In this … Continue reading Episode 6 – How to Plan for an Early Retirement →

As a business owner, making the decision to sell your business is never easy. However, selling your business is more than just making the decision to do so. In today’s market, it is crucial to also spend time preparing before listing your business for sale.  Today, Eric Tashlein discusses how his team helps business owners … Continue reading Episode 5 — How to Prepare for the Sale of Your Business →

Whether directly or indirectly, everyone’s lives have changed because of COVID-19. As an investor or a business owner, do you know how to make the most out of this time of uncertainty?  Today, Eric Tashlein provides clarity on the current condition of the market and shares tips on how you can make lemonade out of … Continue reading Episode 4 — 10 Ways to Improve Your Finances From Home →

Congress recently passed a new bill called the SECURE Act. This act impacts several areas of retirement saving and provides Americans with new opportunities when planning for retirement. To help you make sense of the new act and how it might impact you, Eric Tashlein breaks down the major parts of the act, and how … Continue reading Episode 3 — How will the 2020 SECURE Act Affect You? →

When seeking financial planning advice, there are typically three types of firms you can work with: independently registered investment advisory firms, bank-owned firms, or publicly traded firms. Each firm has its own set of traits, however, Eric Tashlein believes that there are four major advantages to working with an independent firm, like Connecticut Capital Management … Continue reading Episode 2 — 4 Major Advantages of Working With an Independent Advisory Firm →

Welcome to the Unfettered Wealth Podcast with your host, Eric Tashlein!  In this debut episode, Eric Tashlein, Connecticut Capital’s principal and founder, kicks off the series by sharing how he and his team help business owners and successful professionals plan for better wealth outcomes to achieve unfettered lives. As your host, Eric helps you get … Continue reading Episode 1 – Welcome to the Unfettered Wealth Podcast! →