Monthly Archives: October 2020

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Episode 7 – Kick-Start Your Year-End Business Planning



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, but also reveals how a trusted financial professional can help ease, and even improve, the process and your business.

In this episode, you will learn:

  • Why it’s important to meet with your financial team to discuss your year-end taxes 
  • How PPP loans can help business owners  
  • Why you should be reviewing your insurance benefits and payments 
  • What to look at during your year-end analysis 
  • And more!

Are you ready to kick-start your year-end business planning? Listen now to get started!

Resources:  Eric Tashlein | Connecticut Capital Management Group: (203) 877-1520 | podcast@connecticutcapital.com 


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Episode 6 – How to Plan for an Early Retirement



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 episode, you will learn:

  • How a small business can complement your retirement plan
  • The advantages of planning and corporate downsizing 
  • Insurance and health care considerations for early retirees 
  • How equity exposure benefits your finances 
  • And more!

Tune in now to discover the considerations you keep top-of-mind when planning your early retirement! 

Resources:  Eric Tashlein | Connecticut Capital Management Group: (203) 877-1520 | Unfettered Wealth Podcast