Monthly Archives: November 2020

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Episode 9 – What You Need to Know About Roth IRAs

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 need to know about Roth IRAs and how this type of account can help you to not only save money today, but also to plan for the future you desire. 

In this episode, you will learn:

  • The advantages and disadvantages of using a Roth IRAs
  • Why young adults should consider having this account 
  • Roth IRA tax considerations 
  • What to know about leaving your Roth IRA to your beneficiaries
  • And more!

Tune in now to learn all about Roth IRAs and what they can bring to you on your journey towards unfettered wealth!

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

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Episode 8 – How to Make Good Decisions With Your Windfall

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 this episode, you will learn:

  • Four main reasons why people come into a large sum of money 
  • How a financial professional can help you make good decisions about how you save or spend your windfall
  • What to say to family members who are asking for your money (and if you have a hard time saying no)
  • How to prepare children for money that’s coming down the pipe in the next 10-50 years
  • And more!

Tune in now to learn how to make good decisions with an influx of money. 

Resources: Connecticut Capital Management Group: (203) 877-1520