Monthly Archives: December 2020

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Episode 14 – How to Amp Up Your Personal Productivity — with Dr. Donald E. Wetmore



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. Donald shares his story about how he got into productivity coaching and shares some helpful tips about personal productivity.

Join us as we discuss:

  • How to be more productive
  • Ways you can work smarter rather than work harder
  • Productivity coaching myths
  • What to expect from productivity coaching
  • And more!

Tune in now to discover the world of productivity coaching and how it can help guide you towards achieving your goals!

Resources: Eric Tashlein | Connecticut Capital Management Group | The Productivity Institute


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Episode 13 – The Journey Towards a Fulfilling Financial Career – With Brian Parke



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 finance. 

In this episode, you will learn:

  • How Brian ended up in his career in financial services
  • What it takes take to become a Certified Financial Planner™ professional
  • How to mitigate taxes and why taxes should be considered as a wealth tool
  • The importance of teaching and communicating 
  • Why client failure could mean advisor failure 
  • And more!

Tune in as Eric and Brian highlight the reasons why advisors should pay attention to details when planning financial solutions! 

Resources: Eric Tashlein | Brian Parke | Connecticut Capital Management Group 

 


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Episode 12 – Why You Should Know Your Retirement Risks



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 that can come with it. 

In this episode, you will learn:

  • How to prepare for the unknown
  • Why your health can be a risk to your retirement 
  • The impact a divorce could have on your financial and retirement planning 
  • The benefits and drawbacks of having concentrated assets in retirement 
  • And more!

Tune in now and discover the importance of expecting the unexpected when planning for a retirement that works for you and your wealth! 

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


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Episode 11 – How to Achieve an Emotionally-Secure Retirement



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 and routines and shares why you should find your retirement purpose. 

In this episode, you will learn:

  • About the psychological side of retirement 
  • Why retirement isn’t always about money 
  • The importance of doing an “ego check” when approaching retirement 
  • The benefits of writing out your retirement goals 
  • And more!

Tune in now and discover the importance of having a financially and emotionally-secure retirement! 

Resources: Eric Tashlein | Connecticut Capital Management Group


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Episode 10 – Why Your Health is Wealth



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 increasingly important as you approach retirement.

In this episode, you will learn:

  • How cigarettes can impact both your health and wealth 
  • Why obesity is a major health concern right now
  • Health recommendations for soon-to-be retirees 
  • Diet, lifestyle, and life expectancy rates in different states 
  • And more!

Tune in now to discover the importance of maintaining your health so you can enjoy your unfettered wealth to the fullest! 

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