Monthly Archives: July 2021

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29. Tax Advice From Tax Doctor Dean Mioli



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 incorporate these components while helping you save some extra cash.  

Dean discusses:

  • Using your Roth account to manage your tax bracket
  • How to implement tax reductions strategies to maximize your benefits 
  • Who should really handle your trust and reasons why you should consider having co-trustees
  • How to get the best returns on your charitable donations 
  • Potential tax-related changes 
  • And more!

Resources:

Connect With Dean Mioli

Connect With Eric Tashlein

About our Guest:

Dean Mioli has been in the financial services industry for over 25 years. His specialties include risk management, investment portfolio analysis, and design, along with individual income tax, retirement, and estate planning. He is a nationally recognized public speaker, and his topics include tax and investment planning.

Dean serves as the director of investment planning for Independent Advisor Solutions by SEI. In this role, he is responsible for supporting the delivery of advice-driven asset management solutions for our advisors and their clients. 


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28. FCP Euro: From An Auto Parts Store To A $150 Million Business With Scott Drozd



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 Tashlein to reveal how outstanding work ethic, manual labor, and dedication paved the way to grow his multi-million dollar company. Scott also highlights valuable pieces of advice every business owner should know. 

Scott discusses:

  • The key elements that made FCP Euro successful so quickly 
  • Life-changing business guidance you can start applying today 
  • The role of real-time financial reporting within a business
  • Scott’s success and failure stories as an auto parts business leader 
  • And more!

Resources:

Connect With Scott Drozd

Connect With Eric Tashlein

About Our Guest:

In 2001, with only a $9k initial investment, Scott Drozd’s partner and himself took a small brick-and-mortar auto parts store and turned it into an online organization generating $150 million in annual sales. That organization is now FCP Euro,  an online retailer of Genuine and OEM car parts for European vehicles.

As the CEO, Scott is responsible for all aspects of our rapidly growing organization, including strategic planning and execution, marketing, sales, call center, warehouse and distribution, operations, and corporate finance strategy.