All posts by unfetteredwealthpodcast

Episode 3 — How will the 2020 SECURE Act Affect You?

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 it’s changing the retirement-savings landscape, in this insightful episode. 

In this episode, you’ll learn:

  • New opportunities the act is providing small business owners
  • Big changes to 529 plans
  • The new required minimum distribution age
  • How the act is impacting IRA beneficiaries
  • And more!

Tune in now to learn what you need to know about the SECURE Act and all the changes it could bring to your financial life!

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

Episode 2 — 4 Major Advantages of Working With an Independent Advisory Firm

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 Group.

In this episode, Eric uncovers the client-centric qualities that set independent firms apart and how they offer major benefits that other types of firms can’t.

In this episode, you’ll learn:

  • The advantages of working with a fiduciary
  • How Connecticut Capital prioritizes quality over quantity with clients
  • What approach independent firms can take with financial products
  • The level of transparency that independent firms can provide clients
  • And more!

Join Eric now to learn why working with an independent advisory firm might be the right choice for you!

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

Episode 1 – Welcome to the Unfettered Wealth Podcast!

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 to know him better by sharing a bit about who he is both in and out of the office.

In this episode, you’ll learn:

  • Who Connecticut Capital serves and how they help them
  • The four pillars of Connecticut Capital’s financial philosophy
  • What to expect from the Unfettered Wealth Podcast
  • And more!

Join Eric now and start your journey towards unfettered wealth!

Resources:  Connecticut Capital Management Group, LLC