Category Archives: Eric Tashlein

26. Chapel Haven: Supporting Young Adults with Differing Abilities With Michael Storz



Summary:

Chapel Haven Schleifer Center is all about providing lifelong individualized services for those with developmental and social disabilities.

However, their overarching goal goes even further beyond this.

In this episode, Chapel Haven’s president, Michael Storz, joins Eric Tashlein to explain how the organization guides young adults with special needs and empowers them to live an unfettered, independent, and self-determined life.

Michael discusses:

  • Chapel Haven’s $40 million campaign to help, educate, and assist young adults with differing abilities
  • The organization’s two must-have skills: listening and understanding
  • Successful real-life experiences of former Chapel Haven’s residents 
  • Diana Bilezikian, and why her book a great resource for parents and young adult children with different learning styles and special needs
  • How has Chapel Haven fared during the COVID-19 pandemic
  • And more

Resources:

Connect With Michael Storz:

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About Our Guest: 

Michael Storz is Chapel Haven Schleifer Center’s president, a Connecticut-based organization that teaches people with autism spectrum disorders and those with mild cognitive disabilities the skills to live independently in the community. Michael joined Chapel Haven in 2000 and has an abiding passion for the disabilities field. Through his ability to connect, he has brought the best of the local, state, and national communities into partnership with Chapel Haven in a variety of ways.


Episode 25: Financial and Life Lessons for Young Adults



We all have a story to tell.

What stories are you telling your young adult children? 

Eric Tashlein has learned quite a few lessons during his time — so much so that he plans to write a book about these life lessons for his children and grandchildren. 

In this episode, get a sneak peek at the knowledge Eric has gained in his personal, financial, and business life. He shares these stories in hopes to inspire you to also draw from your experience and begin a productive conversation with your children today!

You will learn:

  • The importance of starting to save early 
  • Reasons why vacations and breaks are great opportunities to plan ahead 
  • When it’s a good time to take calculated risks
  • Introducing the idea of stretch goals to young adults 
  • Acknowledging others as a sign of respect and empathy 
  • Helping young adults find balance and mindfulness 
  • And more!

Join Eric today as he guides you around tackling the personal finance talk with your young adult children or grandchildren!

Resources:  Eric Tashlein | Connecticut Capital Management Group: (203) 877-1520  | About Robert Frost“The Road Not Taken” by Robert Frost | About Theodore Roosevelt | Quotes and Speeches by Theodore Roosevelt | About  Mike Tyson | “1980 Men’s U.S. Hockey Team” – Underdog Story | About Howard Marks


Episode 24: What Every Business Owner Should Know About “Shark Tank”



If you haven’t had a chance to watch it yet, Shark Tank is a reality television series in which entrepreneurs make business presentations to a panel of five investors, or “sharks,” who decide whether to invest in their company.

In this episode, join Eric Tashlein as he explains the show’s overall theme from a contestant and entrepreneur’s perspective so that you can learn some of the program’s key lessons. More importantly, Eric highlights how business owners can use Shark Tank as a tool to plan for better wealth outcomes, something that Connecticut Capital is all about. 

You will learn:

  • What you need to know before going on Shark Tank
  • Why you should identify your market and competitive advantage factors 
  • Which business ideas might succeed on the show 
  • What it looks like to align with a Shark Tan” investor or venture capitalist (VC)
  • Why it’s crucial for contestants and entrepreneurs to know their Shark Tank investor
  • And more!

Join Eric today and discover how this information-packed show can educate business owners in growing and/or selling their businesses! 

Resources: Eric Tashlein | Brian Parke | Connecticut Capital Management Group: (203) 877-1520  | “Shark Tank” | About | Meet The Sharks | Daymond John | Barbara Corcoran | “Undercover Billionaire” 


Episode 23: Tips And Tricks to Improve Your Joints, Back, And Overall Health – With Dr. Keith Steigbigel



Dr. Keith Steigbigel not only is the founder of Prolete Physical Therapy and Sports Medicine, but is also a highly respected physical therapist who specializes in sports medicine and orthopedic manual medicine.

Today, Dr. Steigbigel joins Eric Tashlein to discuss Prolete’s vision and mission, his journey as a physical therapist, and to share easy tips and tricks designed to help you find relief for common back and joint-related health issues. 

In this episode, you will learn:

  • The difference between physical therapists and chiropractors 
  • How age impacts physical balance — and what exercise can help maintain and improve it 
  • The importance of movement for good health and wellness 
  • Why establishing a personalized connection with patients is so important for Dr. Steigbigel and his team at Prolete 
  • And more!

Listen in as Dr. Steigbigel reveals easy things you can do to achieve a healthier back, joints, and overall health! 

Resources: Eric Tashlein | Connecticut Capital Management Group: (203) 877-1520  | Prolete Physical Therapy & Sports Medicine | Robin McKenzie | Shop Robin McKenzie’s Books


Episode 22: Meet Connecticut’s Super Lawyer — With Jennifer Morgan DelMonico



Jennifer Morgan DelMonico recently completed a six-year term as a Murtha Cullina LLP managing partner. Now, she’s a trial lawyer for parties involved in complex litigation disputes, including product liability actions.

Today, Jennifer joins Eric Tashlein to discuss and review her journey as a standout lawyer. She reveals the personal and professional factors that helped her get to where she is today and shares advice for other lawyers navigating their career paths.

In this episode, you will learn:

  • Jennifer’s specialty within the law industry 
  • The successes and challenges Jennifer has faced throughout her career 
  • Jennifer’s role at Murtha Cullina LLP and what advice she has given to the firm’s new managing partner 
  • Why lawyers should focus on making decisions and keep moving
  • And more!

Listen today and find out how law, music, and creativity have helped Jennifer become the super lawyer she is today! 

Resources: Eric Tashlein | Connecticut Capital Management Group: (203) 877-1520  | Jennifer Morgan DelMonico | Murtha Cullina | Getting Things Done ® by David Allen | Andy Corea


Episode 21: Financial and Estate Planning for Your Pets



For most people, pets are all about love, companionship, and affection.

But have you ever stopped and considered the cost of having, and raising, your furry family members?

From pet training to insurance and estate planning, discover the financial implications a pet can bring to your financial picture in this pet-friendly episode of Unfettered Wealth. Join Eric Tashlein as he breaks down the financial side of having a pet and outlines ways you can start planning around these costs today.

In this episode, you’ll learn:

  • The benefits of having pets 
  • Why pet owners should consider homeowner insurance
  • What you need to know about pet estate planning and insurance 
  • How behavioral training can improve domestic animals
  • And more!

Pets are serious commitments. Listen in and find out the economic considerations you’ll likely want to be aware of when raising them! 

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


Episode 20: Your Job Transition Checklist — With Brian Parke, CFP®



Are you planning on transitioning into a new job this year?

If so, this is an episode you don’t want to miss!

In this information-packed episode, learn how you can make the most of your job transition with Eric Tashlein and Connecticut Capital’s Brian Parke. Together, they outline a checklist that will help you keep key considerations in mind during your transition to ensure that you’re not leaving any money on the table. 

In this episode, you’ll learn:

  • How a flex spending account contributes to your health insurance coverage when transitioning jobs 
  • What to do with your 401(k) plan when moving jobs
  • How to vest stocks between employers
  • Ways your new employer can help cover your relocation expenses
  • And more!

Tune in for your ultimate checklist for your next job transition! 

Resources: Eric Tashlein | Connecticut Capital Management Group: (203) 877-1520  | Brian Parke, CFP®


Episode 19: Discover the Beauty of Milford, Connecticut — with Julie Nash



It’s undeniable that Milford is one of Connecticut’s shining stars. 

However, there is more than what meets the eye when it comes to building the beautiful landscape, community, and business environment this city enjoys today.

In this episode, Eric Tashlein welcomes Julie Nash, Milford’s director of economic development. To shed light on the behind the scenes work of the city, Julie shares her role within the city council and details the work they do to build a better future for the city and its residents.

In this episode, you will learn:

  • The positive developments the city has made over the years
  • How Milford is attracting new business owners
  • The importance of balancing history with development
  • How COVID-19 has impacted the city and its residents
  • And more!

Discover what makes Milford, Connecticut such a great city, and the people who have helped make it this way, by tuning in today!

Resources: Eric Tashlein | Julie Nash


Episode 18: Goal-Setting for a “Less Stressed” Financial Future



A new year brings a fresh start and the opportunity to set your goals for the coming months.

How can you approach your financial goal-setting in a way that allows you to stay accountable and to work towards achieving a less stressful life?

Find out in this episode, as Eric Tashlein discusses financial goal-setting and the role it plays in your financial picture. Eric outlines steps that will help you form your goals and reveals the importance of creating realistic expectations around your financial life.

In this episode, you’ll learn:

  • Why you should prioritize living within your means
  • How to create goals by working backward 
  • Personal stories and advice about financial goals
  • How to upgrade your lifestyle responsibly  
  • And more!

Tune in today to get started with your financial goal-setting!

Resources: Eric Tashlein


Episode 17: Estate Plans, Trusts, and Wills, Oh My! — with Eugene Torrenti



While most people know that it’s important to have an estate plan, many don’t know where to start the planning process.

To help you better understand estate planning and what it entails, Eric Tashlein joins Eugene Torrenti for today’s episode. As a practitioner of estate and trust administration, business law, and eldercare planning, Eugene shares his insight on estate plans, trusts, and wills and reveals the benefits each can play when passing on your wealth to your kids and the generations to come. 

In this episode, you will learn:

  • The benefits of creating trusts
  • The difference between trusts and wills
  • Why you should have a will
  • How Eugene helps business owners sell their business 
  • And more!

Tune in today for your crash course in estate planning with Eugene Torrenti!

Resources: Eric Tashlein | Torrenti Law | Eugene Torrenti LinkedIn