Category Archives: Investments

Episode 6 – How to Plan for an Early Retirement

Are you a business owner who is considering early retirement? If so, do you know what you need to prepare beforehand to set yourself up for success?

In this episode, Eric Tashlein explores the rising desire for early retirement and how business owners can help make their dream a reality through proactive planning.

In this episode, you will learn:

  • How a small business can complement your retirement plan
  • The advantages of planning and corporate downsizing 
  • Insurance and health care considerations for early retirees 
  • How equity exposure benefits your finances 
  • And more!

Tune in now to discover the considerations you keep top-of-mind when planning your early retirement! 

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

Episode 5 — How to Prepare for the Sale of Your Business

As a business owner, making the decision to sell your business is never easy. However, selling your business is more than just making the decision to do so. In today’s market, it is crucial to also spend time preparing before listing your business for sale. 

Today, Eric Tashlein discusses how his team helps business owners with the sale of their business. Eric additionally shares his tips for preparing to sell so that you can receive the best value for your efforts and the years you have put into your business. 

In this episode, you’ll learn:

  • What an exit plan is — and why you should have one
  • When business owners should start planning for the sale of their business
  • Why business owners should seek out professional guidance for this process
  • The importance of planning for your life post-sale 
  • And more!

Tune in now to learn how you can get the most value from your business!

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

Episode 4 — 10 Ways to Improve Your Finances From Home

Whether directly or indirectly, everyone’s lives have changed because of COVID-19. As an investor or a business owner, do you know how to make the most out of this time of uncertainty? 

Today, Eric Tashlein provides clarity on the current condition of the market and shares tips on how you can make lemonade out of lemons with financially savvy decisions that will help you both today and down the road.

In this episode, you’ll learn:

  • Whether we’re in a bear market
  • How much investors need to save in their emergency funds
  • Why it’s important to stay aware of new laws
  • How to review your finances and cut down on unnecessary spending
  • Tips on tax management
  • And more!

Tune in now to learn how to make the most of your financial life during these times!

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

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