Tag Archives: Employees

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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


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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®


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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


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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


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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


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Episode 16: The Growth and Evolution of Munger Construction – With David DeMaio



Every business and business owner faces successes and challenges as they work to grow their business 

In this episode, Eric Tashlein explores the successes and challenges of one particular business owner, Munger Construction’s David DeMaio. David details his journey at the company and reveals how strategies like coaching and leadership have helped him grow and evolve his construction firm.

In this episode, you will learn:

  • How David went from working at Munger Construction to owning it
  • Why Munger Construction is a company-oriented rather than individual-oriented firm
  • David’s take on why you should always value and take care of your employees 
  • The benefits of coaching, mentorship, and empowerment 
  • And more!

Tune in and discover the ups and downs of David’s company and to learn lessons you can implement in your business, too!

Resources: Eric Tashlein | Connecticut Capital Management Group | Munger Construction | David DeMaio: (203) 483-3645 | info@mungerconstruction.com