Tag Archives: exit plan

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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 

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Episode 15: Tips for Teaching Your Kids About Money

Do you ever wonder how the conversations you have with your children could impact their relationship with money? 

In this episode, Eric Tashlein shares what you can do to ensure your children grow up with a positive relationship with money. He shares tips and tricks for ways you can help them understand financial planning and start cultivating healthy money habits from a young age!

In this episode, you will learn:

  • How to teach your children about finances
  • Why you should be teaching your children how to save
  • When to start having financial conversations with your children
  • How to influence your child’s spending habits
  • And more!

Tune in now to discover what you can do to strengthen your children’s financial mindset!

Resources: Eric Tashlein | Brian Parke | Connecticut Capital Management Group 

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Episode 14 – How to Amp Up Your Personal Productivity — with Dr. Donald E. Wetmore

Optimizing your productivity can help you get from point A to point B with greater ease and efficiency.

But maximizing your productivity isn’t always easy. That’s where a productivity coach can help.

In this episode, Eric Tashlein joins Dr. Donald E. Wetmore, a productivity coach with a passion for helping others reach their goals. Dr. Donald shares his story about how he got into productivity coaching and shares some helpful tips about personal productivity.

Join us as we discuss:

  • How to be more productive
  • Ways you can work smarter rather than work harder
  • Productivity coaching myths
  • What to expect from productivity coaching
  • And more!

Tune in now to discover the world of productivity coaching and how it can help guide you towards achieving your goals!

Resources: Eric Tashlein | Connecticut Capital Management Group | The Productivity Institute

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Episode 13 – The Journey Towards a Fulfilling Financial Career – With Brian Parke

Positively impacting a client’s life is one of the most rewarding experiences for a wealth advisor.

In this episode, Eric Tashlein is joined by Brian Parke, Eric’s business partner at Connecticut Capital Management Group. Brian shares his journey to become a Certified Financial Planner™ professional and addresses various concepts when it comes to working in finance. 

In this episode, you will learn:

  • How Brian ended up in his career in financial services
  • What it takes take to become a Certified Financial Planner™ professional
  • How to mitigate taxes and why taxes should be considered as a wealth tool
  • The importance of teaching and communicating 
  • Why client failure could mean advisor failure 
  • And more!

Tune in as Eric and Brian highlight the reasons why advisors should pay attention to details when planning financial solutions! 

Resources: Eric Tashlein | Brian Parke | Connecticut Capital Management Group 


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Episode 12 – Why You Should Know Your Retirement Risks

While most people know that they have to prepare for retirement risks, very few actually know what those risks are — and how they can use their planning to address them.

In this episode, Eric Tashlein highlights the need for thoughtful planning while preparing for your retirement and the different financial, legal, and health risks that can come with it. 

In this episode, you will learn:

  • How to prepare for the unknown
  • Why your health can be a risk to your retirement 
  • The impact a divorce could have on your financial and retirement planning 
  • The benefits and drawbacks of having concentrated assets in retirement 
  • And more!

Tune in now and discover the importance of expecting the unexpected when planning for a retirement that works for you and your wealth! 

Resources: Eric Tashlein | Connecticut Capital Management Group: (203) 877-1520 | podcast@connecticutcapital.com