Tag Archives: Goal Setting

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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