Tag Archives: investing

Feature Image

Episode 11 – How to Achieve an Emotionally-Secure Retirement

When it comes to your retirement, it’s important to not only organize your financial picture but to also consider the psychological, physical, and emotional aspects of it.   

In this episode, join Eric Tashlein as he explores the non-financial side of retirement. To help you prepare, Eric breaks down the importance of planning your retirement goals and routines and shares why you should find your retirement purpose. 

In this episode, you will learn:

  • About the psychological side of retirement 
  • Why retirement isn’t always about money 
  • The importance of doing an “ego check” when approaching retirement 
  • The benefits of writing out your retirement goals 
  • And more!

Tune in now and discover the importance of having a financially and emotionally-secure retirement! 

Resources: Eric Tashlein | Connecticut Capital Management Group

Feature Image

Episode 10 – Why Your Health is Wealth

If you don’t have your health, how will you enjoy your wealth?

Health issues can affect anyone — and they often bring financial burdens with them. 

In this episode, Eric Tashlein explores the connection between your health and wealth. He highlights the importance of taking care of your health and explains why your health is increasingly important as you approach retirement.

In this episode, you will learn:

  • How cigarettes can impact both your health and wealth 
  • Why obesity is a major health concern right now
  • Health recommendations for soon-to-be retirees 
  • Diet, lifestyle, and life expectancy rates in different states 
  • And more!

Tune in now to discover the importance of maintaining your health so you can enjoy your unfettered wealth to the fullest! 

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

Feature Image

Episode 9 – What You Need to Know About Roth IRAs

There are several types of accounts that are designed to help you save for your retirement — including Roth IRAs.

But how exactly does a Roth IRA work, and how can you use one to make the most of your retirement savings?

In this episode of the Unfettered Wealth Podcast, Eric Tashlein breaks down everything you need to know about Roth IRAs and how this type of account can help you to not only save money today, but also to plan for the future you desire. 

In this episode, you will learn:

  • The advantages and disadvantages of using a Roth IRAs
  • Why young adults should consider having this account 
  • Roth IRA tax considerations 
  • What to know about leaving your Roth IRA to your beneficiaries
  • And more!

Tune in now to learn all about Roth IRAs and what they can bring to you on your journey towards unfettered wealth!

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

Feature Image

Episode 8 – How to Make Good Decisions With Your Windfall

If you receive a very large amount of money, what would you do with it?

In this episode of Unfettered Wealth, Eric Tashlein explains how to make good decisions with an influx of money. This conversation is full of tips to help you hold onto your windfall and feel confident about your planning decisions.  

In this episode, you will learn:

  • Four main reasons why people come into a large sum of money 
  • How a financial professional can help you make good decisions about how you save or spend your windfall
  • What to say to family members who are asking for your money (and if you have a hard time saying no)
  • How to prepare children for money that’s coming down the pipe in the next 10-50 years
  • And more!

Tune in now to learn how to make good decisions with an influx of money. 

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

Feature Image

Episode 7 – Kick-Start Your Year-End Business Planning

Between taxes, insurance, and retirement plans, there are many financial components to balance when you’re a business owner.

One way you can ensure you’re staying on top of your business’ finances is by performing a year-end financial review. 

In this episode, Eric Tashlein reminds you not only of the importance of conducting a year-end analysis, but also reveals how a trusted financial professional can help ease, and even improve, the process and your business.

In this episode, you will learn:

  • Why it’s important to meet with your financial team to discuss your year-end taxes 
  • How PPP loans can help business owners  
  • Why you should be reviewing your insurance benefits and payments 
  • What to look at during your year-end analysis 
  • And more!

Are you ready to kick-start your year-end business planning? Listen now to get started!

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

Feature Image

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 

Feature Image

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