Tag Archives: Unfettered Wealth Podcast

Feature Image

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 


Feature Image

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


Feature Image

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 

 


Feature Image

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 


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