Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary: Retiring at 55: What Most Plans Miss About the 55-65 Transition

Retiring at 55 can sound ideal, but the decade before Medicare and Social Security begins presents challenges many retirement plans overlook. In this episode, Eric explains why the years between 55 and 65 often put the greatest strain on a retiree's financial system.

From healthcare costs and portfolio withdrawals to taxes and lifestyle spending, Eric shares what can make this transition period feel more stressful than expected, even when the numbers work on paper.

Key Takeaways:

• The 55-65 transition years require a different retirement strategy.

• Healthcare costs can create significant pressure before Medicare begins.

• Early retirement spending often exceeds expectations.

• Tax and withdrawal planning become critical when replacing earned income.

Core Message:

A successful retirement at 55 is not just about having enough assets. It is about creating an income strategy that can support the years before Medicare and Social Security provide additional financial support.

Connect with Eric Tashlein, CFP®, CEPA®:

📞 203-350-4050

🌐 OES Wealth Partners: https://www.oeswealthpartners.com/

🔗LinkedIn: https://www.linkedin.com/in/eric-a-tashlein/

Disclosure:

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary: The Five-Year Window That Changes Everything

The final five years before retirement can shape everything that comes next. In this episode, Eric Tashlein shares five key principles that can help you avoid costly mistakes as retirement approaches, including managing risk, creating reliable income, minimizing taxes, and preparing for life beyond work.

Key Takeaways:

• • Why the final five years before retirement matter most
  • Retirement is about income, not just account size
  • How sequence of return risk can impact retirement
  • Why tax planning becomes increasingly important
  • The importance of designing a life, not just a portfolio

Core Message:

Retirement planning is not just about reaching a number; it’s about creating a strategy that supports the life you want to live.

Connect with Eric Tashlein, CFP®, CEPA®:

📞 203-350-4050

🌐 OES Wealth Partners: https://www.oeswealthpartners.com/

🔗LinkedIn: https://www.linkedin.com/in/eric-a-tashlein/

Disclosure:

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Guests:

Jay Sheehy: President, Kamco Supply Corp. of New England

Dan O'Connor: Chief Marketing Officer, Kamco Supply Corp. of New England

Episode Summary

In this episode, Eric Tashlein sits down with Jay Sheehy and Dan O’Connor of Kamco Supply Corp. of New England to discuss what it takes to build and sustain a successful regional distribution company in today’s competitive construction industry.

Jay and Dan share how Kamco has grown into a trusted supplier serving contractors across Connecticut, Rhode Island, Massachusetts, and Upstate New York by focusing on reliability, customer service, and operational excellence. The conversation explores the importance of timely deliveries, inventory management, leadership, company culture, and investing in employees.

The episode also highlights the realities of managing a family business, competing against larger national companies, navigating rising fuel and material costs, and building long-term relationships with customers and partners.

Core Message

Long-term business success is built through consistency, discipline, strong relationships, and a commitment to taking care of both customers and employees every single day.

Connect with Dan O’Connor

🌐 Camco Supply Corp. of New England

🌐 Dan O’Connor on LinkedIn

Connect with Eric Tashlein, CFP®, CEPA®

📞 1-800-878-7152

🌐 OES Wealth Partners

Disclosure

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

Episode Notes

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary

Eric Tashlein, founder of 100 Good Guys Connecticut, shares the story behind building a simple but a nonprofit supporting organization, designed to create consistent local impact across the Connecticut.

The group brings together 100 men who each contribute $100 per quarter, collectively raising $10,000 at a time to support local nonprofits. With 42 members and nearly $20,000 already raised, Eric explains how the model proves that meaningful community impact doesn’t require complexity—just structure and consistency.

He also highlights the importance of collective giving by referencing the 100 Women Who Care Connecticut group as a sister organization with a shared mission of strengthening local communities.

This episode is a short look at intentional philanthropy, community connection, and how small, repeatable actions can scale into real impact when people come together around a simple system.

Core Message

You don’t need a complicated system to make an impact—you just need a simple structure and people willing to show up consistently.

Connect with Eric Tashlein, CFP®, CEPA®

📞 1-800-878-7152

🌐 oeswealthpartners.com

100 Good Guys Connecticut: https://www.grapevine.org/giving-circle/PdWhega/100-Good-Guys-Connecticut

Disclosure

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

Episode Notes

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Eric Tashlein sits down with Doug Rawady to break down a common issue: businesses aren’t stuck from lack of effort—they’re stuck from lack of visibility.

Doug shares how overlooked inefficiencies, underused client relationships, and weak internal alignment quietly limit growth. Instead of chasing more leads, the real opportunity is often optimizing what already exists.

They also cover leadership discipline, sales process gaps, and the need to stay adaptable in a rapidly changing environment.

• Growth issues are often visibility issues
• Existing clients are the biggest missed opportunity
• New client acquisition is far more expensive than retention
• Sales and marketing misalignment hurts conversions
• Most teams lack a consistent sales process
• Focus on the core problem you solve, not just features
• Proactive leadership beats reactive management
• Not everything urgent is important
• Empower teams—don’t micromanage
• Stay open-minded or risk falling behind

You don’t need more to grow—you need to see what you’re missing.

Doug Rawady

🌐 businessconciergesolutions.com

📱 203-690-2074

📞 1-800-878-7152

🌐 oeswealthpartners.com

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

Episode Notes: The Retirement Stress Test Almost No One Passes

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary:

Retirement is often treated like a financial finish line — hit your number and you’re done.

But in reality, most retirement plans fail not because of the math, but because of untested assumptions about lifestyle, identity, cash flow, taxes, and longevity.

In this episode, Eric Tashlein breaks down a simple “retirement stress test” — key questions that reveal whether you’re truly prepared for the transition from earning a paycheck to living off your assets.

This short but practical conversation helps you spot the gaps most people don’t see until it’s too late.

Key Takeaways:

• • Retirement challenges are often about structure and identity, not just money
  • Your day-to-day routine matters as much as your portfolio
  • Retirement should be viewed as a cash flow system, not just a savings target
  • Withdrawal timing and sequence of returns can change outcomes significantly
  • Taxes and healthcare costs must be planned proactively, not reactively
  • Longevity risk is one of the most overlooked planning factors
  • Being “ready to retire” is different from being “able to retire”

Core Message:

Retirement success comes from pressure-testing your assumptions early — not just reaching a number, but understanding what life looks like after work ends.

Connect with Eric Tashlein, CFP®, CEPA®:

📞 1-800-878-7152

🌐 oeswealthpartners.com

Disclosure:

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice. Testimonials are based upon an individual client experience, may not represent the experience of other customers, and should not be considered a guarantee or indication of future performance or success.

Episode Notes: Be Your Spouse’s Financial Hero

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary

In this short episode, Eric Tashlein asks a critical question: if something happened unexpectedly, would your spouse know how to manage your finances?

Most households rely on one person as the “financial lead,” which works in normal life, but can create confusion during a crisis. Eric shares research from the AICPA showing nearly 40% of adults would not feel confident managing finances alone if their spouse were gone.

He introduces a simple framework—clarity, access, and confidence—and explains how a basic “Financial Household Playbook” can help couples organize accounts, cash flow, contacts, and emergency instructions so nothing is left to guesswork.

Key Takeaways

• • Financial stress usually comes from confusion, not lack of money
  • One spouse often holds most financial knowledge in a relationship
  • Nearly 40% of adults lack confidence managing finances after a spouse’s death
  • Clarity, access, and confidence are the foundation of preparedness
  • A simple financial playbook can prevent crisis-driven decision making

Core Message

Real financial strength isn’t just building wealth; it’s making sure your spouse or significant other can confidently carry it forward.

Connect with Eric Tashlein, CFP®, CEPA®

📞 1-800-878-7152

🌐 oeswealthpartners.com

Disclosure

Episode Notes

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

A historic $80 trillion wealth transfer is expected over the next 20–25 years. In this episode, Eric Tashlein explains why families with $5–$10 million or more in net worth are shifting from traditional retirement planning to 100-year financial and estate planning.

Eric discusses how thoughtful tax strategies, Roth conversions, and well-structured trusts can help families reduce tax erosion, protect assets, and create a financial framework designed to benefit future generations.

• The U.S. is entering the largest wealth transfer in history.
• Higher net worth families often shift to multi-generational planning.
• Roth conversion strategies can reduce long-term tax burdens for heirs.
• Combining family trustees with corporate trustees can provide both personal insight and professional administration.
• Proper planning helps prevent the common “shirt sleeves to shirt sleeves” loss of wealth across generations.

True wealth planning goes beyond retirement. With the right structure, families can protect their assets, reduce taxes, and build a financial legacy that benefits multiple generations.

📞 1-800-878-7152

🌐 oeswealthpartners.com

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

Episode Notes

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary

Eric explores why future tax rates—not market risk—may be the biggest threat to retirement wealth. With high government debt and historically low tax rates, now may be a key window for Roth conversion planning.

Key Takeaways

• Today’s low tax environment may not last
• Traditional retirement accounts carry future tax liability
• Roth conversions can reduce long-term tax risk
• Timing conversions strategically is critical

Core Message

True wealth planning goes beyond retirement. With the right structure, families can protect assets, reduce taxes, and build a lasting legacy.

Connect with Eric Tashlein, CFP®, CEPA®

📞 1-800-878-7152

🌐 oeswealthpartners.com

Disclosure

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.

Episode Notes

Scaling Your Business and Wealth Podcast

Host: Eric Tashlein, CFP®, CEPA®

Episode Summary

Eric Tashlein talks with Marie Louise Burkle, CEO of Autac Inc., a family-owned manufacturer of custom retractile cords since 1947. Marie shares how precision, trust, and empowered employees allow Autac to thrive without chasing volume. She discusses the value of customization, building a strong culture, and protecting margins, especially in industries where failure isn’t an option.

Key Takeaways

• • Empower employees to solve problems and reduce downtime
  • Use customization as a strategic advantage
  • Know your value; don’t compromise margins for the wrong work
  • Lead with humility and trust, not ego
  • Balance speed, reliability, and cost with smart inventory and service

Core Message

A lasting business depends on people, trust, and precision. Empowered teams allow leaders to focus on growth and sustain success.

Connect with the Guest

Autac Inc.: https://autacusa.com/

Marie Louise Burkle : [email protected]

Connect with Eric Tashlein

📞 1-800-878-7152

🌐 oeswealthpartners.com

Disclosure

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.