Scaling Your Business and Wealth

Passing on significant wealth is more than a financial transaction. It’s a family legacy decision. Done poorly, inheritances can create entitlement and division. Done right, they can inspire purpose, responsibility, and lasting values.

In this episode of Scaling Your Business & Wealth, Eric Tashlein CFP™, shares strategies for preparing your heirs and structuring your wealth transfer so it strengthens, not weakens the next generation.

What you’ll learn in this episode:

• Why “how” you pass wealth matters more than “how much”

• Common pitfalls families face when transferring large estates

• How to prepare children for financial responsibility

• Practical steps to align wealth with values and legacy

Whether you’re an entrepreneur, business owner, or high-net-worth individual planning for the future, this episode will help you protect both your wealth and your family.

🎧 Listen now and learn how to pass wealth with wisdom.

What does it really take to future-proof your business and your industry?

In this episode of Scaling Your Business & Wealth, I sit down with Paul Lavoie, Vice President of Innovation and Applied Technology at the University of New Haven and former Chief Manufacturing Officer for the state of Connecticut.

From leading state-wide industrial strategy to building a cutting-edge R&D Park that connects AI, academia, and advanced manufacturing, Paul shares how smart leaders prepare for long-term growth, not just the next quarter.

Deciding when to claim Social Security is one of the biggest retirement income choices you’ll face. Making the right move can add tens of thousands to your lifetime benefits.

In this episode of Scaling Your Business & Wealth, I break down the pros and cons of claiming at 62, full retirement age, or delaying until 70. You’ll learn:

✔️ How benefits are calculated

✔️ Break-even analysis and life expectancy factors

✔️ Tax-smart timing opportunities

✔️ Who benefits most from each option

👉 If you're a business owner or professional nearing retirement, this episode is a must-listen.

In this episode of Scaling Your Business and Wealth, Michael Stark, President of OMERIN USA, shares how he rose from the shop floor to leading a growing manufacturing business. He dives into sales strategy, leadership, and how to scale without sacrificing quality or culture. If you're navigating growth in uncertain markets, this conversation is packed with practical insights.

In this episode of Scaling Your Business and Wealth, host Eric Tashlein explores one of the most important and often overlooked topics for business owners: How to sell your business to fund your retirement. Eric breaks down why early planning matters, how to build transferable value, and what steps you can take now to prepare. Real stories and expert insights to help you turn your business into lasting wealth and peace of mind. The examples provided are hypothetical in nature and do not reflect a specific individual or situation.

In this episode of Scaling Your Business and Wealth, I sit down with Dean Petrucelli and David Stein, principals of a dynamic architecture, engineering, and design firm that’s reshaping communities across Connecticut and beyond. We’ll explore their journey from startup struggles to regional success, their approach to sustainable design, and the lessons they’ve learned as both business owners and creative leaders.

Whether you’re building a business, a career, or your wealth – this conversation is your blueprint. Let’s dive in.

In this episode of Scaling Your Business and Wealth, Eric Tashlein dives into the big question: “When can I retire?” He shares a heartfelt story about his father’s own retirement journey—and in doing so, challenges the more important follow-up:

Yes, retirement is about timing—but even more so, it’s about purpose.

On this latest episode of Scaling Your Business and Wealth Podcast, I break down the key themes shaping Q3 2025—from rising tariffs and Fed indecision to equity rebounds and global market shifts. We cover why staying diversified and invested matters more than ever, even in uncertain times. If you want to grow your portfolio and your financial confidence, this episode is for you.

Today’s guest is Dennis Cole, CPA and Managing Partner at Beers, Hamerman, Cohen & Burger. We’ll explore advanced tax planning strategies tailored for high‑net‑worth individuals—what makes their tax landscape more complex, common mistakes even successful people make, and smart moves around entity structuring, investments, real estate, and legacy planning. If you want actionable tips to protect and grow your wealth, you’re in the right place.

In this episode I sit down with Dennis Cole, CPA and Managing Partner at Beers, Hamerman, Cohen & Burger, to unpack the complex tax strategies high-net-worth individuals need—from sophisticated entity structures, investment and real estate tactics, to legacy and trust planning. They highlight common missteps even the wealthy make and offer smart, proactive tips to optimize tax efficiency, protect assets, and grow long-term wealth.