What’s the right legal structure for your business? How do you avoid disaster when partnering with friends or family? And what does smart exit planning really look like? In this episode, attorney Joseph Fournier breaks down business structures, common partnership mistakes, and the legal moves to make now if you want to sell your business later.

Are you planning your retirement escape soon? Discover the 7 essential steps to help you retire—with guidance from Eric Tashlein, CFP®, Connecticut’s trusted retirement planner. With decades of experience and a proven track record of helping people transition confidently into retirement, Eric shares actionable insights to help you begin your next chapter.

PS. Don’t forget to subscribe on your favorite podcast platform to stay informed and inspired!

What does it take to build a business that stands the test of time, brick by brick and generation by generation? In this episode, I sit down with the father-son duo David and James DeMaio, leading Pat Munger Construction, Inc., a powerhouse in the construction industry known for quality, integrity, and innovation. We talk about the rewards of working together as a family, how their values shape their company culture, and some of the secrets behind their long-term success. Whether you're in business, in a family business, or just love a good entrepreneurial story, this one’s for you.

Estate Planning Attorney & Former Probate Judge Paul Knierim on estate planning for those with $2,000,000-$50,000,000+ net worth

In this episode, we sit down with Randy Hale, President of Hale Propeller, a leading force in marine propeller repair, maintenance, and sales with locations in Old Saybrook, Connecticut and Beaufort, North Carolina. Randy shares the story behind the family-run business, how Hale Propeller became a trusted name in the maritime world. Whether you're a recreational boater, a marine industry professional, or just curious about what happens below the waterline, this conversation offers a fascinating look into a niche that keeps the boating world turning.

Jamison Scott President of Air Handling Systems shares his thoughts on team building and scaling his successful business.

Why I love the Roth IRA. How Roth IRAs can help you with your wealth aspirations.

Learn about the Scaling Your Business and Wealth Podcast in this inaugural episode! Eric discusses the premise of the pod and information on our firm.