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.