Unfettered Wealth Podcast

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 … Continue reading Episode 8 – How to Make Good Decisions With Your Windfall →

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, … Continue reading Episode 7 – Kick-Start Your Year-End Business Planning →

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 … Continue reading Episode 6 – How to Plan for an Early Retirement →

As a business owner, making the decision to sell your business is never easy. However, selling your business is more than just making the decision to do so. In today’s market, it is crucial to also spend time preparing before listing your business for sale.  Today, Eric Tashlein discusses how his team helps business owners … Continue reading Episode 5 — How to Prepare for the Sale of Your Business →

Whether directly or indirectly, everyone’s lives have changed because of COVID-19. As an investor or a business owner, do you know how to make the most out of this time of uncertainty?  Today, Eric Tashlein provides clarity on the current condition of the market and shares tips on how you can make lemonade out of … Continue reading Episode 4 — 10 Ways to Improve Your Finances From Home →

Congress recently passed a new bill called the SECURE Act. This act impacts several areas of retirement saving and provides Americans with new opportunities when planning for retirement. To help you make sense of the new act and how it might impact you, Eric Tashlein breaks down the major parts of the act, and how … Continue reading Episode 3 — How will the 2020 SECURE Act Affect You? →

When seeking financial planning advice, there are typically three types of firms you can work with: independently registered investment advisory firms, bank-owned firms, or publicly traded firms. Each firm has its own set of traits, however, Eric Tashlein believes that there are four major advantages to working with an independent firm, like Connecticut Capital Management … Continue reading Episode 2 — 4 Major Advantages of Working With an Independent Advisory Firm →

Welcome to the Unfettered Wealth Podcast with your host, Eric Tashlein!  In this debut episode, Eric Tashlein, Connecticut Capital’s principal and founder, kicks off the series by sharing how he and his team help business owners and successful professionals plan for better wealth outcomes to achieve unfettered lives. As your host, Eric helps you get … Continue reading Episode 1 – Welcome to the Unfettered Wealth Podcast! →