Scaling Your Business and Wealth
By Eric Tashlein
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Category: Investing
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Episodes: 40
Description
Business and team-building ideas from interviews with some of Connecticut's leading business owners. Wealth-building discussions with Eric Tashlein, CFP(r), and guests such as Estate Planning Attorneys, CPAs, and Investment Professionals.
The show is for business owners and professionals seeking ways to help build their wealth and business. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and OES Wealth Partners are not affiliated. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.
| Episode | Date |
|---|---|
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The Discipline Behind a Construction Supply Leader: Kamco Supply Corp. of New England, with Jay Sheehy and Dan O’Connor
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May 18, 2026 |
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Building a Stronger Community with 100 Good Guys Connecticut
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Apr 30, 2026 |
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Why Most Businesses Are Closer to Breakthrough Than They Think, with Doug Rawady
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Apr 23, 2026 |
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The Retirement Stress Test Almost No One Passes
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Apr 16, 2026 |
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Be Your Spouse's Financial Hero
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Apr 08, 2026 |
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The 100 Year Wealth Plan: How Families Build Multi-Generational Legacies
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Apr 01, 2026 |
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Why Debt and Historically Low Taxes Matter for Roth Conversions
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Mar 25, 2026 |
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When Custom Beats Scale: Lessons from Autac Inc. CEO Marie-Louise Burkle
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Mar 18, 2026 |
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Am I High Net Worth or Ultra-High Net Worth?
|
Mar 10, 2026 |
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Beyond the Posts: Inside Reliable Fence’s Family Legacy and Craftsmanship, with David and Deven Iannone
|
Mar 05, 2026 |
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Running a Legacy: How Bigelow Tea Scales Operations Without Compromise with Jim Gildea
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Feb 25, 2026 |
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9 Reasons Retirement Advice May Be Outdated - What Actually Matters Now
|
Feb 17, 2026 |
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The Growth Playbook: Scaling a $32M Business with Thomas Mercaldo
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Jan 27, 2026 |
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The High-Stakes Conversations That Protect Business and Family Wealth
|
Dec 22, 2025 |
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The Workplace That Works: Leading Through Transformation with Joseph Weber
|
Dec 08, 2025 |
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Probate & Estate Planning: Protect Your Wealth, Business & Legacy with Attorney Michael Iacurci
|
Nov 24, 2025 |
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Year-End Moves the Wealthy Make: 10 Strategies to Build Momentum Before 2026
|
Nov 10, 2025 |
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The Science of Persuasion: Why Influence Outranks Strategy in Business Success with Ezio Sabatino
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Oct 30, 2025 |
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2025 Market & Economic Outlook: Fed Moves, AI Spending, and Housing Trends Every Investor Should Know
|
Oct 22, 2025 |
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Innovate, Scale, Lead: Michael Maguire on Building Structural Graphics into a Business That Lasts
|
Oct 16, 2025 |
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How to Pass $100M to Your Children Without Ruining Them
|
Oct 06, 2025 |
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Bridging the Innovation Divide: Paul Lavoie on AI, Talent, and the Future of Smart Manufacturing
|
Sep 30, 2025 |
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Social Security at 62, 67 or 70. What’s Right for You?
|
Sep 24, 2025 |
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Scaling Smarter: Manufacturing Leadership and Sales Strategy with Michael Stark
|
Sep 08, 2025 |
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Turning Your Business into Retirement Wealth
|
Aug 28, 2025 |
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Blueprints for Success: Dean Petrucelli & David Stein of Silver Petrucelli & Assoc.
|
Aug 21, 2025 |
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When Can I Retire?!
|
Aug 08, 2025 |
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Portfolio Themes for Q3 2025: Patience, Policy and Positioning
|
Jul 23, 2025 |
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Tax Planning for High-Net-Worth Individuals with CPA, Dennis Cole
|
Jul 22, 2025 |
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Built to Scale - Lessons in Leadership, Innovation & Legacy with Frank Ferrucci
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Jul 18, 2025 |
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Innovation & Inspiration: Inside Modern Plastics with Bing Carbone
|
Jun 25, 2025 |
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Podcast 9: "Desire the Yachting Life? Meet the Petzold's of New England's Premier Yacht Family"
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Jun 18, 2025 |
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Legal Landmines & Smart Exits: A Business Owner’s Guide with Attorney Joseph Fournier"
|
May 27, 2025 |
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"Are You Ready to Retire? Start with These 7 steps"
|
May 15, 2025 |
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"Built to Last: The Family Behind Pat Munger Construction, Inc"
|
Apr 28, 2025 |
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$2,000,000+ Estate Planning Discussion
|
Apr 18, 2025 |
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A conversation with Randy Hale of Hale Propeller
|
Apr 14, 2025 |
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Jamison Scott President of Air Handling Systems shares his thoughts on the team building and scaling his successful business.
|
Mar 28, 2025 |
|
Why I love the Roth IRA
|
Mar 07, 2025 |
|
Learn about the Scaling Your Business and Wealth Podcast in this inaugural episode!
|
Mar 05, 2025 |