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Scaling Your Business and Wealth

Hosted by Eric Tashlein · business · EN-GB · 50 episodes

Audience: 3

About this Podcast:

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.

Pitch Analysis

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Contact path

Verified email

Booking probability

32%

Guest openness

Selective

Verified email on file
80/100
Required Score

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Questions about Scaling Your Business and Wealth

What is Scaling Your Business and Wealth about?

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.

Who hosts Scaling Your Business and Wealth?

Scaling Your Business and Wealth is hosted by Eric Tashlein. The show has published 50 episodes to date.

What has Scaling Your Business and Wealth covered recently?

Recent episodes include "Retirement Rightsizing: Are You Spending for the Life You Actually Want?" (14 October 2026, 8 minutes), "Wealth Across Three Generations: Why Financial Behavior Matters More Than Financial Education" (30 September 2026, 7 minutes), and "How Should You Transfer Wealth to the Next Generation?" (3 September 2026, 9 minutes).

How often does Scaling Your Business and Wealth publish?

Scaling Your Business and Wealth publishes roughly every two weeks, with episodes averaging 13 minutes across 50 episodes.

How hard is it to get booked on Scaling Your Business and Wealth?

Booking probability for Scaling Your Business and Wealth is 32%, and the host is rated Selective on guests. Scaling Your Business and Wealth requires a Pod Score of 80 or higher. Scaling Your Business and Wealth's contact route on record: verified email.

Who should pitch Scaling Your Business and Wealth?

The strongest fits for Scaling Your Business and Wealth are Investing & Wealth Management and Accounting, Tax & Payroll. Scaling Your Business and Wealth has a business audience.

About the host

Eric Tashlein hosts Scaling Your Business and Wealth, a business show with 50 episodes published.

Verified host email: ████████@████.comSign in to unlock →

Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Episode #50

    Retirement Rightsizing: Are You Spending for the Life You Actually Want?

    Oct 14, 20268 minS2

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: Retirement Rightsizing: Are You Spending for the Life You Actually Want? Retirement planning is not just about spending less. In...

  • Episode #49

    Wealth Across Three Generations: Why Financial Behavior Matters More Than Financial Education

    Sep 30, 20267 minS2

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: Wealth Across Three Generations: Why Financial Behavior Matters More Than Financial Education Wealth transfer is often viewed as...

  • Episode #48

    How Should You Transfer Wealth to the Next Generation?

    Sep 3, 20269 minS2

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: How Should You Transfer Wealth to the Next Generation? Transferring wealth to children and grandchildren is about more than...

  • Episode #47

    Funding Your Retirement With a Business Sale

    Aug 24, 202614 minS2

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: Funding Your Retirement With a Business Sale For many business owners, their company is their largest asset and a key part of...

  • Episode #46

    Is Working One More Year Really Worth It?

    Aug 5, 20266 minS2

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: Is Working One More Year Really Worth It? You've reached the point where you could retire comfortably, yet you keep telling...

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  • Episode #45

    Your Business Exit Strategy: How to Maximize Value and Find the Right Buyer, with Kevin and Owen Murray

    Jul 23, 202632 minS2

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Guests: Kevin Murray, Founder, Business Seller Center | Owen Murray, Business Broker, Business Seller Center Episode Summary Selling a business...

  • Episode #44

    The 3 Worst Retirement Mistakes I See All the Time

    Jul 8, 20268 minS2

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: The 3 Worst Retirement Mistakes I See All the Time Most retirement mistakes aren't caused by bad investments. They're caused by...

  • Episode #44

    When Success Becomes Risk: The Hidden Problems with Concentrated Stock Positions

    Jun 29, 20269 minS2

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: When Success Becomes Risk: The Hidden Problems with Concentrated Stock Positions A successful investment can become one of the...

  • Episode #42

    Retiring at 55: What Most Plans Miss About the 55-65 Transition

    Jun 15, 20268 minS2

    Scaling Your Business and Wealth Podcast Host : Eric Tashlein, CFP®, CEPA® Episode Summary : Retiring at 55: What Most Plans Miss About the 55-65 Transition Retiring at 55 can sound ideal, but the decade before Medicare...

  • Episode #41

    The Five-Year Window That Changes Everything

    May 27, 20267 minS2

    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...

  • Episode #40

    The Discipline Behind a Construction Supply Leader: Kamco Supply Corp. of New England, with Jay Sheehy and Dan O’Connor

    May 18, 202620 minS2

    Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Guests: Jay Sheehy: President, Kamco Supply Corp. of New England Dan O'Connor: Chief Marketing Officer, Kamco Supply Corp. of New England Episode...

  • Episode #39

    Building a Stronger Community with 100 Good Guys Connecticut

    Apr 30, 20267 minS2

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary Eric Tashlein, founder of 100 Good Guys Connecticut , shares the story behind building a simple but a nonprofit...

  • Episode #38

    Why Most Businesses Are Closer to Breakthrough Than They Think, with Doug Rawady

    Apr 23, 202623 minS2

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary Eric Tashlein sits down with Doug Rawady to break down a common issue: businesses aren’t stuck from lack of...

  • Episode #37

    The Retirement Stress Test Almost No One Passes

    Apr 16, 202610 minS2

    Episode Notes: The Retirement Stress Test Almost No One Passes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary: Retirement is often treated like a financial finish line — hit...

  • Episode #36

    Be Your Spouse's Financial Hero

    Apr 8, 20267 minS2

    Episode Notes: Be Your Spouse’s Financial Hero Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary In this short episode, Eric Tashlein asks a critical question: if something...

  • Episode #35

    The 100 Year Wealth Plan: How Families Build Multi-Generational Legacies

    Apr 1, 202610 minS2

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary A historic $80 trillion wealth transfer is expected over the next 20–25 years. In this episode, Eric Tashlein...

  • Episode #34

    Why Debt and Historically Low Taxes Matter for Roth Conversions

    Mar 25, 20266 minS2

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary Eric explores why future tax rates—not market risk—may be the biggest threat to retirement wealth. With high...

  • Episode #33

    When Custom Beats Scale: Lessons from Autac Inc. CEO Marie-Louise Burkle

    Mar 18, 202623 minS2

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary Eric Tashlein talks with Marie Louise Burkle, CEO of Autac Inc. , a family-owned manufacturer of custom retractile...

  • Episode #32

    Am I High Net Worth or Ultra-High Net Worth?

    Mar 10, 20269 minS2

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Summary What does it really mean to be high net worth or ultra-high net worth? In this episode, Eric explains how the financial...

  • Episode #31

    Beyond the Posts: Inside Reliable Fence’s Family Legacy and Craftsmanship, with David and Deven Iannone

    Mar 5, 202633 minS2

    Episode Notes Scaling Your Business and Wealth Podcast Host: Eric Tashlein, CFP®, CEPA® Episode Summary In this episode, Eric sits down with David and Deven Iannone of Reliable Fence, a Connecticut family business...

Guest Appearances

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