Scaling Your Business and Wealth

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

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 and Social Security begins presents challenges many retirement plans overlook. In this episode, Eric explains why the years between 55 and 65 often put the greatest strain on a retiree's financial system. From healthcare costs and portfolio withdrawals to taxes and lifestyle spending, Eric shares what can make this transition period feel more stressful than expected, even when the numbers work on paper. Key Takeaways: • The 55-65 transition years require a different retirement strategy. • Healthcare costs can create significant pressure before Medicare begins. • Early retirement spending often exceeds expectations. • Tax and withdrawal planning become critical when replacing earned income. Core Message: A successful retirement at 55 is not just about having enough assets. It is about creating an income strategy that can support the years before Medicare and Social Security provide additional financial support. Connect with Eric Tashlein, CFP®, CEPA®: 📞 203-350-4050 🌐 OES Wealth Partners: https://www.oeswealthpartners.com/ [https://www.oeswealthpartners.com/] 🔗LinkedIn: https://www.linkedin.com/in/eric-a-tashlein/ [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.

The Five-Year Window That Changes Everything

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/ [https://www.oeswealthpartners.com/] 🔗LinkedIn: https://www.linkedin.com/in/eric-a-tashlein/ [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.

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

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 Summary In this episode, Eric Tashlein sits down with Jay Sheehy and Dan O’Connor of Kamco Supply Corp. of New England to discuss what it takes to build and sustain a successful regional distribution company in today’s competitive construction industry. Jay and Dan share how Kamco has grown into a trusted supplier serving contractors across Connecticut, Rhode Island, Massachusetts, and Upstate New York by focusing on reliability, customer service, and operational excellence. The conversation explores the importance of timely deliveries, inventory management, leadership, company culture, and investing in employees. The episode also highlights the realities of managing a family business, competing against larger national companies, navigating rising fuel and material costs, and building long-term relationships with customers and partners. Core Message Long-term business success is built through consistency, discipline, strong relationships, and a commitment to taking care of both customers and employees every single day. Connect with Dan O’Connor 🌐 Camco Supply Corp. of New England [Camco Supply Corp. of New England] 🌐 Dan O’Connor on LinkedIn [Dan O’Connor on LinkedIn] Connect with Eric Tashlein, CFP®, CEPA® 📞 1-800-878-7152 🌐 OES Wealth Partners [https://www.oeswealthpartners.com?utm_source=chatgpt.com] 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.

Building a Stronger Community with 100 Good Guys Connecticut

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 supporting organization, designed to create consistent local impact across the Connecticut. The group brings together 100 men who each contribute $100 per quarter, collectively raising $10,000 at a time to support local nonprofits. With 42 members and nearly $20,000 already raised, Eric explains how the model proves that meaningful community impact doesn’t require complexity—just structure and consistency. He also highlights the importance of collective giving by referencing the 100 Women Who Care Connecticut group as a sister organization with a shared mission of strengthening local communities. This episode is a short look at intentional philanthropy, community connection, and how small, repeatable actions can scale into real impact when people come together around a simple system. Core Message You don’t need a complicated system to make an impact—you just need a simple structure and people willing to show up consistently. Connect with Eric Tashlein, CFP®, CEPA® 📞 1-800-878-7152 🌐 oeswealthpartners.com 100 Good Guys Connecticut: https://www.grapevine.org/giving-circle/PdWhega/100-Good-Guys-Connecticut [https://www.grapevine.org/giving-circle/PdWhega/100-Good-Guys-Connecticut] 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.

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

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 effort—they’re stuck from lack of visibility. Doug shares how overlooked inefficiencies, underused client relationships, and weak internal alignment quietly limit growth. Instead of chasing more leads, the real opportunity is often optimizing what already exists. They also cover leadership discipline, sales process gaps, and the need to stay adaptable in a rapidly changing environment. KEY TAKEAWAYS * Growth issues are often visibility issues * Existing clients are the biggest missed opportunity * New client acquisition is far more expensive than retention * Sales and marketing misalignment hurts conversions * Most teams lack a consistent sales process * Focus on the core problem you solve, not just features * Proactive leadership beats reactive management * Not everything urgent is important * Empower teams—don’t micromanage * Stay open-minded or risk falling behind CORE MESSAGE You don’t need more to grow—you need to see what you’re missing. CONNECT WITH THE GUEST Doug Rawady 🌐 businessconciergesolutions.com 📱 203-690-2074 CONNECT WITH ERIC TASHLEIN, CFP®, CEPA® 📞 1-800-878-7152 🌐 oeswealthpartners.com 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.