Episode 18 – Trust Over Everything – With David Horsager

It takes a long time to build trust, right?

In this episode, Charlie Epstein is joined by David Horsager as David shares his journey in tackling the global trust crisis through trusted leaders and organizations through the Trust Edge Leadership Institute and his best-selling publications. 

You will learn:

  • How and when did David get the foundation of trust and leadership 
  • Why David considers his graduate project (on trust) as an epiphany and passion-builder
  • The break down of David’s eight pillars of trust that drive results 
  • The reason why apologies don’t always rebuild trust 
  • Trust as a learnable skill 
  • And more!

Join this conversation today and discover David’s continuous role in shaping trustworthy communities!

Resources: Charlie Epstein | Epstein Financial | David Horsager | “Trusted Leader: 8 Pillars That Drive Results”Trust Edge Leadership Institute | “The Trust Edge” | “The Daily Edge” | Trust Edge Coaching


Episode 17 – Meet Lululemon’s Founder and Global Philanthropist, Chip Wilson

It’s all about the little black stretchy pants—at least for Chip Wilson, founder and former CEO of lululemon athletica.

Today, Chip sits down with Charlie Epstein to reflect on his journey through entrepreneurship, highlighting his book, “Little Black Stretchy Pants” as a way to share his experience as a successful entrepreneur and philanthropist who has faced extreme highs and lows in life.

You will learn:

  • How Chip got his inspiration for lululemon—and why he calls the target market “power girls”
  • The problems in sports and yoga apparel pre-lululemon and how Chip solved them
  • What the company culture at lululemon is like and how employees can develop themselves through their job
  • The details of Chip and Shannon’s contributions as philanthropists in Ethiopia  
  • And more!

Tune in to find out how lululemon, as well as his philanthropic initiatives, have shaped Chip Wilson’s purpose in life!

Resources:  Charlie Epstein | Epstein Financial | Chip Wilson |  “Little Black Stretchy Pants” by Chip Wilson | Westbeach | lululemon athletica


Episode 16 – The Path of Freedom and Success – With Guest Justin Donald

The Lifestyle Investor’s Justin Donald is all about opening your eyes to another way of living that brings you fulfillment and abundance.

In this episode, Charlie Epstein sits down with The Lifestyle Investor’s Justin Donald, as Justin explains everything you need to know about his career journey. He shares his story so that you too, can create substantial passive income and long-term equity while achieving financial independence and total freedom from your business or job.

In this episode, you will learn:

  • How Justin learned how to take risks and build resources 
  • Why Justin created The Lifestyle Investor
  • How Justin improved in the investing business, and the lessons he learned
  • The Lifestyle Investor’s 10 commandments
  • The importance of finding invisible deals and focusing on emerging markets
  • And more!

Listen in to find out how Justin can help you build the fulfilling lifestyle you desire by creating wealth without a job!

Resources: Charlie Epstein | Epstein Financial | Justin Donald | The Lifestyle Investor | The Lifestyle Investor Book | Courses and Coaching | Love Justice International


Episode 15 – The Path to Crafting Click-Worthy Stories — With Guest Justin Breen

Justin Breen is the founder and CEO of BrEpic Communications, a public relations firm, that launched in 2017. 

In this episode, Charlie Epstein sits down with Justin Breen. Justin shares the journey he went through to build his company, and explains how his PR company works with businesses and brands to craft click-worthy stories for local, regional, and national media outlets. 

In this episode, you will learn:

  • How Justin built his PR firm, BrEpic Communications
  • The lessons Justin learned from getting prospects for BrEpic Communications 
  • Creating a solution to a problem: BrEpic Communications’ business model 
  • The client demographic at BrEpic Communications
  • The rules of PR and how they differ from the media 
  • And more!

Tune in today and discover how journalism and PR have shaped the individual Justin Breen is today!  

Resources: Charlie Epstein | Epstein Financial | (413) 478-8580 | Justin Breen | BrEpic Communications | Epic Business Book 


Episode 14 – Helping Experts Build Empires: The Inspirational Journey of Mike Koenigs – With Guest Mike Koenigs

Mike Koenigs is an entrepreneur, marketer, 13-time #1 bestselling author, speaker, interactive online personality, and podcaster, who just, like everyone else, has faced his own obstacles in life, one of them being diagnosed with stage 3 cancer in 2012. 

In this episode, Charlie Epstein sits down with SuperPower Accelerator Experience’s Mike Koenigs. Mike shares his battle with cancer and explains how the disease helped him find his motivation, lane, and voice in his personal and professional life.

In this episode, you will learn:

  • Mike’s initial thoughts when he found out he had cancer 
  • Reasons why Mike believes his cancer diagnosis was a wake-up call following 20 years of hard work as an entrepreneur
  • What allowed Mike to beat cancer, and the lessons he learned from his health condition 
  • The role of Buddhism in Mike’s post-cancer spiritual healing   
  • Why’s entrepreneurialism an international language of peace: Mike’s insight 
  • And more!

Listen today to find out how cancer changed the course of everything Mike was doing in his personal, professional, and entrepreneurial life.

Resources: Charlie Epstein | Epstein Financial | (413) 478-8580 | Mike Koenigs | SuperPower Accelerator Experience | Marissa Brassfield | Capability Amplifier Podcast | The Big Leap Podcast


Episode 13 – A Musician Whose Passion Is Supporting Musicians – With Mike Epstein

At some point in life, we all question who we want to be in the future and what it would take to achieve it.

In this episode of Yield of Dreams, Charlie Epstein sits down with his nephew, Mike Epstein, president at Epstein & Company. Mike reveals how music, drumming, and jazz guided him to determine his future. 

In this episode, you will learn:

  • When Mike realized that music was speaking to him 
  • Mike’s cruise ship work experience and how it gave him 13 years of luck  
  • The difference between artist management and booking 
  • When Mike realized it was time to go on his own and start his own business
  • And more!

Listen today to find out how Mike discovered who he wanted to be and how music contributed to his success!

Resources: Charlie Epstein | Epstein Financial | Mike Epstein | Epstein & Company | National Independent Talent Organization  | National Independent Venue Association


Episode 12 – From New Orleans to the Rest of the World – With Guest Delfeayo Marsalis

According to many, Delfeayo Marsalis is one of the best musical trombonists of his generation. He is a top jazz composer and producer and comes from a family who has earned the nation’s highest jazz honor.

In this episode, Charlie Epstein sits down with the one and only Delfeayo Marsalis. Today, Delfeayo reviews and reflects on his musical journey and discusses how his trajectory and values have shaped him into the individual he is today.

In this episode, you will learn:

  • How has it been to learn from the “the best” of the jazz industry: Delfeayo’s experience 
  • How Delfeayo got his start in the music and trombone world 
  • Why financial security may be one of a performer’s main concerns 
  • Why family and mental health are so important to Delfeayo  
  • And more!

Tune in to find out everything you need to know about Delfeayo Marsalis’ journey as a trombonist, jazz composer, and producer!

Resources: Charlie Epstein | Epstein Financial | Delfeayo Marsalis | Facebook | Instagram | Otter | No Cell Phone Day


Episode 11 – From War Settings To Country Music Stages – With Guest Keni Thomas

Keni Thomas is an American country music singer, author, speaker and former United States Army Ranger.

In this episode, Charlie Epstein is joined by Keni Thomas. Keni reviews and reflects on his journey as an army veteran, and as an author and speaker, explaining how his passion and purpose lead him to the American country music industry.

In this episode, you will learn:

  • Keni’s experience in the Battle of Mogadishu
  • Why Keni refers to the army as a “family business” 
  • The three potential choices one can make when looking to solve a problem 
  • How Keni overcame his “survivor’s guilt” 
  • How Keni broke into the music industry 
  • Charlie and Keni’s take on fear and faith  
  • And more!

Tune in to discover more about Keni’s journey from the army to the music industry!

Resources: Charlie Epstein | Epstein Financial | Keni Thomas  


Episode 10 – Getting To Know Nick Nanton – With Guest Nick Nanton

Nick Nanton is an Emmy® award winning director, a best-selling author and a celebrated keynote speaker who helps entrepreneurs, thought leaders and businesses share their message and mission with the world through media. 

In this episode, Charlie Epstein speaks with Nick Nanton to review and reflect on his journey as a documentary filmmaker while discussing how his passion shaped him as the person he is today.  

In this episode, you will learn:

  • How Nick got into the branding and film documentary industry 
  • Charlie’s and Nick’s takes on getting paid to learn 
  • The better the guest, the better you become: What Nick learned from interviews 
  • What branding means to Nick 
  • Nick’s insight on working with a team in the creative and artistic industry 
  • And more!

Tune in and discover more about Nick’s personal and professional life!

Resources: Charlie Epstein | 413-478-8580 | Epstein Financial | Nick Nanton 



Episode 9 – Is Borrowing Money From Your 401(k) A Good Idea?

For many, a common thought is that it’s a good idea to borrow money against your 401(k) if you are short on liquid income. But is this really the best idea for your future self?

In part five of this mini-series, Charlie debunks the myth that you should take money out of your 401(k) before your desirement years. 

In this episode you will learn:

  • Why it’s not a great idea to take a loan on your 401(k) before you retire
  • The difference between a loan provision vs. hardship distribution withdrawal
  • Alternatives to reduce expenses or create more liquid income
  • How taxes play into the 401(k) loan conversation
  • And more!

Tune in as Charlie reveals everything behind the myth that suggests you should borrow money from your 401(k)!

Resources: Charlie Epstein | Epstein Financial | (413) 224-3606