Monthly Archives: August 2020


Episode 1 – Get to Know Charlie Epstein

Welcome to the inaugural episode of Yield of Dreams – Paychecks for Life with Charlie Epstein!

In this episode, get to know Charlie as he discusses the evolution of his life as a performer and financial professional. Charlie speaks about Epstein Financial Services and ultimately, teaches people how to ease their pain and suffering about money. 

In this episode, you will learn:

    • How Charlie’s background influenced him as a financial professional
    • The business philosophy at Epstein Financial Services 
    • How Charlie views the term “retirement”
    • Charlie’s role as a 401(k) coach
    • And more!

Tune in as Charlie explains how he can help you balance your finances and dreams so that you can earn a paycheck for life!

Resources: Epstein Financial | Charlie Epstein |