Monthly Archives: September 2020

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Episode 4 – Debunking the Myths About Your Money — Part Three



Do you think you need to stop working to be happy in your desirement years?

In the third episode of this miniseries, Charlie debunks myth number four, that you have to stop working to be happy in your retirement years. He explains the importance of having life goals and ensuring that they are reflected in your financial reality.  

In this episode, you will learn:

  • Why you should think about your date of death
  • Why you need to consider “harvesting your crop early” in order to achieve your passion
  • The importance of nourishing your mindset in ways that serve your goals
  • What a needs-based rate of return is and how to utilize it to guarantee your income for the rest of your life
  • And more!

Tune in as Charlie reveals everything behind the myth that suggests that you have to stop working to be happy! 

Resources: Epstein Financial | (413) 224-3606 | mforest@the401kcoach.com | Part 1 | Part 2


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Episode 3 – Debunking the Myths About Your Money – Part 2



So much of finance is tied up in emotions. But how many of these emotional situations have created myths about your money?

In the second part of his mini-series, Charlie continues on his journey to debunk different myths about your money with his Desirement cards. This time, you will learn everything you need to know in regards to investment, finance, and emotion-related money myths. 

In this episode, you will learn:

  • Why your home shouldn’t be an investment
  • Why you don’t need to be afraid of ongoing payments
  • The difference between good and bad debt 
  • Whether it is better to rent or own property
  • And more!

Tune in as Charlie reveals three more financial myths!

Resources: Epstein Financial Services | (413) 224-3606 | mforest@the401kcoach.com | Part 1


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Episode 2 – Debunking the Myths About Your Money



A myth is a false belief you could have about anything, including your money.

In the first part of his mini-series, Charlie discusses his special decks of cards and explains how he uses them to help clients identify their goals and busts many myths about their money. 

In this episode, you will learn:

    • How Charlie’s cards can help you reflect on your goals for your money
    • Why it’s important to enjoy your money throughout your life
    • The actual impact of retirement on your tax bracket
    • To what extent your mortgage influences your debt level
    • How to make money on the spread of your money
    • And more!

Tune in as Charlie discusses the main money myths you need to know about! 

Resources: Epstein Financial Services | To request the Desirement/Money Myth Cards, (413) 224-3606 or mforest@the401kcoach.com