Monthly Archives: June 2021


22. Don’t Fall Victim to Life’s Disruptions with Ross Marino

Let’s face it, no amount of planning is ever going to address every single disruption that will happen during your lifetime.

It’s all about how you respond to these disruptions and adapt that is truly going to matter.

In this episode, Charlie Epstein is joined by Ross Marino to discuss facing life’s unexpected challenges head-on. The duo share real life stories about facing disruptions – like the COVID-19 pandemic – and how they were able to change their mindsets to tackle them. 

Ross discusses:

  • The story of his life disruptions and how he pushed through them
  • How his perspectives were changed as a result of life’s challenges
  • Your responsibility as a financial planner to understand the changes in your client’s lives
  • Why you should be living life in the present – not the past
  • And more


Connect With Ross Marino:

Connect With Charlie Epstein:

About Our Guest:

Ross’ fascination with business and investments started in the 9th grade, when he received a copy of Money Magazine as a birthday gift. That fascination led to his career as a financial planner. He founded Transitus Wealth Partners, which has helped individuals, families, and business owners make decisions through life transitions for over 30 years. In 2010, Ross founded Advisor2X™ to help other advisors grow their individual & family financial planning and employer plan practices. Advisor2X™ has hosted over 1,000 events in 40 cities for over 30,000 advisors.


21. Using Grit to Achieve Your Passions With Bryan Lefelhoc

When you have grit, there is nothing that can stop you from achieving your goals or pursuing your passions. 

That is exactly what our guest, Bryan Lefelhoc, believes and emphasizes.

In this episode, Charlie Epstein is joined by Bryan Lefelhoc, director of sales at Spire Advertising and Web Design, as they talk about how grit allows you to achieve great things. Bryan shares his own experiences with using grit to leave his cushy corporate job and achieve the things he is passionate about. 

Bryan discusses:

  • What made him passionate about creating a podcast dedicated to grit
  • How Bryan’s grit allowed him to follow his passions and dreams
  • The idea of failure being a good part of growth in reaching your goals
  • When you have grit, nothing can stop you from achieving great things
  • And more


Connect With Bryan Lefelhoc:

Connect With Charlie Epstein:

About Our Guest:

Bryan is an experienced Sales Director with a demonstrated history of working in the marketing and advertising industry. Bryan has Strong sales and is professionally skilled in Sales, Radio Advertising, Leadership, Website Building, and Marketing Strategy.


Episode 20 – Remaining True to Your Promise – With Guest Marion Abrams

When you were a kid, did you make a promise to yourself about where you might end up? 

In this episode, Charlie Epstein sits down with Marion Abrams, producer and host of Grounded Content Podcast, as they talk about the idea that every decision you have made in your life has brought you to where you have ended up. Charlie and Marion get personal and talk about how their own choices in life have brought them together to share their wisdom with you. 

You will learn:

  • How to stay true to the promises you made to yourself
  • Marion’s story of developing her skills and mindset, behind and infront of the camera
  • How you can find your own mission within your career
  • How Marion works with people to help them create effective messaging for their brand
  • And more!

Tune in and begin your journey to stay true to yourself and the promises that you have made.


Charlie Epstein | Epstein Financial | Marion Abrams | MadMotion | Grounded Content Podcast