Category Archives: finance


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


Episode 19 – Pursuing Your Passions, Dreams and Desires

When you challenge yourself about the common myths when it comes to accumulating wealth, you are going to create clarity about what you want.

In this episode, Charlie Epstein talks about his own passions—setting his life up to only do what is fascinating and motivating. Charlie emphasizes the importance of letting go of the common misconceptions around wealth, and motivates you to start the journey of pursuing your own desires. 

You will learn:

  • How Charlie created a life that combined his passions into one  
  • Common myths around creating wealth and how to test and reframe those myths 
  • How to set yourself up to use OPM and USM  
  • Why your passions should be at the forefront of your life  
  • And more!

Tune in to discover what you can do when you focus on yourself, your passions, and your desires to achieve great things with your wealth. 


Charlie Epstein | Epstein Financial | Paychecks for Life | Desirement Playing Cards


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