Category Archives: financial

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25. The World of Finance With Bill Bloom



The world of finance is something that not a lot of people fully understand, but there is far more to the industry than just hiring someone to tell you what to do with your money.

In this episode, Charlie Epstein is joined by Bill Bloom, financial planner and principal at Bloom Financial, as they speak about the ins and outs of the financial world. Charlie and Bill discuss how working in finance is so much more than telling people what to do with their money, but also about helping people understand how they think and building trustful relationships.

Bill discusses:

  • The relationship people have with money, and how that relationship is formed
  • Building trust with clients
  • Finding the people who you are going to work with and be a hero to
  • Collaboration as a tool within a business
  • And more

Resources:

Connect With Bill Bloom:

Connect With Charlie Epstein:

About Our Guest:

Bill wants to identify the Dangers that keep you up at night. He brings your opportunities that you have to light so you can have greater Strengths for a bigger and better financial future. Bill’s Retire As You Desire process is all about you, the client.

 


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24. What Are You Willing to Give Up to Achieve Your Passions? With Helen Gomez-Andrews & Chris Andrews



What is stopping you from taking the first step toward reaching your passions and goals? Are you willing to give up the things that might be holding you back?

In this episode, Charlie Epstein is joined by Helen Gomez-Andrews and Chris Andrews to speak about their story of leaving their life in Brooklyn to chase after their goals. Charlie, Helen and Chirs speak about the event that happened in Helen and Chris’s life that made them challenge their norm, and pursue their passion to build a cannabis business. 

Helen & Chris discuss:

  • The life event that caused them to change their life perspective and go after their passion
  • What made them interested in cannabis, specifically edibles
  • How they traded their Brooklyn home for a cannabis warehouse
  • Where they see their success in three years
  • And more

Connect With Helen & Chris:

Connect With Charlie Epstein:


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23. Overcoming Entrepreneurial Hurdles as a Musician with Emmet Cohen



When you can mix your passions with entrepreneurship, great things can happen.

In this episode, Charlie Epstein is joined by jazz musician Emmet Cohen, as they talk about how Emmet’s passions and entrepreneurial spirit collided. Emmet shares his story of finding success as a mission, and how he was able to channel his passions and create a community during the COVID-19 pandemic.

Emmet discusses:

  • How he originally found his passion for music and when he discovered he could turn it into a career
  • The importance of having a mentor, and the impacts his mentor had on him
  • How the pandemic impacted his career
  • What led him to create an online community through Emmet’s Place
  • And more

Connect With Emmet Cohen:

Connect With Charlie Epstein:

About Our Guest:

Multifaceted American jazz pianist and composer Emmet Cohen is in the vanguard of his generation’s advancement of music and the related arts. A recognized prodigy, Cohen began Suzuki method piano instruction at age three, and his playing quickly became a mature melding of musicality, technique, and concept.


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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

Resources:

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.


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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

Resources:

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.


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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.

Resources:

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


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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. 

Resources:

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


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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


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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


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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