Category Archives: retirement

27. Your Story Impacts Others with Ted McGrath

December 22, 2021education, finance, financial, retire, retirementCharlie Epstein, Dreams, Epstein Financial, Passions, Storytelling, Yield of Dreamsyieldofdreamspaychecksforlife

When you share your story, your true authentic story, you have the power to inspire others.

In this episode, Charlie Epstein is joined by Ted McGrath as they discuss what storytelling can do. Ted shares his story and what happened in his life to make him want to share his true authentic story, and how he uses it to empower others to do what he did.

Ted discusses:

The epiphany that inspired him to follow his true passions
How he felt called to do create his one man show
What it takes to follow through on your passions
How he uses his personal experiences to inspire others
And more

Resources:

Connect With Ted McGrath:

Connect With Charlie Epstein:

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26. Being Selfish Isn’t Always Bad With Mike Malatesta

December 8, 2021education, finance, financial, retire, retirementCharlie Epstein, Dreams, Entrepreneurship, Epstein Financial, Grit, Yield of Dreamsyieldofdreamspaychecksforlife

When you find yourself in a scenario where you feel stuck, sometimes it just takes being a little selfish to get you back to where you need to be.

In this episode, Charlie Epstein sits down with Mike Malatesta, author of Owner Shift, as they discuss Mike’s story of entrepreneurship and how he realized he needed to be a little selfish. Mike shares the journey he took to reframing his mind and how it has helped him become a successful entrepreneur.

Mike discusses:

The story which led him to reframing his mindset
The valley of uncertainty
What he noticed that made him find ways to get unstuck
How the seed of entrepreneurship was planted in him at a very young age
And more

Resources:

Connect With Mike Malatesta:

Connect With Charlie Epstein:

About Our Guest:

Mike is an entrepreneur who has helped start, grow, and sell two amazingly successful waste management companies. One sold for mid-8 figures and the other sold for low-9 figures. Mike knows how hard it is to be an entrepreneur and what a long shot it can be to achieve the success and freedom that are the entrepreneurial goal. Mike also knows what it takes to get there. Mike is a servant [and selfish] leader with a proven talent for developing exciting vision and mission initiatives, building the teamwork talent and systems necessary to realize those initiatives, and executing with a team to deliver the desired results.

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25. The World of Finance With Bill Bloom

October 20, 2021education, finance, financial, retire, retirement, UncategorizedCharlie Epstein, Epstein Financial, finance, Financial Planner, Yield of Dreamsyieldofdreamspaychecksforlife

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

July 29, 2021education, finance, financial, retire, retirement, UncategorizedCannabis, Charlie Epstein, Epstein Financial, Goals, Grit, Passions, Yield of Dreamsyieldofdreamspaychecksforlife

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

July 14, 2021education, finance, financial, retire, retirement, UncategorizedCharlie Epstein, Determination, Epstein Financial, Grit, Jazz, Jazz Music, Musician, Passions, Pianist, Yield of Dreamsyieldofdreamspaychecksforlife

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

June 30, 2021education, finance, financial, retire, retirement, UncategorizedCharlie Epstein, Disruptions, Epstein Financial, Goals, Passions, Yield of Dreamsyieldofdreamspaychecksforlife

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

June 16, 2021education, finance, financial, retire, retirement, UncategorizedCharlie Epstein, Determination, Epstein Financial, Grit, Yield of Dreamsyieldofdreamspaychecksforlife

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:

Bryan’s Podcast: Dash of Grit

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

June 2, 2021education, finance, financial, retire, retirement, UncategorizedCharlie Epstein, Content Creation, Epstein Financial, Grounded Content, MadMotion, Marion Abrams, Marketing, Marketing strategy, podcast, Podcasting, Storytelling, Strategy, Yield of Dreamsyieldofdreamspaychecksforlife

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

May 19, 2021education, finance, financial, retire, retirement, UncategorizedCharlie Epstein, Epstein Financial, Financial Advisor, Financial Myths, Yield of Dreamsyieldofdreamspaychecksforlife

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

May 5, 2021education, finance, financial, retire, retirement, UncategorizedApologies, Charlie Epstein, Clients, Eight Pillars, Epstein Financial, Graduate Project, Leadership, Learning, Skill, Stories, Trust, Yield of Dreamsyieldofdreamspaychecksforlife

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!

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