Tag Archives: 401K


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


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 


Episode 1 – Get to Know Charlie Epstein

Welcome to the inaugural episode of Yield of Dreams – Paychecks for Life with Charlie Epstein!

In this episode, get to know Charlie as he discusses the evolution of his life as a performer and financial professional. Charlie speaks about Epstein Financial Services and ultimately, teaches people how to ease their pain and suffering about money. 

In this episode, you will learn:

    • How Charlie’s background influenced him as a financial professional
    • The business philosophy at Epstein Financial Services 
    • How Charlie views the term “retirement”
    • Charlie’s role as a 401(k) coach
    • And more!

Tune in as Charlie explains how he can help you balance your finances and dreams so that you can earn a paycheck for life!

Resources: Epstein Financial | Charlie Epstein | cdepstein@the401kcoach.com