Tag Archives: Epstein Financial

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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


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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 


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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


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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


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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


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Episode 11 – From War Settings To Country Music Stages – With Guest Keni Thomas



Keni Thomas is an American country music singer, author, speaker and former United States Army Ranger.

In this episode, Charlie Epstein is joined by Keni Thomas. Keni reviews and reflects on his journey as an army veteran, and as an author and speaker, explaining how his passion and purpose lead him to the American country music industry.

In this episode, you will learn:

  • Keni’s experience in the Battle of Mogadishu
  • Why Keni refers to the army as a “family business” 
  • The three potential choices one can make when looking to solve a problem 
  • How Keni overcame his “survivor’s guilt” 
  • How Keni broke into the music industry 
  • Charlie and Keni’s take on fear and faith  
  • And more!

Tune in to discover more about Keni’s journey from the army to the music industry!

Resources: Charlie Epstein | Epstein Financial | Keni Thomas  


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Episode 10 – Getting To Know Nick Nanton – With Guest Nick Nanton



Nick Nanton is an Emmy® award winning director, a best-selling author and a celebrated keynote speaker who helps entrepreneurs, thought leaders and businesses share their message and mission with the world through media. 

In this episode, Charlie Epstein speaks with Nick Nanton to review and reflect on his journey as a documentary filmmaker while discussing how his passion shaped him as the person he is today.  

In this episode, you will learn:

  • How Nick got into the branding and film documentary industry 
  • Charlie’s and Nick’s takes on getting paid to learn 
  • The better the guest, the better you become: What Nick learned from interviews 
  • What branding means to Nick 
  • Nick’s insight on working with a team in the creative and artistic industry 
  • And more!

Tune in and discover more about Nick’s personal and professional life!

Resources: Charlie Epstein | 413-478-8580 | Epstein Financial | Nick Nanton 

 


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Episode 9 – Is Borrowing Money From Your 401(k) A Good Idea?



For many, a common thought is that it’s a good idea to borrow money against your 401(k) if you are short on liquid income. But is this really the best idea for your future self?

In part five of this mini-series, Charlie debunks the myth that you should take money out of your 401(k) before your desirement years. 

In this episode you will learn:

  • Why it’s not a great idea to take a loan on your 401(k) before you retire
  • The difference between a loan provision vs. hardship distribution withdrawal
  • Alternatives to reduce expenses or create more liquid income
  • How taxes play into the 401(k) loan conversation
  • And more!

Tune in as Charlie reveals everything behind the myth that suggests you should borrow money from your 401(k)!

Resources: Charlie Epstein | Epstein Financial | (413) 224-3606


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Episode 8 – The Journey of a Self-Made Jazz Pianist – With Guest Fred Hersch



Vanity Fair proclaimed that Fred Hersch is the most arrestingly innovative pianist in jazz over the last decade.

In this episode of Yield of Dreams, Charlie Epstein is joined by 15 time Grammy nominee Fred Hersch, as Fred reviews and reflects on his journey as a musician, and discusses how his passion shaped him as the person he is today.  

In this episode, you will learn:

  • How Fred produced a solo jazz album from home 
  • Fred’s thoughts on practicing versus discovering and experimenting with music 
  • How jazz can be a personality-builder tool 
  • Charlie and Fred’s take on the idea of “waiting for the perfect time” 
  • And more!

Tune in as jazz musician Fred Hersch reveals how courage, confidence, capabilities, and persistence shaped his career! 

Resources: Charlie Epstein | Epstein Financial | Fred Hersch | Connect with Fred Hersch


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Episode 7 – Turning Adversity into Success – With Guest Remi Adeleke



Nigeria-born and Bronx-raised Remi Adeleke has experienced all of the good and the bad that life has to offer. He’s a pastor, actor, model, speaker, writer, and Navy SEAL, but he also experienced great loss early in his life.

In this episode, Charlie speaks with guest Remi Adeleke as Remi shares his life experiences, and explains how his book “Transformed” details his life journey from his start as African royalty to his young life in The Bronx, New York.  

In this episode, you will learn:

  • The wake-up call that made Remi turn to life as a Navy SEAL
  • The importance of having a father figure and how Remi found his in hip hop 
  • Who Remi’s mentors are and why he refers to them as “angels”
  • Remi’s insight about writing for books, movies, and TV shows 
  • Why Remi feels it is important for education to never stop
  • And more!

Tune in as Remi Adeleke reflects on the adversity he experienced and how it served him to build a successful life!

Resources: Charlie Epstein | Epstein Financial | Transformed: A Navy SEAL’s Unlikely Journey from the Throne of Africa, to the Streets of the Bronx, to Defying All Odds | Remi Adeleke LinkedIn | Remi Adeleke Instagram | Remi Adeleke Twitter | Remi Adeleke Facebook | MasterClass