Tag Archives: finance

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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Episode 13 – A Musician Whose Passion Is Supporting Musicians – With Mike Epstein

February 10, 2021education, finance, financial, retire, retirement, Uncategorized401K, Appreciation, Booking, Charlie Epstein, Cruise Ship, education, Epstein Financial, Evolution, finance, financial, Financial Security, Jazz, Journey, Management, Music, retire, retirement, The 401K Coach, Yield of Dreamsyieldofdreamspaychecksforlife

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!

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Episode 12 – From New Orleans to the Rest of the World – With Guest Delfeayo Marsalis

January 20, 2021education, finance, financial, retire, retirement, Uncategorized401K, Appreciation, Charlie Epstein, education, Epstein Financial, finance, financial, Financial Security, Jazz, Journey, Music, retire, retirement, The 401K Coach, Trombonist Family, Yield of Dreamsyieldofdreamspaychecksforlife

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!

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

January 6, 2021education, finance, financial, retire, retirement, Uncategorized401K, Army, Charlie Epstein, education, Epstein Financial, Faith, Fear, finance, financial, Journey, Music, Nick Nanton, retire, retirement, Survivor's Guilt, The 401K Coach, Yield of Dreamsyieldofdreamspaychecksforlife

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

December 23, 2020education, finance, financial, retire, retirement, Uncategorized401K, Charlie Epstein, education, Epstein Financial, finance, financial, Nick Nanton, retire, retirement, The 401K Coach, Yield of Dreamsyieldofdreamspaychecksforlife

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?

December 9, 2020education, finance, financial, retire, retirement, Uncategorized401K, Charlie Epstein, education, Epstein Financial, finance, financial, MasterClass, Remi Adeleke, retire, retirement, The 401K Coach, Yield of Dreamsyieldofdreamspaychecksforlife

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

November 25, 2020education, finance, financial, retire, retirement, Uncategorized401K, Charlie Epstein, education, Epstein Financial, finance, financial, MasterClass, Remi Adeleke, retire, retirement, The 401K Coach, Yield of Dreamsyieldofdreamspaychecksforlife

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

November 12, 2020education, finance, financial, retire, retirement401K, Charlie Epstein, education, Epstein Financial, finance, financial, MasterClass, Remi Adeleke, retire, retirement, The 401K Coach, Yield of Dreamsyieldofdreamspaychecksforlife

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!

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Episode 6 – Are You Living for a Living or Living for a Passion? – With Guest James Barbour

October 28, 2020education, finance, financial, retire, retirement, Uncategorized401K, Charlie Epstein, education, Epstein Financial, finance, financial, podcast, retire, retirement, The 401K Coach, Yield of Dreamsyieldofdreamspaychecksforlife

While most people make a living out of their jobs, how many are actually living for their passions?

In this episode, Charlie Epstein speaks with Broadway actor James Barbour as James explains what it takes to pursue your dreams, and how to make it happen.

In this episode, you will learn:

How James Barbour got his start in performing
Different ways that James adds marketing and branding tools to this acting career
How James’s book helps artists “survive” in the industry
And more!

Tune in as James explains the future of the artistic field while drawing on his personal experience.

Resources: Charlie Epstein | Epstein Financial Services | James Barbour | The Artists Survival Guide: What They Didn’t Teach You In School | YouTube

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Episode 5 – Will You Really Be In a Lower Tax Bracket When You Retire?

October 14, 2020education, finance, financial, retire, retirement, Uncategorized401K, Charlie Epstein, education, Epstein Financial, finance, financial, podcast, retire, retirement, The 401K Coach, Yield of Dreamsyieldofdreamspaychecksforlife

There’s an age-old myth that suggests that you’ll be in a lower tax bracket when you retire, but is that really true? How can you save money in taxes after you retire?

In part four of this mini-series, Charlie Epstein explains “The Power of Zero” and how it can help you eliminate tax risk when it comes to your retirement planning.

In this episode, you will learn:

Why you should always consider taxes when investing
The role of the government when it comes lowering and raising taxes
What state taxes are, and how state relocation can potentially help you save money
A comparison between the old and new tax-related Congress rule
And more!

Tune in as Charlie teaches you his technique for 10-year tax-free living!

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