Most of us reach a crossroads in our life and then feel the need to choose one path to follow or the other. Not for today’s guest, though! In today’s episode, host Bill Bloom sits down with Performer and Financial Professional Charlie Epstein to talk about his journey and evolution in life doing business and performance and creating a one-person show where he can be both.
Charlie is a financial pioneer with more than 40 years of experience in the financial service industry. As the Vice President of Wealth and Retirement HUB International, formerly Epstein Financial Services, his companies oversee more than a billion dollars in assets under advisement. The company provides corporate retirement plan consulting, fee-for-service financial planning, and comprehensive wealth management for entrepreneurs, medical professionals, and individuals looking to create “paychecks for life” to pay for everything they desire to achieve in life.
Charlie was known nationally as the 401k Coach, having trained more than 10,000 financial professionals on how to best serve the needs of their clients. He is the bestselling author of Paychecks for Life: How to Turn Your 401k Into a Paycheck Manufacturing Company and Save America, Save! The Secrets of A Successful Retirement Plan.
As a professional actor, Charlie has performed in roles from Shakespeare to Neil Simon, as well as a stand-up in NYC and improv with Chicago City Limits. Most recently, Charlie has combined his acting and financial talents in the creation of a new one-man show called Yield of Dreams-Paychecks for Life. Working with a team of professional comedians, Charlie has created a “Financial Theatre” experience designed to “make money funny” while illuminating the 15 Myths of Money that inhibit people’s ability to achieve financial independence and live the life they’ve always dreamed of.
Reach Charlie at:
LinkedIn: https://www.linkedin.com/in/the401kcoach/
Web: https://yieldofdreams.live/
Listen to his podcast, Yield of Dreams: Paychecks for Life: https://podcasts.apple.com/us/podcast/yield-of-dreams-paychecks-for-life/id1528330664
Show notes:
[2:25] On Charlie’s love for performing
[4:56] What it was like growing up in an entrepreneurial world
[8:12] How he started his career
[11:36] Being the cold-calling king
[16:30] Looking back to the first three years
[23:08] On still working with his first clients today
[26:29] His favorite part of his journey
[34:30] The transformation that everything he did make in his life
[41:55] Where to find Charlie?
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/page/bNJ87
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfinancial/
FB: https://www.facebook.com/retireasyoudesirepodcast
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
