DiscoverHow'd It Happen PodcastCharlie Epstein, Creating a Life of Desirement with a Yield of Dreams (#235)
Charlie Epstein, Creating a Life of Desirement with a Yield of Dreams (#235)

Charlie Epstein, Creating a Life of Desirement with a Yield of Dreams (#235)

Update: 2022-01-10
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This episode is going to be another insightful and value-filled one with Entrepreneur and Entertainer, Charlie Epstein who’s got the best of both worlds as an entrepre-tainer. Today we talk about how it really did happen for Charlie both in business and on the stage. From growing up with an actress mother and a businessman father to starting his own business and doing what he loves most: acting.

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.

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.

Charlie Epstein’s philosophy is “Do what you love and the money will follow.” As both an “entrepre-tainer and entertain-eur,” Charlie has simultaneously straddled both worlds and successfully achieved his dreams. He brings the same passion and innovation to his work as a financial advisor, professional actor, and bestselling author. In all of his ventures, Charlie inspires individuals to live life with an infectious spirit bound freedom for wonderment, joy, laughter, and play; to pursue their dreams and achieve the success that comes with living a life you love.

Reach out to Charlie at:
Website: https://yieldofdreams.live/
LinkedIn: https://www.linkedin.com/in/the401kcoach/
FB: https://www.facebook.com/The401kCoach
YT: https://www.youtube.com/channel/UCFsQxs4aTDRxKj2r5PLe9jg

Show notes:
[3:31 ] How’d it happen for Charlie
[9:48 ] Did he grow up working in the business?
[11:27 ] Charlie’s life in college
[15:47 ] What does he collect?
[17:23 ] Starting his business and getting a mentor
[22:43 ] Charlie’s biggest lesson in business
[31:07 ] What’s in his DNA
[34:36 ] On selling his company
[38:48 ] On his one-man show
[48:07 ] Find out more about Charlie and his show
[51:15 ] Outro

Check the accompanying blog post of this episode at:
https://mikemalatesta.com/podcast/charlie-epstein-creating-a-life-of-desirement-with-a-yield-of-dreams-235/

If you like this episode and want to be the first to know when new ones are released? Make sure you subscribe! Also, a review will be much appreciated, so make sure you give us a 5-star (or whatever one makes the most sense to you).

Connect with Mike:
Website:
https://mikemalatesta.com/
LinkedIn:
https://www.linkedin.com/in/mikemalatesta/

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Charlie Epstein, Creating a Life of Desirement with a Yield of Dreams (#235)

Charlie Epstein, Creating a Life of Desirement with a Yield of Dreams (#235)

Mike Malatesta