Interview with Charlie Epstein: Catching Life's Curveballs

Update: 2021-08-18

Description

In this episode of OUTCOMES, Ross talks with Charlie Epstein, owner of The 401k Coach Program and principal of Epstein Financial Services, LLC.

They discuss:
-How to address the ‘curveballs’ life throws at you, make the best of every situation, and live your best life with the right outlook, support, and financial planning
-Ross’s journey in the 401k and conference world, how the disruption of the last year affected his organization, and how that translates to the transformative nature of life.
-How, as an advisor, to be present and connect with clients on a deeper level.

Listen to Yield of Dreams

Connect with Charlie Epstein:
Website
Epstein Financial
LinkedIn
Twitter

Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter

Learn More About Advisor2X

©Advisor2X. All Rights Reserved.

Comments

In Channel

DOUBLE EPISODE: Jeff Acheson, Alex Assaley & Brett Shofner talk Wealth@wor(k) 2022

2022-09-0622:27

DOUBLE EPISODE: Talking Wealth@wor(k) with Devyn Duex, Tina Shackman, Holly Knight & Faith Teope

2022-08-2217:46

DOUBLE EPISODE: John Sullivan & Jamie Greenleaf Talk Wealth@wor(k)

2022-08-1212:31

Interview with Tom Brinker: Advising Through the Lens of Special Needs

2022-01-1928:52

Interview with Stevyn Guinnip: Health & Wellness for Financial Advisors

2022-01-0522:15

Interview with Bill Cates: Matching Your Practice with the Right Clients

2021-12-0835:34

Interview with Michael Kane: Digital Marketing Strategies for Success

2021-11-1028:04

Interview with Ed Chairvolotti: Client Care & Optimization Through Outsourcing

2021-10-2723:31

Interview with Derek Fiorenza: Retiring with Dignity & Fiorenza's Food For Friends

2021-10-1322:33

Interview with Matt Wolniewicz: The Challenges & Opportunities With Guaranteed Income

2021-09-2923:41

Interview with Mike Webb: Content Driven Client Focus

2021-09-1525:41

Interview with John Clark: New Methods of Retirement Planning

2021-09-0128:13

Interview with Charlie Epstein: Catching Life's Curveballs

2021-08-1843:03

Interview with Erin Hall: Retirement Strategies

2021-08-0421:40

Interview with David Wood: Double Your Business by Doing Less

2021-07-2126:45

Interview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm

2021-07-0729:46

Interview with Kristi Baker: Blending Technology & Human Connection

2021-06-1620:15

Interview with Mario Giganti: Personal Growth & Your Financial Future

2021-06-0928:55

Interview with Sam Mitchell: Health, Wealth and a Positive Impact

2021-06-0237:22

Interview with Todd Timmerman: Obstacles & Opportunities For Advisors Today

2021-05-2628:36

00:00

Interview with Charlie Epstein: Catching Life's Curveballs

#box-pro-ellipsis-176123228081946{-webkit-line-clamp:2;}Interview with Charlie Epstein: Catching Life's Curveballs

Interview with Charlie Epstein: Catching Life's Curveballs

Ross Marino

Interview with Charlie Epstein: Catching Life's Curveballs