A Traditional Career Path - 

With a Twist

Charlie Epstein’s philosophy is “Do what you love and the money will follow.” As both an “entrepre-trainer 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.

Charlie is a financial pioneer with more than 40 years of experience in the financial service industry. As the principal of Epstein Financial Services, LLC and Epstein Financial Group, LLC, 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 is known nationally as the 401kCoach, having trained more than 10,000 financial professionals 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 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.

“My ministry in life,” Charlie says, “is to ease people’s pain and suffering about their money and to show them the path they can take to achieve their dreams and aspirations.” This show

Yield of Dreams takes people on an experiential journey using humor, storytelling, animation, and gamification to engage and inspire my audience to achieve their wildest dreams.

We have even created a process we call The Desirement Planning Process to help you create the life you desire!” (Order you Desirement Planning playing cards HERE today and jump start your path to achieve your biggest dreams).

Charlie is currently developing Yield of Dreams into a book and Nick Nanton of DNA films (who has won 22 Emmys for documentary films) is making the documentary.

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