Charlie Epstein

Charlie Epstein

America's 401k Coach, is on a mission to 
Kill Retirement!

With 35 years of "in the trenches" financial service industry experience and the author of two successful books about retirement, Charlie believes it's time to throw away antiquated notions about retirement and create the working life of your dreams, a life you never want to "retire from!"


Meet Charlie

Learn about Charlie's innovative, entrepreneurial life, his creative approach to finances, and living the joyful life you've dreamed about.

Meet Charlie


Looking for someone to entertain your audience with "real life stories" about creating wealth, transforming life and achieving entrepreneurial success? Charlie is living proof that every working American can live a fully expressive and abundant life.

Media Kit


with Charlie Epstein


401kWire has named Charlie one of the Top 100 Most Influential People in the Retirement Industry along with one of the Top 300 Most Influential Retirement Plan Advisors in the U.S.

A Traditional Career Path – With a Twist

Charlie grew up in a musically creative and entrepreneurial household. As a young man, he was inspired by his successful grandfathers: one traditionally successful in business, the other, successful in the performing arts. Early in his career, Charlie longed to combine these two powerful legacies. He began taking summers off to appear in "live" theatre- performing in plays from Neil Simon to Shakespeare! He became a Professional Stage Actor (His stage name: Charles Burtaine), hired a commercial agent and even did stand-up and improv in NYC. Each year Charlie took as much as 3-5 months off from the financial world to pursue his theatrical passions. During those times his financial business and income grew- 10X faster and easier than when he spent 100% of his time in business!! This experience laid the foundation for the powerful ideas, theories and processes Charlie will share with you, all grounded in his Passionate first-hand belief that, "...following one's heart and inner voice will lead you to Financial freedom, success and a life worth living..."

An Early Adopter of Profound Entrepreneurial Financial Principles

Charlie believes the cornerstone of creating success with your finances and your life, is to act like an entrepreneur! Eliminating an "entitlement mentality" and taking control of your life's choices and personal finances are the first steps to igniting and aligning your passions with your finances. Charlie's unique Family CFO Process helps you create A Bigger Future and "Paychecks for Life" to pay for all the things you desire to do with your life.

Charlie Utilizes Tools & Technology of Performance 
to Reach His Large Audience

As an entertaining national speaker and sought-after thought leader in the financial world, Charlie regularly shares His knowledge with other financial advisors and leaders through his 401k Coach Programs.

He has trained over 4,000 advisors nationally. Currently, his thinking, best practices, and financial wisdom is received by over 100,000 Followers.

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Charlie's podcast Killing Retirement is turning the current notion of what it means to retire upside-down! Taking an abundant and holistic approach to this important stage in our lives, Charlie interviews experts in longevity, health, wellness, happiness, mind-body-awareness, work, and finance. Charlie explores how to live your life grounded in an abundant mentality. He teaches you how to do what engages and inspires you, generates the greatest joy, fuels your passions and creates the greatest impact and significance in your life and the world around you.

Listen to the Podcast

Charlie has been a main stage and keynote speaker for the MDRT, Top of The Table, ASPA/NAPA, major financial institutions from Empower Retirement, Mass Mutual, Lincoln Financial, Nationwide, Mutual of Omaha, &Voya. He has contributed many articles for industry publications, ASPA Journal, NAPA Net, FPA Magazine, BenefitsPro, Advisor4Advisor, and Retirement Plan Magazine.