About Charlie
“I’m on a quest to kill retirement. Why wait until you're 65 to start living the life you envision today?”
As both an "entrepre-trainer and entertain-eur," Charlie has simultaneously straddled both worlds and successfully achieved his dreams. In all of his ventures, Charlie inspires individuals to live life with wonderment, joy, laughter and play; to pursue their dreams and achieve the success that comes with living a life you love.
Charlie has more than 40 years of experience in the financial service industry. He is Vice President of Wealth and Retirement at HUB Retirement and Wealth Management, his companies provide 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" and joyfully reach their "desirement" years.
The Charlie Epstein Universe
Charlie's best resource to help you on your journey to financial freedom.
Watch Charlie's One-Man Show:
Yield of Dreams Live
Learn the biggest lessons I've learned over the past 4 decades in 72 life-changing minutes.
Maximize Your Time, Income and Freedom For Life
Eliminate your greatest financial dangers, focus on your best opportunities, and enhance your existing strengths to help you create greater freedom to achieve your life's biggest goals and passions.
FREE DOWNLOAD
Money Myth #1:
“My home mortgage needs to be paid off when I retire to be happy.”
In my new one Man Show "Yield of Dreams" I identify 15 Myths People Have about Their Money. A Myth is "a false belief you have about a subject matter…" My Dad had this belief. When he retired at Age 68, he moved to Florida to build the house of his dreams on the golf course of his dreams for $500,000. He was going to pay cash. I told him to take out a mortgage for 30 years instead. "For 30 years, he screamed, "I'll be dead before it’s paid off." To which I said, "What do you care you’ll be dead."
- Learn why your home is where you live – and often is NOT a "great investment".
- Learn how to use OPM (other people's money) to get greater returns on your capital
- Learn how the homeowner tax break can make your mortgage payment less than you think it is.
