Hi, I’m Charlie Epstein and I’m a bestselling author… professional actor (more on that in a second), and financial advisor. During the past 45 years:

  • I’ve successfully built and sold two businesses.
  • I’ve been known nationally as the 401(k) Coach where I spent 15 years coaching over 10,000 advisors on how to successfully grow their practices.
  • As an author, written four books.
  • And as a financial advisor assisted thousands of individuals and entrepreneurs on how to create “Paychecks for Life” to live the life they “desire”.

But I’m not saying any of this to brag - because the truth behind my success isn’t so pretty. And I’d like to share a little bit of my journey with you.  Because if you currently feel trapped in a career, profession, or lifestyle you don’t want then what I’ve discovered may change the way you look at your life forever.

And I say that because what I’ve always wanted to be was an actor, an entertainer (How about you- what was that promise you made to yourself as a child?)

I got my first big laugh performing a comedy routine in the middle school talent show - and that was it, I was shocked and realized what my lifelong dream was.

To me, there’s never been anything better than being on stage and making an audience laugh - even if I was making a total fool of myself.

But when I told my dad I wanted to be a Theatre major in college, I got the response of a lifetime- one I’ll never forget:

“Yeah, that and 50 cents will get you a cup of coffee.”

So I compromised and became an Economics major who lived in the theatre.

Little did I know that one compromise would change everything for me.

Because not too long after that… I Heard The Words That Killed My Dreams For 4 Decades

And chances are you’ve heard something similar. Because the truth is it only takes a single sentence to change the course of your life.

That’s what happened when I told my dad I was moving to New York to be a starving actor with all my acting friends.

His response?

“Seriously - what are you going to do when you graduate?”

I remember just staring back at him.


That was the moment the world came crashing down on my dreams. I have made it my mission for this to never happen to anyone else I can help.