Episode 73: Financial advice for artists
Hello and everyone and welcome to Speaking of the Arts!
We are changing up our content today to deliver what I hope will be a very informative and practical episode: Financial advice for artists. My guest today is Charlie Epstein.
Charlie has always been a part of two different worlds - financial advising and the theatre. As a professional actor, Charlie has performed in roles from Shakespeare to Neil Simon, as well as stand-up comedy in NYC and improv with Chicago City Limits. Charlie’s financial advising experience is nationally recognized, as you will soon hear in his bio, so I figured, who better to have on this podcast to advise artists on their finances during a global pandemic, than someone who truly understands what it takes to be a performer?
Charlie has over 40 years of professional experience in the financial services industry where he has worked with individual clients and companies of all sizes. His companies currently oversee more than 1B in assets under advisement.
Charlie is known nationally as the 401kCoach (although he points out at the beginning of our conversation he is no longer going by this title..more on that later) Charlie has 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.
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. You will hear us refer to his show Yield of Dreams, throughout our conversation and I had the pleasure of seeing it premier this past August.
I am confident our listeners will get a lot out of this episode. Charlie offers sound advice for musicians, presenters, agents, etc. or anyone who wants to gain a better understanding of how to save and invest. We talk about his 10-1-NOW Formula, the Desirement Calculator he created to help people determine what their number is to be able to fund all of the things they desire in life, and his Myths of Money deck of cards.
If you would like to set up a free consultation with Charlie and his company feel free to call his office at 413-224-3606 or click this link here to submit an email.
Thank for listening everyone and now please enjoy my conversation with Charlie Epstein.