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007: 401(k) Coach and Author Charlie Epstein Talks Community Building and Retirement

401kWire has named Charlie one of the Top 100 Most Influential People in the Retirement Industry and is one of the Top 300 Most Influential Retirement Plan Advisors in the U.S. Charles D. Epstein has over 35 years of professional experience in the financial services industry. As the principal of Epstein Financial Group, LLC and Epstein Financial Services, a Registered Investment Advisory firm, he provides corporate retirement plan consulting, wealth management and comprehensive financial planning services to business owners, professionals, plan participants, individuals, and families. In 2002, Charlie established The 401k Coach® Program, which offers financial professionals a unique environment for networking, exchanging ideas, and learning to efficiently manage this ever-changing industry through training, skill development, implementing systems and processes necessary to excel in the 401(k) industry. Nationally, over 10,000 financial professionals have participated in Charlie’s 401k Coach Programs. He is author of Paychecks for Life and Save America, Save. His latest venture is a podcast called “Killing Retirement” where he explores how to live life grounded in an abundant mentality.

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Welcome to Upside: The Business Growth Podcast, a podcast for entrepreneurs and leaders focused on finding the biggest possible upside in business, and in life. Every week on Thursdays we'll feature interviews with leading entrepreneurs, leaders, business growth strategists and other experts to help you on your journey to business and personal growth. Upside is hosted by entrepreneur, speaker and bestselling author Rusty Shelton and sponsored by ForbesBooks and Advantage Media Group.

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