023: Achieving the Yield of Dreams with Charlie Epstein

The Lifestyle Investor - Investing, Passive Income, Wealth

Today, I’m talking to Charlie Epstein. Charlie is the Desirement Coach and the author of Paychecks for Life and Save America, Save! He’s coached over 10,000 financial advisors around the country and helped thousands of working Americans create paychecks for life, ensuring they can do all the things they desire to do.

He’s on a mission to make the word retirement disappear. He aspires to change the mindset of working Americans so that they do all of the things they desire to do today - not sometime in the future.

In our conversation, Charlie and I talk about how he caught the entrepreneurial bug as a child, how lifestyle investors can “bend time,” and the unique storytelling tools he’s created to help people achieve their financial goals in the present.

Key Takeaways

• What Charlie learned from his entrepreneur father and opera singer mother.
• What it means to have a sense of divine discontent.
• Why Charlie found jumping into the life insurance business as a 21 year old was so much harder than being a struggling actor in New York City - and how these experiences informed his one-man show, Yield of Dreams.
• The value of doing things to crack the code, rather than just for the paycheck.
• How to understand the vig and the spread in borrowing money.
• Why Charlie disagrees with Dave Ramsey and Suze Orman about paying off all debt in favor of paying off bad debt - and ways to use Other People’s Money and Uncle Sam’s Money to grow your own.
• The coaches and mentors who have helped Charlie achieve his goals in life and in business.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit JustinDonald.com/23

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To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit JustinDonald.com/book

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