Speaking of the Arts cover logo

Episode 73: Financial Advice for Artists

42m · Speaking of the Arts · 28 Oct 14:18

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 https://www.epsteinfinancial.com/free-book-offer.html and Save America, Save! The Secrets of A Successful Retirement Plan. https://www.epsteinfinancial.com/free-book-offer.html 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. https://yieldofdreams.live/ 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 https://www.epsteinfinancial.com/desirement-mortgage-calculator.html 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 https://www.epsteinfinancial.com/myths-of-money-workbook.html 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 https://www.epsteinfinancial.com/contact.html

The episode Episode 73: Financial Advice for Artists from the podcast Speaking of the Arts has a duration of 42:38. It was first published 28 Oct 14:18. The cover art and the content belong to their respective owners.

More episodes from Speaking of the Arts

Episode 81: Chris Mees

Welcome back to Speaking of the Arts! Today's guest is Chris Mees, founder and director of the B Natural booking agency. I've known Chris for several years now and was really looking forward to our chat. Chris is a driven, smart, successful entrepreneur who has built a respectable agency from the ground up. We were able to cover a wide range of topics in our conversation including the importance of mentors, taking risks, the challenges and opportunities associated with being an entrepreneur, and specific topics related to the agency-artist-management relationship. I hope you enjoy this conversation as much as I did. Thanks for listening.

Episode 80: Cyrille Aimee

Episode 80: Cyrille Aimee by Mike Epstein

Episode 79: James Brandon Lewis

Hello Everyone! And thank you for tuning in on this new episode of Speaking of the Arts. My name is Mackenzie and I am the Operations Manager at Epstein Fox Performances and I will be your host for today’s podcast. I am so excited to bring you guys a really special guest, critically acclaimed composer, bandleader, and most importantly Tenor Saxophonist, James Brandon Lewis. We are going to invite him into the conversation on everything music. Today’s episode we are touching on topics regarding his musical history, inspirations, Molecular Systematic Music, and of course his lovely new album, For Mahalia, With Love.

Episode 78: Magos Herrera

Hello everyone and welcome to Speaking of the Arts! My name is Marie Le Claire. I’m the east coast agent at Epstein Fox Performances and your host for today! Today, I’m excited to bring you a conversation with famed singer and one of the newest artists on the EFP roster, Magos Herrera! We discuss Magos joining the roster, her journey as a Mexican artist starting over in the US, some of her various projects and of course, her beautiful new album. You will also hear clips of the songs, "Gracias A La Vida" and “Aire" from her new album also called Aire. I hope you’ll enjoy our conversation!

Episode 77: Epstein Fox Performances

Hello and welcome to Speaking of the Arts https://www.speakingofthearts.com/ . Today we feature Epstein Fox Performances https://www.efperformances.com/ , the new booking agency I have co-founded with my partner, Michael Fox. (For more information on Michael, you can listen to Speaking of the Arts Episode 68 https://www.speakingofthearts.com/episodes/68 where I featured Michael and what was then his new agency, Fox Performances). There’s a great saying in the world of entrepreneurship: “If you want to go fast, go alone. If you want to go far, go together.” From July 2013 to August 2022, I was in the fast but alone category, running my previous agency. (OK, I wasn’t entirely alone and I need to give a shout out to Marie Le Claire who helped keep things running smoothly from the moment she signed on and whom I’ve had the pleasure of seeing evolve into one of the best agents I know). Along the way, one of my primary goals was always to build a bigger team. When I first met Michael Fox several years ago, I was impressed with both his knowledge of the industry and his passion and drive for helping artists succeed. To my credit, I actually tried to hire him a few times over the years. To his credit, he kindly passed each time! When I found out Michael started his own agency in 2020 my first thought was “Yes! This just might lead to a bigger opportunity for us to finally work together.” Fast forward to June of this past year when I called Michael and asked if he would consider becoming a partner with me so we could build a brand new agency and company together. Spoiler alert, he said yes and here we are. This episode features our new team and you will hear from Michael, myself, Marie Le Claire and Mackenzie Whitman. We talk about the mission of Epstein Fox Performances, some of the new artist projects we are excited about, how we try to offer a unique experience to the artists we work with, general advice for new and established artists, and much more. I truly believe that my career in the music industry, which celebrates 15 years this October, has been leading to this moment. Everything I’ve tried to do before now has all been R&D and I am really proud of our team and what we are building here. You can check out all of the great artists we are working with at https://www.efperformances.com. I hope you enjoy listening to our conversation.

Every Podcast » Speaking of the Arts » Episode 73: Financial Advice for Artists