Corporate Talk - The 401k Coach Program

Corporate Talk with Charlie Lobosco and Eva Lewandowski with guest Charlie Epstein

Charlie Epstein has 32 years of professional experience in the financial services industry providing corporate retirement plan consulting, wealth management and financial planning for individuals. He is nationally recognized as The 401k Coach and has coached over 2,500 other financial professionals on their unique value and best practices, significantly impacting the industry and facilitating successful outcomes for plan sponsors and participants across the country. He has been named by 401kWire as a Top 100 Most Influential Person in the Retirement Industry. Charlie's first book, Paychecks for Life: How to Turn your 401(k) into a Paycheck Manufacturing Company, has sold over 5,000 copies in its first year. Paychecks for Life and its Nine Principles are solely focused on teaching Americans how to maximize the 401(k) mechanism to adequately save for retirement with a practical and systematic approach, without getting lost in all the technical jargon. Charlie has invented a uniquely creative way to get his Paychecks for Life message across. Principle #2 in his book: Determine your Desirement Mortgage, takes you through the process of ac