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© 2025 Epstein Financial Services all rights reserved.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC(GRP), a registered investment advisor. Insurance services offered through HUB International. Epstein Financial Services, GRP, and HUB International are separate entities from and not affiliated with LPL Financial. Epstein Financial Services is the approved name under wich LPL Financial business is conducted.

The financial progressionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licenced. No offers may be made or accepted from any resident of any other state.

Myths of Money Course

Throughout the course of this video series, there are particular strategies that the instructor references.

There is no guarantee implied by the instructor that these strategies will have a direct impact on your personal financial situation. The viewer should understand that these examples are hypothetical and do not directly translate to their specific situation, income, 401(k) plan, and taxes. The view should always seek the advice of a knowledgable financial advisor and/or an accountant when planning their retirement and matters pertaining to their personal taxes.

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