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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.

About
- Our Company
- Disclosures
Family CFO
Corporate 401K
Insurance
Paychecks for Life
Yield of Dreams

Myth 1: Owning A Home Is A Good Investment
Myth 2: You'll Be In A Lower Tax Bracket When You Retire
Myth 3: Pay Off Your Mortgage To Be Debt Free In Desired Years
Myth 4: In The Desirement Years, You Must Stop Working To Be Happy
Myth 5: Buying A Home Is Better Than Renting
Myth 6: Banks Are The Best Place For Your "Safe" Money
Myth 7: You Should Take Social Security On Your 62nd Birthday
Myth 8: Paying By Cash Is The Best
Myth 9: Getting Money Back On Your Taxes Each Year Is A Good "Return" On Investment
Myth 10: You Should Pay Off All Your Debt Before You Retire
Myth 11: If You Are Short On Cash You Can Always Take A Loan On Your 401(k)
Myth 12: You Can't Make A Difference In Your Financial Future After Age 50
Myth 13: Stocks Make You Rich And Bonds Keep You Rich
Myth 14: You Have To Be Rich To Invest