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Myths of Money Courses Menu

Welcome to the Myths of Money Course!

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© 2023 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
    • Fiduciary Compliance Support & Assessment
    • Participant Education Process
    • Desirement Mortgage Calculator
    • Resources
  • Insurance
  • Myths of Money
    • Myths of Money Course
    • SCORECARD
    • Kolbe Test
  • Paychecks for Life
  • Yield of Dreams
    • Segments
  • 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