Middle Class Millionaire: Advisor Conversations with John Choi, CFP® Podcast Por John Choi arte de portada

Middle Class Millionaire: Advisor Conversations with John Choi, CFP®

Middle Class Millionaire: Advisor Conversations with John Choi, CFP®

De: John Choi
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The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investments, insurance, 401(k)s, IRAs, tax planning, and so much more. Find out more at https://johnchoi.net or by calling 847-247-0850 to reach John and the Epiphany Capital team.

© 2026 Middle Class Millionaire John Choi 2023 Economía Finanzas Personales Política y Gobierno
Episodios
  • My Investments Underperformed the Market - Should I Fire My Advisor?

    My Investments Underperformed the Market - Should I Fire My Advisor?
    Apr 9 2026

    We got a great question from a listener: "My investments didn't do as well in the last 12 months as the overall market has done. Should I be re-evaluating my advisor based on this lack of performance?" It’s a question a lot of people ask at some point in their investing lives. Let’s break it down on today’s episode.

    WAYS TO CONNECT:

    Website: https://www.johnchoi.net/

    Phone: 847-247-0850

    Blog: https://bit.ly/3CNltG2
    Más Menos
    12 m
  • Helping Advisors Work With Senior Clients

    Helping Advisors Work With Senior Clients
    Mar 12 2026

    In this episode of Middle Class Millionaire, John discusses key considerations for financial advisors working with senior and elderly clients. He highlights the importance of trusted contacts, long-term care planning, and maintaining proper documentation to protect both clients and advisors. John also explains common estate planning pitfalls- such as unfunded trusts and missing documents- and how advisors can help families avoid unnecessary probate, confusion, and financial stress.

    WAYS TO CONNECT:

    Website: https://www.johnchoi.net/

    Phone: 847-247-0850

    Blog: https://bit.ly/3CNltG2
    Más Menos
    15 m
  • Financial Hot Takes Under the Microscope

    Financial Hot Takes Under the Microscope
    Feb 19 2026

    Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down.

    WAYS TO CONNECT:

    Website: https://www.johnchoi.net/

    Phone: 847-247-0850

    Blog: https://bit.ly/3CNltG2
    Más Menos
    18 m
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