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

John Choi
  • 5.0 (6)
  • 投资
  • 两周一更
Middle Class Millionaire: Advisor Conversations with John Choi, CFP®

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.

  1. 1月9日

    How The CFP® Desigination Effected My Practice (Part 1)

    Welcome to a new season of Middle Class Millionaire! We’re excited to spend this season chatting with financial professionals and students to explore their unique perspectives, stories, and strategies for success in the industry. This episode, John sits down with two seasoned financial advisors, TJ and CB, to talk about the impact the CFP® designation has had on their practices.  WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    34 分钟

  2. 2024/12/05

    End of Year Planning, Changes To The Podcast & More!

    Year-end planning is always a smart move, so this week on Middle Class Millionaire, John shares essential checklist items to wrap up 2024 strong. Plus, we’ll give you a sneak peek at exciting podcast changes coming in 2025 and catch up with John after a brief break- don’t miss it! WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    23 分钟

  3. 2024/05/30

    Mistakes When Choosing A Financial Advisor

    Next up: uncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals. WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    15 分钟

  4. 2024/05/16

    Retirement Questions That Every Generation Is Asking: Millennials

    Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions.  Over the next few weeks, we’ll share insights into the unique concerns that echo across different age groups. This week, we're focusing on Millennials.  WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    15 分钟

  5. 2024/04/18

    Your Financial Wellness Check-Up

    Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode. WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    17 分钟

  6. 2024/04/04

    Retirement Questions That Every Generation Is Asking: Generation X

    Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions.  Over the next few weeks, we’ll share insights into the unique concerns that echo across different age groups. This week, we're focusing on Gen Xers.  WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    16 分钟

  7. 2024/03/21

    Retirement Questions That Every Generation Is Asking: Baby Boomers

    Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. Over the next few weeks, we’ll share insights into the unique concerns that echo across different age groups. We'll kick off this mini-series by focusing on the baby boomer generation.  WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    19 分钟

  8. 2024/03/07

    How Is Technology Redefining Retirement Planning?

    Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities. WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    21 分钟
查看全部 41 集

评分及评论

5
共 5 分
6 个评分

关于

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.

信息

你可能还喜欢

若要收听包含儿童不宜内容的单集，请登录。

关注此节目的最新内容

登录或注册，以关注节目、存储单集，并获取最新更新。
选择国家或地区

非洲、中东和印度

亚太地区

欧洲

拉丁美洲和加勒比海地区

美国和加拿大