39 episodes
Middle Class Millionaire with John Choi, CFP® John Choi
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- Business
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5.0 • 4 Ratings
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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.
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Mistakes When Choosing A Financial Advisor
Send us a Text Message.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: 847-247-0850Blog: https://bit.ly/3CNltG2
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Retirement Questions That Every Generation Is Asking: Millennials
Send us a Text Message.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 Millenn...
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Your Financial Wellness Check-Up
Send us a Text Message.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: h...
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Retirement Questions That Every Generation Is Asking: Generation X
Send us a Text Message.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 Xer...
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Retirement Questions That Every Generation Is Asking: Baby Boomers
Send us a Text Message.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 focusi...
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How Is Technology Redefining Retirement Planning?
Send us a Text Message.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: 847-247-0850Blog: https://bit.ly/3CNltG2
Customer Reviews
Informative!
Can’t wait to learn more from you! US education has done our students a disservice when it comes to financial literacy. Thanks for filling the gaps!