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

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

Por: John Choi
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.
45 episodios disponibles

Latest episodes of the podcast Middle Class Millionaire: Advisor Conversations with John Choi, CFP®

Where The Industry Is Headed 20/11/2025
What If You Fall Short of Your Retirement Savings Goal? 30/10/2025
The Hidden Medicare Penalty You Might Be Paying 16/10/2025
Lessons from a Young CFP: Taxes, Retirement, and Client Care 02/10/2025
How The CFP® Desigination Effected My Practice (Part 1) 09/01/2025
End of Year Planning, Changes To The Podcast & More! 05/12/2024
Mistakes When Choosing A Financial Advisor 30/05/2024
Retirement Questions That Every Generation Is Asking: Millennials 16/05/2024
Your Financial Wellness Check-Up 18/04/2024
Retirement Questions That Every Generation Is Asking: Generation X 04/04/2024
Retirement Questions That Every Generation Is Asking: Baby Boomers 21/03/2024
How Is Technology Redefining Retirement Planning? 07/03/2024
Let's Talk About Procrastination, Side Hustles & Rental Property 29/02/2024
Is Retirement Planning Harder Than It Used To Be? 15/02/2024
Are Your Good Money Habits Holding You Back? (Part 2) 25/01/2024
Are Your Good Money Habits Holding You Back? (Part 1) 11/01/2024
Patience Pays: The Power of Delayed Gratification 21/12/2023
Financial Tweaks That Matter: Small Steps, Big Impact (Part 2) 07/12/2023
Financial Tweaks That Matter: Small Steps, Big Impact (Part 1) 21/11/2023
Money Mistakes You'll Regret and How to Avoid Them 26/10/2023
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