
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.
Podcasting since 2022 • 41 episodes
Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
Latest Episodes
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, ...
•
34:14

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...
•
22:31

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 essenti...
•
15:28

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...
•
15:00
