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.
Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
Latest Episodes
The Rules Change in Retirement. Here's What That Actually Means.
We heard from a listener who has managed their own money for years and done well. So why would they need an advisor now that retirement is around the corner?
My Investments Underperformed the Market - Should I Fire My Advisor?
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 som...
Helping Advisors Work With Senior Clients
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 p...
