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 • 47 episodes
Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
Latest Episodes
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...
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14:47
Financial Hot Takes Under the Microscope
Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down.
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17:30
Where The Industry Is Headed
In this episode of Middle Class Millionaire, John dives into how the financial advisory industry is evolving beyond traditional investment management. He discusses why true value comes from holistic financial planning- covering f...
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10:10
What If You Fall Short of Your Retirement Savings Goal?
Today’s listener question gets right to the heart of retirement planning: how much is enough? They’ve saved a lot, but not quite what they hoped. So can they still retire comfortably, or is that magic number just out of reach?
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15:03
The Hidden Medicare Penalty You Might Be Paying
Think Medicare is free once you hit 65? Not quite. If your income’s too high, there’s a hidden surcharge that can quietly shrink your Social Security check by thousands a year. It’s called IRMAA. And most people don’t see it coming. Let’s break...
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14:05
