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 • 44 episodes
Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
Latest Episodes
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
Lessons from a Young CFP: Taxes, Retirement, and Client Care
What does it take to build a successful financial planning career in today’s world? In this episode, CFP® professional Tori Ten Hagen shares her journey from starting in the industry during COVID to building a client-focused practice in Dallas....
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15:12
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, ...
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34:14
