
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®
Retirement Planning for High-Net-Worth Individuals
In today's episode, we're taking a close look at high-net-worth individuals - those who have accumulated significant wealth and face unique challenges and opportunities when planning for retirement. Unlike the average person, their financial considerations go beyond the basics. We'll explore the distinct strategies and factors that come into play when securing a comfortable and prosperous retirement.
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG2