Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
By John Choi
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Category: Investing
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Episodes: 45
Description
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.
| Episode | Date |
|---|---|
|
Where The Industry Is Headed
|
Nov 20, 2025 |
|
What If You Fall Short of Your Retirement Savings Goal?
|
Oct 30, 2025 |
|
The Hidden Medicare Penalty You Might Be Paying
|
Oct 16, 2025 |
|
Lessons from a Young CFP: Taxes, Retirement, and Client Care
|
Oct 02, 2025 |
|
How The CFP® Desigination Effected My Practice (Part 1)
|
Jan 09, 2025 |
|
End of Year Planning, Changes To The Podcast & More!
|
Dec 05, 2024 |
|
Mistakes When Choosing A Financial Advisor
|
May 30, 2024 |
|
Retirement Questions That Every Generation Is Asking: Millennials
|
May 16, 2024 |
|
Your Financial Wellness Check-Up
|
Apr 18, 2024 |
|
Retirement Questions That Every Generation Is Asking: Generation X
|
Apr 04, 2024 |
|
Retirement Questions That Every Generation Is Asking: Baby Boomers
|
Mar 21, 2024 |
|
How Is Technology Redefining Retirement Planning?
|
Mar 07, 2024 |
|
Let's Talk About Procrastination, Side Hustles & Rental Property
|
Feb 29, 2024 |
|
Is Retirement Planning Harder Than It Used To Be?
|
Feb 15, 2024 |
|
Are Your Good Money Habits Holding You Back? (Part 2)
|
Jan 25, 2024 |
|
Are Your Good Money Habits Holding You Back? (Part 1)
|
Jan 11, 2024 |
|
Patience Pays: The Power of Delayed Gratification
|
Dec 21, 2023 |
|
Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)
|
Dec 07, 2023 |
|
Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)
|
Nov 21, 2023 |
|
Money Mistakes You'll Regret and How to Avoid Them
|
Oct 26, 2023 |
|
Retirement Planning for High-Net-Worth Individuals
|
Oct 12, 2023 |
|
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
|
Sep 28, 2023 |
|
Are There Universal Retirement Truths?
|
Sep 14, 2023 |
|
Building An Estate Plan With No Regrets
|
Aug 31, 2023 |
|
Breaking Up is Hard to Do: Navigating the Transition to a New Financial Advisor
|
Aug 17, 2023 |
|
Spotting Problematic Personalities of Rogue Advisors
|
Jul 27, 2023 |
|
Mastering Retirement Cash Flow: Understanding Income
|
Jul 13, 2023 |
|
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
|
Jun 29, 2023 |
|
What is Financial Planning (Part 2)
|
Jun 15, 2023 |
|
What is Financial Planning? (Part 1)
|
May 18, 2023 |
|
Ep 15: The Alphabet Soup Of Financial Designations
|
May 04, 2023 |
|
Ep 14: The Value Of An Advisor
|
Apr 20, 2023 |
|
Ep 13: Roths: Contributions, Conversations & Backdoors
|
Mar 23, 2023 |
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Ep 12: Fore Your Retirement: What Golf Teaches Us About Financial Planning
|
Mar 09, 2023 |
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Ep 11: Alternative Investments: Ignore? Or Jump All Over Them?
|
Feb 23, 2023 |
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Ep 10: Long Term Care: What Is The Future Of LTC?
|
Feb 09, 2023 |
|
Ep 9: Most Common Retirement Planning Questions About Taxes
|
Jan 26, 2023 |
|
Ep 8: Secure Act 2.0
|
Jan 12, 2023 |
|
Ep 7: What You Should Know About Social Security
|
Dec 21, 2022 |
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Ep 6: Top 401(k) Tips You Need To Know
|
Dec 08, 2022 |
|
Ep 5: Annuities: What You Really Need to Know
|
Nov 17, 2022 |
|
Ep 4: Level Up Your Financial Knowledge: Stock Market Topics To Know
|
Nov 03, 2022 |
|
Ep 3: Investment Planning and Risk Tolerance
|
Oct 27, 2022 |
|
Ep 2: Income Planning Strategies for Pre-Retirees
|
Oct 20, 2022 |
|
Ep 1: Get To Know John Choi & The Middle Class Millionaire Podcast
|
Oct 10, 2022 |