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, John sits down with two seasoned financial advisors, TJ and CB, to talk about the impact the CFP® designation has had on their practices. 

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Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

Year-end planning is always a smart move, so this week on Middle Class Millionaire, John shares essential checklist items to wrap up 2024 strong. Plus, we’ll give you a sneak peek at exciting podcast changes coming in 2025 and catch up with John after a brief break- don’t miss it!

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

Next up: uncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals.

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. 

Over the next few weeks, we’ll share insights into the unique concerns that echo across different age groups. This week, we're focusing on Millennials. 

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. 

Over the next few weeks, we’ll share insights into the unique concerns that echo across different age groups. This week, we're focusing on Gen Xers. 

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions.

Over the next few weeks, we’ll share insights into the unique concerns that echo across different age groups. We'll kick off this mini-series by focusing on the baby boomer generation. 

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities.

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

Welcome back to Middle Class Millionaire! In this week's episode, we're going to touch on a couple of different financial planning topics. Stay tuned as John and Marc chat about procrastination, the benefits of side hustles, and whether to keep, sell, or rent out a second property in retirement.

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode.

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2