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Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
Middle Class Millionaire: Advisor Conversations with John Choi, CFP® episodes
- The Rules Change in Retirement. Here's What That Actually Means.
We heard from a listener who has managed their own money for years and done well. So why would they need an advisor now that retirement is around the corner?
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG218 min - My Investments Underperformed the Market - Should I Fire My Advisor?
We got a great question from a listener: "My investments didn't do as well in the last 12 months as the overall market has done. Should I be re-evaluating my advisor based on this lack of performance?" It’s a question a lot of people ask at some point in their investing lives. Let’s break it down on today’s episode.
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG212 min - 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 proper documentation to protect both clients and advisors. John also explains common estate planning pitfalls- such as unfunded trusts and missing documents- and how advisors can help families avoid unnecessary probate, confusion, and financial stress.
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG215 min - 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.
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG218 min - 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 foundational principles, insurance, investing, tax, retirement, and estate planning- and how advisors can better serve clients in every area of their financial lives. John also previews a multi-part series, breaking down each pillar of financial planning and sharing practical strategies to help both advisors and clients thrive.
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG211 min - 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?
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG216 min - 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 down who’s impacted and how to avoid it.
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG215 min - 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. She and John talk about the challenges new advisors face, why tax and retirement planning dominate client conversations, and the best practices that make planning more holistic and meaningful.
Connect With Tori: https://www.linkedin.com/in/tori-ten-hagen-cfp%C2%AE-02a56544/
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG216 min - 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, John sits down with two seasoned financial advisors, TJ and CB, to talk about the impact the CFP® designation has had on their practices.
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG235 min - End of Year Planning, Changes To The Podcast & More!
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/3CNltG223 min
About Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
From the publisher's feed
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.
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