Middle Class Millionaire: Advisor Conversations with John Choi, CFP®

Middle Class Millionaire: Advisor Conversations with John Choi, CFP®

By John Choi

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,

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Best of Middle Class Millionaire: Advisor Conversations with John Choi, CFP®

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  1. Number 1: 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/3CNltG2

    18min
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  2. Number 2: Spotting Problematic Personalities of Rogue Advisors

    Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals. But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn't the right fit for you? WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    20min
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  3. Number 3: Mastering Retirement Cash Flow: Understanding Income

    Today's episode is all about understanding the crucial role of income analysis in retirement. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow! WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    18min
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  4. Number 4: Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

    Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k). WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    20min
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  5. Number 5: What is Financial Planning (Part 2)

    What is financial planning and what value can it bring to your life? In part two of our series, we continue exploring the key components of financial planning, with a focus on taxation. Drawing inspiration from the popular board game, Trivial Pursuit, John likens financial planning to collecting puzzle pieces. Just as one needs all the different wedges to win the game, a successful financial plan requires attention to six key areas: investments, insurance, taxes, estate planning, retirement, and general principles. Join us as he explains the value of working with a financial professional who covers all aspects of financial planning, rather than just an investment-focused advisor. WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2

    25min
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How many episodes does Middle Class Millionaire: Advisor Conversations with John Choi, CFP® have?

The podcast currently has 49 episodes available.

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