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business
Hosted by John Choi · business · EN-US · 49 episodes
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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Contact path
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Booking probability
31%
Guest openness
Selective
Sign up to generate a grounded pitch for Middle Class Millionaire: Advisor Conversations with John Choi, CFP®.
Signup to Generate a PitchMiddle Class Millionaire: Advisor Conversations with John Choi, CFP® is a business podcast hosted by John Choi, with 49 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
John Choi hosts Middle Class Millionaire: Advisor Conversations with John Choi, CFP®, a business show with 49 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
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
Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
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/3CNltG2
Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
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/3CNltG2
Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
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/3CNltG2
Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
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/3CNltG2
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