Middle Class Millionaire: Advisor Conversations with John Choi, CFP®
John ChoiThe 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 Mi... more
| Publishes | Twice monthly | Episodes | 43 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsBusiness NewsInvestingBusiness | |||
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Latest Episodes
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 ... more
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 a... more
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 s... 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 afte... more
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Can’t wait to learn more from you! US education has done our students a disservice when it comes to financial literacy. Thanks for filling the gaps!
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Apple Podcasts | #231 | United States/Business/Investing |
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| Listeners per Episode | Gender Skew | Location | |||
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1. Kitces and Carl - Real Talk for Real Financial Advisors
2. Barron's Advisor
3. The Perfect RIA
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. The Long View
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this podcast launched 3 years ago and published 43 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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