Helping Advisors Work With Senior Clients

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/ [https://www.johnchoi.net/] Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2 [https://bit.ly/3CNltG2]

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/ [https://www.johnchoi.net/] Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2 [https://bit.ly/3CNltG2]

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/ [https://www.johnchoi.net/] Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2 [https://bit.ly/3CNltG2]

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/ [https://www.johnchoi.net/] Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2 [https://bit.ly/3CNltG2]

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/ [https://www.johnchoi.net/] Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2 [https://bit.ly/3CNltG2]