최고 Jae Oh Cfp Author 팟캐스트 (2024)

1
Now You Know | Bond Buyers Wanted 33:15

1y ago33:15

33:15

Market Glue Falls Apart All At Once I left breadcrumbs for you, the entire time. These can all be found on this newsletter, and now sit on gh2benefits.com. Stronger Dollar Sounds Great, But May Not Be September Is “Suddenly” Nasty Theory Alone Does Not Pay Bills Mr. Market Has Given Many People A Gift Take A Wild Guess What I’ll Say r is now not on…

1
Good Debt, Bad Debt 55:17

1y ago55:17

55:17

Good Debt, Bad Debt In This Broadcast:1. **Interest Rates and Debt Dynamics:** Rising interest rates significantly impact debt, from personal loans to national debt. Understanding the relationship between interest rates and debt is crucial for making informed financial decisions.2. **Bond Market Volatility:** The bond market, which includes both in…

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Special Guest: Anne Lester, fmr Portfolio Manager, JP Morgan 1:08:10

1y ago1:08:10

1:08:10

The Benefits of Target Date Funds - A Guide to Retirement Investing Information about Anne can be found online: https://annelester.com3 Bullet Points with Takeaways- Target date funds are an effective retirement investment option, especially for those who prefer a hands-off approach to managing their portfolios.- These funds follow a "glide path" t…

1
Callers Get It Wrong | I Provide Corrective Information 31:25

1+ y ago31:25

31:25

Callers Get It Wrong | Medicaid & MedicareCommon Misunderstandings About Medicaid & Medicare | I Answered Callers LiveIn This Video:- There have been changes in the Medicare and Medicaid world, and the book addresses these changes.- There is a process called Medicaid redetermination that is being implemented nationwide after a public health emergen…

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Estate Planning Mistakes and How to Avoid Them | Insights from Sanford Mall, JD 51:14

1+ y ago51:14

51:14

Estate Planning Mistakes and How to Avoid Them | Insights from Sanford Mall, JD Sandy and I have known each other and have worked together for years. This video features an interview with elder law attorney Sanford Mall, discussing the importance of legal documents such as trusts, wills, and medical directives. The conversation highlights the signi…

1
How To Solve Your Caregiving Crisis 28:54

1+ y ago28:54

28:54

How To Solve Your Caregiving CrisisGuest: Annalee Kruger, Founder of Care Right Inc (https://carerightinc.com)In This BroadcastIn this video, Anna Lee Kruger, the president of Care Right Inc, discusses the caregiver crisis and the importance of proactive planning for aging parents. She emphasizes the need for families to have open communication and…

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Women & Household Finance | My Interview With Kate Daniels, WARM106.9 28:54

1+ y ago28:54

28:54

Women & Finance | My Interview With Kate Daniels, WARM106.9 Introduction: In this informative conversation, Kate Daniels welcomes Jae Oh, a certified financial planner and chartered financial consultant, to discuss the complexities of retirement, Medicare, and the role of women in managing these aspects within families. Jae Oh is the author of the …

1
Guest: Robert Powell, CFP, Financial Journalism Legend 51:30

1+ y ago51:30

51:30

Guest: Robert Powell, CFP, Financial Journalism Legend Summary Bullet Points:1. Key takeaways from a retirement planning conference, emphasizing the importance of focusing on the process over the product.2. Addressing the advice gap and the need for comprehensive financial guidance for individuals with limited retirement savings.3. Highlighting the…

1
Medicare 2024 The End of Medicare Commercials? 43:23

1+ y ago43:23

43:23

Medicare Simply: Insider Updates, Book Revisions, and Expert Insights #### SummaryThis video from Jae Oh, CFP, Author of Maximize Your Medicare, discusses various topics related to financial planning, Medicare, and healthcare costs. The host explores the capabilities of ChatGPT, provides updates on Medicare communication and book revisions, shares …

1
How I'd Fix Medicare Advantage 34:01

1+ y ago34:01

34:01

How I'd Fix Medicare Advantage SummaryIn this podcast, Jae Oh discusses the complexities of Medicare Advantage and the difficulty in controlling healthcare costs due to the entanglement of stakeholders in the US healthcare system.HighlightsThe largest voting block in the US is now Millennials, not Baby Boomers.The American Association of Millennial…

1
Another Tense Weekend For The Banking System 45:18

1+ y ago45:18

45:18

Another Tense Weekend | What I'm WatchingLet's see what AI thinks of the podcast. Jae Oh discusses the serious and global ramifications of the current financial crisis, particularly with the potential failure of Credit Suisse, which could have cascading effects on other banks and investors. He also discusses the issue of mid-sized banks having risk…

1
Silicon Valley Bank And You 1:03:15

1+ y ago1:03:15

1:03:15

Silicon Valley Bank And You In This Broadcast: Introduction Silicon Valley Bank Fails: What Happened How This Can Affect Your Everyday Life How This Can Affect Your Financial Plan --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support

1
Are Medicare Brokers Acting In Your Interest? 52:13

1+ y ago52:13

52:13

Are Medicare Brokers Acting In Your Interest? The Commonwealth Fund is Best In Class, that is indisputable. Largely right, I provide further details. I said 'largely,' not completely. --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support

1
Financial Markets Stability, Medicare & Politics 1:20:17

1+ y ago1:20:17

1:20:17

Financial Markets Stability, Medicare & Politics You can watch the video versions on YouTube Medicare Video and separately, Financial Markets Stability Video 🔥 Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s PLEASE LEAVE YOUR COMMENTS AND ASK QUESTIONS! CONNECT: 🔥 Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s$$$ Free P…

1
Medigap 2023 36:13

2y ago36:13

36:13

Medigap Explained 2023 | Plans F, G & N 0:00 Introduction 2:05 Medigap coverage basics 4:15 Plan F and Plan G 7:45 Plan N 11:15 Plan N and out of pocket costs 15:04 Stress on the Medicare system 18:00 Plan G rate increases higher? 27:32 Plan N vs Medicare Advantage 29:00 Medicare Advantage 🔥 Subscribe to Jae's Corner on Substack: https://bit.ly/3u8…

1
What I Told Esquire Mag & This Great Strategy Article 26:45

2y ago26:45

26:45

What I Told Esquire Mag & This Great Strategy Article As part of the Alliance For Lifetime Income (protectedincome.org), I agreed to an interview with Esquire magazine and journalist Michael Clinton (author of Roar). Here's your secret: I consistently tell people my message on Jae's Corner. iShares 2023 Outlook. This is a must read, and here's the …

1
I Gave ChatGPT Two Personal Finance Quizzes 17:22

2y ago17:22

17:22

I Gave ChatGPT Two Personal Finance Quizzes I asked questions about: Active Indexing Medicare I wasn't overly impressed. It's good for general ideas, but on the specific details were absent or wrong. This can create problems. Hopefully, since it is AI, it will learn. 🔥 Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s PLEASE LEAVE YOUR …

1
Three Things You Need To Know | Financial Basics 1:03:28

2y ago1:03:28

1:03:28

Three Things You Need To Know | Financial Basics Every age division is having its separate issues. Here's a short list: Employment no longer lasts a lifetime The sandwich generation faces the largest risk of all Current retirees don't have time to ride out storms. This Northwestern Mutual report tells us that Gen-Z is on the ball: https://news.nort…

1
Insurance Deadlines Are Here and Year-End Planning 1:03:46

2y ago1:03:46

1:03:46

Insurance Deadlines Are Here and Year-End Planning I have told young people: time and money, these two should not be confused to be your friends. They aren't. You don't have enough when you need them the most. That's the issue. In This Podcast: Health insurance & Medicare enrollment windows are closing rapidly Thank you to those that are looking af…

1
Robert Powell (The Legend) Returns | Be My Guest 1:12:29

2y ago1:12:29

1:12:29

Robert Powell Returns | Be My Guest Special Guest: Robert Powell, Editor of Retirement Daily, thestreet.com You can see Bob's articles everywhere nationwide. He has spent over 30 years in the journalism business, as contributor to the USA Today, and now, as the Editor of Retirement Daily, part of thestreet.com. You can see his work here: https://ww…

1
Annuities Demystified | Suzanne Norman (CIMA®) 52:10

2y ago52:10

52:10

Annuities Demystified Guest Suzanne Norman, Certified Investment Management Analyst® (CIMA®) In this podcast: What Is An Annuity? Why Are Annuities So Confusing The Role Of An Advisor Suzanne can be reached here: https://suzannenorman.com What a great guest (there will be more from Suzanne soon)! PLEASE LEAVE YOUR COMMENTS AND ASK QUESTIONS! CONNEC…

1
Women's Role In Household Finance | Suzanne Norman, CIMA 48:38

2y ago48:38

48:38

Women's Role In Household Finance | Suzanne Norman, CIMA Suzanne Norman, (CIMA®) CIMA (Certified Investment Management Analyst®, has a wealth of professional experience in the male-dominated world of finance. Now, she has turned her energy into educating both enterprises and individuals. She brings her unique perspective as a woman who face the mul…

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Medicare Questions Answered | My Interview With Jean Chatzky, Alliance For Lifetime Income 54:44

2y ago54:44

54:44

Special Edition | My Interview With Jean Chatzky, Alliance For Lifetime Income Jean Chatzky is a high-profile, well-known author of many financial planning books. She is a very polished host, I was her guest on Facebook and LinkedIn. My challenge is that we will always run out of time, I have to manage the narrative within the time restraints, and …

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Medicare Enrollment Begins and Thursday's Crazy Market Moves 1:24:39

2y ago1:24:39

1:24:39

Medicare AEP Begins and Thursday's Crazy Market Moves Medicare's Annual Election Period begins October 15th. Thursday, October 13th was one for the ages, a 5% market reversal. CONNECT: 🔥 Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s$$$ Free Prescription Discount Card: https://bit.ly/3vv2gpi$$$ 2nd Free Prescription Discount Card: ht…

1
Gold: Does It Deserve Attention Now? | Guest: Stephen Flood, Goldcore 50:49

2y ago50:49

50:49

The Case For Gold In Financial Planning | Be My Guest Stephen Flood is the CEO of Goldcore, and he advocates an allocation into gold. His comments, his rationale, are here. Jae's Corner is grateful for his appearance! In This Podcast: 0:00 Introduction 5:00 What Is Going On In The UK??? 15:00 The Case For Gold 22:00 Uber-nerdy Talk About Financial …

1
Medicare Season Arrives 24:53

2y ago24:53

24:53

Medicare Season Arrives The mail will begin, en masse. Don't forget the Medicare ABC's live webinar on October 2nd, I will be able to look through plans online, in addition to the information-only session on Medicare Parts A & B, Prescription Drug benefits, Medicare Advantage, and Medigap. CONNECT: 🔥 Subscribe to Jae's Corner on Substack: https://b…

1
Medicare 2023 Preview 27:19

2y ago27:19

27:19

Medicare 2023 Preview Medicare 2023 Preview | What's Next? My interview with radio guest host Art Lewis, WSGW. We don't have a script, he doesn't accept a "list" of questions of topics, I have to just roll with it. The HUGE PLUS? Art is #1 when it comes to questions that everyday do (and should) ask. We discuss: Inflation Reduction Act Vaccination …

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Inflation Reduction Act & Jackson Hole | Big Updates 1:05:08

2y ago1:05:08

1:05:08

Inflation Reduction Act & Jackson Hole | Big Updates Inflation Reduction Act | Who Won, and Why? Medicare beneficiaries are the clear winners here. The details in this video. Even more powerful than the actual changes is the resulting stability to peoples' retirement plans. (Reuters) - Federal Reserve Chair Jerome Powell will address the annual glo…

1
Half A Million New Jobs & CPI Data Is Next 1:02:45

2y ago1:02:45

1:02:45

Half A Million New Jobs & CPI Data Is Next Video Link to this Episode: https://youtu.be/I5yzE1I__4c Topics: a. Democrats Agree Medicare b. Part D Premiums Lower in 2023 c. Jobs Runnin' Hot: CPI Up Next Annuities: https://youtu.be/rpsiic6lP6A Life Insurance as Retirement Planning Tool: https://youtu.be/i7IyBD6xBkg CONNECT: 🔥 Subscribe to Jae's Corne…

1
Obamacare Subsidies Saved? 10:20

2+ y ago10:20

10:20

Obamacare Subsidies Saved? The world changes, and you need to stay up to date. For now, this looks likely, but there are many steps to take. Even then, the question is how fast can this relief come into effect? That is up to the lawmakers and those that plan the design of Part D and MAPD plans. For the ACA, looks like an extension agreement has bee…

1
The Fed Delivers | What A Week, Now What? 54:04

2+ y ago54:04

54:04

The Fed Delivers | What A Week, Now What? Not financial advice, dyor. The Federal Reserve raised interest rates, but it's what the Chairman said that mattered. Financial markets rose dramatically, but why? The week that was (the remainder of the day is not for individuals). And a look forward. CONNECT: 🔥 Subscribe to Jae's Corner on Substack: https…

1
Wild Week Dead Ahead In Financial Markets 41:21

2+ y ago41:21

41:21

Wild Week Ahead | The Fed, GDP, & Earnings Reports In This Podcast: It is going to be a series of enormous events. a. It's been a very difficult past 12 months: Public pensions have reported terrible results b. The Federal Reserve will meet c. 1/3 of the S&P 500 will report Q2 earnings d. Mr. Market has given some people a reprieve, will it last? V…

1
Medicare Proposes Cuts To Doctors' Pay: Uh Oh 22:47

2+ y ago22:47

22:47

Medicare Proposes Cuts To Doctors' Pay: Uh Oh Pay Cut For Doctors Medicare proposes a 4.4% pay cut to doctors. That, in the age of inflation, may (or may not) have ripple effects. We will see. Possible ripple effects are explained here. a. What is a Part B Excess Charge? b. How would this affect Medigap? c. Why a lot of the information regarding Pl…

1
Recession Looms | Understanding COBRA 23:20

2+ y ago23:20

23:20

Recession Looms | Understanding COBRA Video link here: https://youtu.be/OEVAm1Ps35A My interview on thestreet.com along with my additional comments. In any interview, there are time constraints that I need to deal with, and some extra information can be very helpful. CONNECT: 🔥 Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s 📖 Book we…

1
Supreme Court And Medicare 19:43

2+ y ago19:43

19:43

Supreme Court And Medicare While the headlines out of the Supreme Court are dominated by one ruling, Medicare has been affected by two other rulings. You can see my comments on YouTube here: https://youtu.be/39jjzfZyWmc CONNECT: 🔥 Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s 📖 Book website: http://www.maximizeyourmedicare.com Free …

1
Medicare Financial Assistance | Public Service Announcement 10:29

2+ y ago10:29

10:29

Medicare Financial Assistance | Public Service Announcement Medicare Financial Assistance | Public Service Announcement New York Times article reveals a stunning fact about Medicare Savings Programs and Extra Help, financial aid to Medicare beneficiaries. Link to article: https://www.nytimes.com/2022/05/20/business/medicare-retirement-health-care.h…

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Medicare Beginner's Corner | My Interview On Nassau Community College Radio 28:51

2+ y ago28:51

28:51

Medicare Beginner's Corner | My Interview On Nassau Community College Radio Professor Jeanine Cook-Garard from the Nassau Community College Nursing Department discusses health issues concerning all of us. I liked this interview because Dr Cook-Garard has experience in knowing that all health situations are not the same, and obviously has the abilit…

1
Financial Markets Update And Financial Planning 1:15:03

2+ y ago1:15:03

1:15:03

Financial Markets Update And Financial Planning Financial markets are off to a very difficult start, to put it mildly. In This Podcast: How Market Prices Are Determined The Different Layers Involved in Financial Planning, and A Portfolio's Role Is It Too Late To Change? CONNECT: 🔥 Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s 📖 Book…

1
Medicare For Beginners | Where & How Do I Begin? 46:59

2+ y ago46:59

46:59

Medicare For Beginners | Where & How Do I Begin? In This Video: What Medicare Is Why Medicare Is Important How Medicare Works How Medicare Fits In Your Finances Thanks to LA Talk Radio for having me as a guest! CONNECT: 🔥 Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s 📖 Book website: http://www.maximizeyourmedicare.com$$$ Free Prescr…

1
Inflation Takes No Prisoners 21:34

2+ y ago21:34

21:34

Inflation, Housing, The Fed, and & Your Financial Plan At All Ages Inflation Burns I appeared on a broadcast, with Art Lewis, radio host of WSGW. He veered to my observations on the economy and inflation. It would've taken HOURS to discuss. In this video, I interjected what "I could've said, if time constraints didn't exist." Every age division, ev…

1
Money Basics: Avoid Inaccurate Definitions and Narratives 12:48

2+ y ago12:48

12:48

Money Basics: Avoid Inaccurate Definitions and Narratives Even Experts Make Big Money Mistakes | How To Avoid Poker isn't Roulette, there is heavy-duty estimation involved. For poker pros, it's second nature. It was odd, to say the least, that a poker professional discarded (mucked) the logic he has used well over a million times, studied for years…

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Medicare Questions Answered | My Latest Interview 11:57

2+ y ago11:57

11:57

Medicare Questions Answered | My Latest Interview Art Lewis WSGW radio show host, is an expert interviewer, I have appeared on his shows over two dozen times. But, whenever I appear in an interview, I always have ideas that I could've been better. So here, I divided the questions that Art asked. Then, I cut in, to comment on the question, and my an…

1
Medigap and You (2022) 12:20

2+ y ago12:20

12:20

Medigap and You (2022) Medigap is popular, for good reason. Cost-sharing means that your out-of-pocket costs are limited after you satisfy paying the Part B deductible. The coverage must stay the same over time, the only party that can cancel is you. Any healthcare provider that accepts the federal Medicare card will accept your Medigap plan. Premi…

1
Life Insurance As Retirement Planning Tool: Does It Work? 34:26

2+ y ago34:26

34:26

Life Insurance As Retirement Planning Tool Important: the video will ONLY appear on Jae's Corner, and podcast listeners get the episode first. YouTube video: https://youtu.be/i7IyBD6xBkg When people think about the phrase "life insurance," they usually think about funeral expenses. However, that is only part of the story. Indexed Universal Life can…

1
Medicare Advantage in 2022: What You Need To Know 17:57

2+ y ago17:57

17:57

Medicare Advantage in 2022: What You Need To Know Link to YouTube Video: https://youtu.be/EpB5zFSzW1Q Medicare Advantage is getting larger, and will be greater than 50% of 63MM Medicare beneficiaries. Medicare Advantage just received a 8.5% raise in funding from the current administration. There is a lot of noise, fragments of truth out in the worl…

1
Moving and Your Insurance | What You Need To Know 11:49

2+ y ago11:49

11:49

Moving? What You Need To Know It's not only the price of real estate which might be shocking. There's more, a lot more. Homeowners' Insurance Auto Insurance Health Medicare Your will / trust These are BIG items, and people aren't fully aware of the details. This can result in hidden costs, or hidden opportunities to save a lot of money. CONNECT: 🔥 …

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Welcome to the NEW Jae's Corner 1:00

2+ y ago1:00

1:00

Don't forget to subscribe to the newsletter: https://bit.ly/3u8TR8s --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support

1
March 31 Is An Important Medicare Date and Vanguard Lawsuit 23:41

2+ y ago23:41

23:41

March 31 Is An Important Medicare Date and Vanguard Lawsuit You can: a. Cancel Medicare Advantage and return to Original Medicare (you'll need to be careful, especially now). b. Change Medicare Advantage plans (must be a current Medicare Advantage policyowner) c. Change Medicare Advantage plans and select enhanced benefits packages at the new plan.…

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Individual Health Insurance | Interview With Josh Scandlen 1:50:55

3y ago1:50:55

1:50:55

Individual Health Insurance | Interview With Josh Scandlen My Interview on Josh Scandlen’s Channel We review the free quoting tool for individual health insurance. Josh knows what to ask, and how. He’s like the Pied Piper, it’s very clear why. He has the energy and enthusiasm that will appeal to many. He’s almost an OG of the book, he and I share t…

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Biden Budget Update, FEHB & My Interview on the Frankie Boyer Show 18:54

3y ago18:54

18:54

Biden Budget Update, FEHB & My Interview on the Frankie Boyer Show A LOT HAS CHANGED. 🔥 Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s Dental Vision and Hearing Are DOA (for now) Medicare Annual Election Period Ends on December 7 The least-recommended path is to wait. We have steps to complete to make sure that YOU are comfortable. C…

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