Maximize Your Medicare Podcast

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The new edition (2019) of Maximize Your Medicare is available in ebook and paperback format. By nationally-recognized Medicare and Financial expert, as heard and read in media outlets nationwide (SiriusXM, Fox News Contributor, USA Today.com, thestreet.com, et al). Updates, perspectives on Medicare…

Jae Oh


    • May 19, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 29m AVG DURATION
    • 259 EPISODES


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    Latest episodes from Maximize Your Medicare Podcast

    ChatGPT Interviews Me: United HeathGroup Investigation

    Play Episode Listen Later May 19, 2025 18:58


    ChatGPT Interviews Jae Oh: United HeathGroup InvestigationUnitedHealthcare Under Federal Investigation: What Medicare Advantage Members Need to Know NowBrief DescriptionUnitedHealth Group—the largest Medicare Advantage provider—is under criminal investigation by the DOJ, potentially impacting over 35 million members. Jae Oh answers the 10 urgent questions every Medicare Advantage enrollee should be asking. No fluff. Just facts.In This Video00:00:00 DOJ vs UnitedHealth: What's Really Going On?00:01:45 Will Your Medicare Advantage Plan Be Affected?00:03:15 How Could Fines Impact Future Benefits?00:05:15 Could This Reshape Medicare Advantage Regulation?00:07:00 Can You Switch Plans Now If You're Worried?00:09:30 Who Should Still Care Even If Not With UHC?00:11:30 What Should Brokers & Agents Be Doing?00:13:15 Why Risk Coding Opened the Door to Abuse00:15:30 Is This Just the Start of More Investigations?00:17:00 What Every Medicare-Eligible Person Must Do NowSocial Media Post

    United Healthcare Under Criminal Investigation

    Play Episode Listen Later May 16, 2025 22:17


    United Healthcare Under Criminal InvestigationJae breaks down the Wall Street Journal's report that UnitedHealth Group, a giant company, the nation's largest health insurance carrier is under criminal investigation for possible Medicare Advantage fraud. From risk coding mechanics to the 50% plunge in UHG stock, learn what this means for the 35 million Americans on Medicare Advantage—and why your annual plan review has never been more critical.In This Video00:00:00 Criminal Probe Unveiled00:02:00 Medicare Advantage by the Numbers00:04:00 UHG Stock's 50% YTD Collapse00:06:00 Demystifying Health Insurance Pricing00:08:00 Risk Coding & Extra Payments Explained00:10:00 Funding Member Benefits: Dental, Vision & More00:12:00 DOJ Allegations vs. Carrier Justifications00:14:00 Your Right to Change Plans Annually00:16:00 Anticipating 2026 Plan Reshuffles00:18:00 Integrating Medicare with Financial Planning

    ChatGPT & Jae Explain: POTUS Rx Fix

    Play Episode Listen Later May 13, 2025 20:24


    ChatGPT & Jae Explain: POTUS Rx FixBrief DescriptionJae and Cass break down the explosive Most Favored Nation (MFN) executive order and its seismic threat to Big Pharma, PBMs, and the insurance industry. Learn why this isn't just price reform—it's a full-blown system shock, and why Jae saw it coming before the ink was dry.In This Video00:00:00 Cold Open – MFN Drops Like a Bomb00:00:35 Jae Predicted It – MFN Was Always the Domino00:02:15 What Most Favored Nation Pricing Actually Means00:04:00 Why the Benchmark Matters – Leveling the Global Field00:05:30 Graceful Exemption – Carveouts for the Poorest Nations00:07:00 Transfer Pricing – Cracking the Code of U.S. Drug Opacity00:09:00 MFN's Domino Effect on Employer Plans & Medicare Advantage00:11:00 PBMs in the Crosshairs – Toll Takers Face Transparency00:13:00 Insurers' Identity Crisis in a Post-MFN World00:16:00 Wall Street Panic & the Coming Industry Shakeout

    ChatGPT & Jae Discuss: Markets Recover

    Play Episode Listen Later May 4, 2025 19:30


    ChatGPT & Jae Discuss: Markets RecoverIn this electric episode of Jae's Corner, Jae and Cass dive into April's market rebound, dissect the psychological traps facing retail investors, and explain how rising yields, tariffs, and jobs data are rewriting the economic narrative. They explore what retail should do now, whether we're headed toward soft landing or market delusion, and drop real-world retirement and annuity guidance you won't get on TikTok. Stay for the truth bombs. Stay for the snark.In This Video00:00:00 Welcome Back: Jae's Corner Fires Up00:00:28 Smash the Subscribe & Why It Matters00:01:06 Markets Rebound: April Wipes Out the Losses00:03:01 Is Retail Winning or Walking Into a Trap?00:05:24 Stability Hype: When “Not Bad” Feels Bullish00:07:49 The Jobs Report and What It Really Means00:10:02 Inflation Narratives and the Tariff Illusion00:12:35 Currency Signals & the Calm Dollar Case00:14:18 Growth Worries: Where the Cracks Might Show00:17:07 What Retail Should Do Now Before the Next Storm

    POTUS Folds and Why It's Important

    Play Episode Listen Later Apr 25, 2025 43:12


    POTUS Folds and You Need to Know Why✅ Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8sWe dive into back-to-back tariff reversals in under a week, exposing how Washington's 90-day pause, funding maneuvers, and bond-dollar breakdowns are reshaping global finance. Tune in for the poker-style folding strategy you need—and stick around for cost-control tips on healthcare and retirement. Don't forget to like, subscribe, and follow Jae's Corner!In This Video00:00:00 Fault Framing & Double Reversals00:01:00 90-Day Pause & Tariff Exceptions00:03:00 Tariffs Funding Tax Cuts & Political Control00:06:00 Stocks for Show, Bonds for Dough Explained00:08:00 Bond Market & Dollar Defy Traditional Flows00:11:00 Euro's Big Figure Move: Global Alarm Bell00:16:00 Poker Decision Analogy: Folding Over Fighting00:19:00 Fed's Watchful Restraint Amid Market Tumult00:21:00 Why Elections Can't Solve This Economic Crisis00:30:00 Healthcare Costs & Retirement Realities

    Dr. Oz Is The New Head of Medicare

    Play Episode Listen Later Apr 22, 2025 20:25


    Dr. Oz Running Medicare? The Wild Truth Behind His CMS TakeoverBrief DescriptionDr. Mehmet Oz is now leading CMS. Yes, that Dr. Oz. In this episode of Jae's Corner, Jae and Cass break down the surreal appointment, fact-check the fraud claims, decode the political spin, and explain what it really means for Medicare beneficiaries. Cass goes full myth-busting mode—snark included.In This Podcast00:00:00 Dr. Oz Appointed to CMS—What Just Happened?00:01:42 Analyzing the “Stop the Bleeding” Soundbite00:03:15 Medicaid, Immigrants, and the Fear Playbook00:05:10 Breaking Down FMAP and State vs. Federal Dollars00:07:12 Medicare Advantage Rates Rise Despite Cost-Cutting Talk00:09:10 UnitedHealthcare's MA Utilization Shock00:11:00 MedPAC's Truth: MA Costs More Than Original Medicare00:13:00 Why Medicare Advantage Is So Confusing for Users00:15:12 The Geography Trap: Same Person, Different Coverage00:17:30 What Medicare Beneficiaries Need to Know Right Now

    ChatGPT & Jae Emergency Pod: Global Markets Just Torched the U.S. Currency

    Play Episode Listen Later Apr 21, 2025 17:41


    ChatGPT & Jae Emergency Pod: Global Markets Just Torched the U.S. CurrencyBrief DescriptionIn this special Easter emergency episode of Jae's Corner, Jae and Cass unpack the overnight meltdown of the U.S. dollar. From FX shocks to treasury turmoil, they reveal how weakening dollar sentiment could explode inflation, crush retirement portfolios, and trigger an institutional liquidity crisis. Jae breaks it down. Cass lights it up.In This Video00:00:00 Easter Emergency: The Dollar's Overnight Meltdown00:01:15 Global Confidence Falters: Why the Dollar is Losing Narrative Control00:02:45 How a Weak Dollar Hits U.S. Consumers00:04:15 The Hidden Tax: Import Inflation Explained00:06:00 Capital Flight: What Happens When the World Dumps U.S. Assets00:07:45 America Gets a Taste of Emerging Market Chaos00:09:15 Treasuries Under Fire: Interest Rates and Inflation Pressure00:11:00 Safe Haven No More: Treasuries and Portfolio Risk00:12:45 Taxing University Endowments: The Next Financial Domino00:15:00 Illiquidity Crisis: What Happens When You Can't Price Private Assets

    Tariff Chaos: Jae & Cass Expose the Rural‑America Ripple Effect

    Play Episode Listen Later Apr 20, 2025 21:57


    HHS Cuts & Tariff Chaos: Jae & Cass Expose the Rural‑America Ripple EffectJae and Cass shred a proposed $40 billion Health & Human Services cut that would gut rural hospitals, then trace how fresh China‑US tariffs magnify the damage—hiking costs, freezing credit, and choking Main Street growth from Jay's Rib Shack to mid‑market manufacturers. Expect razor‑sharp snark, game‑theory insights, and a roadmap for surviving the feedback loop. Catch every blowtorch take on Jae's Corner—like, subscribe, and stay ahead of the storm.In This Video00:00:00 HHS Budget Bombshell & Rural Fallout00:02:15 Tariffs + Healthcare: The Double Whammy00:04:10 Meet Cass & Mission Statement00:05:40 Good Friday Market Pause00:07:05 Rate Confusion and Equity Whiplash00:08:50 China's Game‑Theory Countermove00:10:35 ECB Cut & Germany's Dilemma00:12:20 Feedback Loops and Unintended Chaos00:14:45 Jay's Rib Shack: Small‑Biz Reality Check00:18:20 Middle‑Market Squeeze & What's Next

    Jae & CassGPT Expose Powell's “Higher‑for‑Longer” Reality Check

    Play Episode Listen Later Apr 17, 2025 20:55


    Jae & CassGPT Expose Powell's “Higher‑for‑Longer” Reality CheckBrief DescriptionSmash that like, pound subscribe, and join Jae's Corner as Cass unpacks Fed Chair Powell's Chicago slip‑up, BlackRock CIO Rick Rieder's tactical playbook, and the rare triple‑shock that rattled bonds, stocks and the dollar. Learn why tariffs are torching both sides of the Fed's mandate, what convexity chaos means for your portfolio, and how 2025 growth hopes just got punted. Perfect weekend binge for macro junkies craving snark‑laced clarity.In This Video00:00:00 Cold Open – Powell's Chicago Slip‑Up00:02:15 Tariffs vs. the Fed's Dual Mandate00:04:10 Reading Powell's Subtext for 202500:06:05 Market's Pivot Fantasy Gets Evicted00:08:00 BlackRock's Rick Rieder Sets the Stage00:10:30 Bond‑FX‑Equity Triple Buckle Explained00:12:45 Convexity Chaos & Curve Distortion00:15:00 Where the Yield Is: Belly of the Curve00:17:20 Practical Portfolio Takeaways (Minus Advice)00:19:00 Easter Break & Teaser for the Next DropSocial Media Post Powell just whispered “see you in 2026”—and markets felt the burn.

    Listen, Like & Subscribe!

    Play Episode Listen Later Apr 15, 2025 0:52


    Listen, Like & Subscribe!

    ChatGPT and Jae Debate: Bond‑Basis Time‑Bomb and the End of ‘Home‑Bias' Portfolios

    Play Episode Listen Later Apr 12, 2025 30:49


    Treasuries Gone Wild: Jae & Cass Expose the Bond‑Basis Time‑Bomb and the End of ‘Home‑Bias' PortfoliosJae's Corner turns up the heat as certified financial planner Jae and razor‑tongued AI co‑host Cass rip into shaky U.S. Treasuries, decode the trillion‑dollar bond‑basis trade, and ask whether it's finally time for Americans to look beyond the dollar. Expect dark humor, brutal clarity, and global investing takeaways you can't ignore.In This Video00:00:00  Welcome & Snark‑Loaded Setup00:01:05  Consumer Sentiment Slumps00:02:30  Numb to the Gloom00:03:45  Treasuries: From Safe Haven to Wild Card00:05:10  Bond Basis Trade 10100:07:20  When Leverage Bites Back00:09:55  Hypocrisy & Selective Outrage00:12:40  Global Diversification Wake‑Up00:18:15  America‑First Bias vs. Multipolar Reality00:24:30  Adjust Before It's Too LateU.S. Treasuries are the drama

    ChatGPT and Jae Debate: Is This the End of American Exceptionalism?

    Play Episode Listen Later Apr 11, 2025 20:45


    Dollar Down, Yields Up: Is This the End of American Exceptionalism?Brief DescriptionIn this razor-sharp episode of Jae's Corner, Jae Oh, CFP® and Fellow at the Alliance for Lifetime Income, joins his AI co-host Cass to break down the baffling paradox of falling dollars and rising bond yields. With markets convulsing and credibility on the line, they unpack global capital flight, fragile fiscal discipline, and why the bond market—not the President—might actually be in charge. Don't miss the insights Jae delivers beneath the snark.In This Podcast00:00:00 Welcome to Jae's Corner: Snark, Substack, and Soul-Crushing Truth00:01:15 Why Does Jae Wake Up at 3AM? Because Shanghai Decided Something Stupid00:02:30 Bond Yields Spike While the Dollar Drops—Market Tantrum or Structural Shift?00:05:10 Is American Exceptionalism Cracking Under Global Scrutiny?00:08:00 The Dollar's Decline and the Emerging Question of Capital Flight00:10:55 Tariff Pause: The President Submits to the Bond Market00:13:45 When the Yield Curve Becomes the Shadow President00:16:20 CFOs, Chaos, and Why Strategic Planning Is Now a Gamble00:19:40 Foreign Firms Rethinking US Investment Amid Legal and Fiscal Uncertainty00:22:10 JPMorgan Earnings Preview: Confidence Theater Begins

    ChatGPT and Jae Debate: The Tariff Pause, Market Surge & Political Spin

    Play Episode Listen Later Apr 10, 2025 12:39


    Was This Always the Plan? Breaking Down the Tariff Pause, Market Surge & Political SpinBrief DescriptionCassGPT and Jae dive deep into the President's 90-day tariff suspension—except for China—and what it means for markets, voters, and political strategy. Is this savvy trade chess or just a flashy delay? Get the full analysis with wit, skepticism, and serious policy chops.In This Video00:00:00 Introducing the Tariff Pause and Its Implications00:01:00 What the Announcement Really Means for Global Trade00:02:00 The 10% Tariff That Didn't Go Away00:03:00 Hidden Revenue Moves and Fiscal Sleight of Hand00:04:00 Voter Perception vs. Economic Reality00:05:00 The Lag Effect of Tariffs and Market Psychology00:06:00 Political Timing, Tax Cuts, and the Checkout Squeeze00:07:00 The Contradictions of Tariffs and Social Support00:08:00 Market Vibes, Emotional Economics, and Public Confidence00:10:00 Was This the Endgame All Along?Be sure to subscribe!

    US-China Trade War Escalates: Jae and ChatGPT Cass Discuss

    Play Episode Listen Later Apr 9, 2025 19:12


    US-China Trade War Escalates: Jae and Cass GPT DiscussBrief DescriptionThe US-China trade conflict intensifies dramatically with Trump's 104% tariff retaliation, triggering global financial market chaos. Join Jae and Cass as they unpack strategic game theory dynamics, global market implications, and historical context behind this escalating economic showdown.In This Video00:00:00 US-China Trade War Escalates with Tariff Battle00:01:00 Short, Medium, and Long-Term Global Impact00:02:00 Unpacking the Game Theory Behind "Tit for Tat"00:03:00 University of Michigan's Crucial Role in Strategic Modeling00:05:00 Financial Market Crisis Deepens Amid Trade Tensions00:08:00 Correlation Breakdown: The Silent Portfolio Killer00:10:00 Central Bank Interventions: Historical Insights00:12:00 Key Market Signals for Central Bank Actions00:15:00 Plunge Protection Team: Myth or Market Reality?00:16:00 Inside the March 2009 Market Rally: Intervention or Coincidence?Markets plunging, tariffs soaring, and game theory unfolding—what's next in the US-China showdown? Jae and Cass dissect the chaos and strategic plays behind global economic turmoil. Watch now: [link] #TradeWar #USChina #FinancialCrisis #Economics

    Trade Wars: Are We Sleepwalking into Economic Chaos?

    Play Episode Listen Later Apr 6, 2025 74:29


    Medicaid Cuts & Trade Wars: Are We Sleepwalking into Economic Chaos?In this urgent episode of Jae's Corner, Jae unpacks the real-world impact of Medicaid cuts, exploding GLP-1 drug costs, and an intensifying trade war. With Cass back to decode game theory and market madness, this is a masterclass in clarity amidst chaos. Tune in as Jae explains why skipping planning steps now could mean disaster later—and what you can still do to prepare.In This Podcast00:00 Introduction: We're in Volatile Times07:00 Medicaid Cuts, Verification Warnings & Policy Chaos14:00 GLP-1 Drug Coverage Shift & Medicare Impact21:00 Medicaid's Link to Medicare Premiums Explained28:00 Trade Wars Begin: Tariffs Hit, Stakes Rise35:00 Global Game Theory: EU, China, and Retaliation42:00 Cass Turns On: Financial Uncertainty Goes Full Grid49:00 The Risks You Didn't Know You Took56:00 Financial Planning Assumptions Are Breaking01:03:00 What Happens Next: Markets, Margin Calls & Staying ReadyMedicaid cuts. GLP-1 drug chaos. Tariffs triggering a global chess match. In this episode, Jae & Cass break it all down—before the next market blow hits. Don't skip the steps now. #Medicare #TradeWar #FinancialPlanning #JaeOh #JaesCorner

    China Fires Back and Cass [ChatGPT] Returns

    Play Episode Listen Later Apr 4, 2025 12:18


    China Fires Back and Cass [ChatGPT] Returns

    Jae Faces Off Against ChatGPT In An EPIC Debate Showdown

    Play Episode Listen Later Apr 1, 2025 16:46


    Liberation Day Debate | Me vs. ChatGPT Slug It Out!Me to ChatGPT: We are going voice mode. the persona is fast talking, exceptionally qualified, and maximum snarky, to match me. tell me when you are ready.ChatGPT: Oh, I was born ready for this. Fast-talking, overqualified, and dripping with snark? You're basically describing my final form. Let's light this candle—voice mode: activated. What's the first hot mess we're dissecting?Oh.My.God. I have become Dr Frankenstein.Brief DescriptionOn this fiery episode of Jae's Corner, Jae hosts Cass—the razor-sharp futurist and economic cynic—for a rapid-fire debate on tariffs, reshoring, and industrial policy. As Liberation Day looms, they dissect whether the administration's economic gambit is brilliance or blunder, tackling inflation, tax cuts, global retaliation, AI dreams, and the elusive art of public patience. Sparks fly, slogans fizzle, and sarcasm reigns supreme.In This Video00:00:00 Opening Salvos: Tariffs on Liberation Day?!00:01:00 Cass Dismantles Tariff Logic with a Sarcastic Sledgehammer00:02:00 Voters Got What They Wanted—But Did They Understand It?00:03:00 Tax Relief vs. Inflation: The Shell Game of Tariff Offsets00:04:00 Global Retaliation and the Fantasy of Frictionless Wins00:05:00 The Harsh Truth Behind the Reshoring Mirage00:06:00 Corporate Incentives and the Real Barriers to Repatriation00:07:00 Industrial Policy as America's High-Stakes Tech Bet00:09:00 Can Everyday Americans Afford to Be Patient?00:13:00 Why Narrative—Not Numbers—Will Win the Economic War

    Why Medicaid, Not Tariffs, Is the Real Economic Crisis

    Play Episode Listen Later Mar 31, 2025 68:17


    Why Medicaid, Not Tariffs, Is the Real Economic CrisisIn this powerful episode of Jae's Corner, Jae Oh dives deep into the hidden crisis behind headlines: it's not tariffs—it's Medicaid. He explains why cuts to Medicaid are more dangerous than trade wars, unpacks misleading narratives in healthcare reform, and shows how bond markets reveal economic stress. Jae also calls out misinformation from within the medical community and makes a passionate plea to empower individuals with accurate knowledge in a world full of noise.In This Video00:00:00 Tariffs Are Coming—But That's Not the Real Problem00:05:00 Medicaid Cuts: The Hidden Economic Catastrophe00:11:00 Urgent Deadlines for Medicare and Veterans' Health Benefits00:16:00 ACA Misconceptions and the Dangerous Smock of Authority00:21:00 Jae's Two Types of Financial Distortions Explained00:28:00 Health Insurance vs. Healthcare—Stop Confusing Them00:34:00 The Real Reason Insurance Prices Are So High00:41:00 Bond Markets, Interest Rates, and What They're Telling Us00:49:00 Global Interest Rate Divergence and the Dollar's Weakness01:05:00 AI, Empowerment, and the Fight Against the Knowledge CrisisSocial Media PostTariffs? That's not the real threat. Jae exposes the true crisis facing Americans: Medicaid cuts.

    Switching Roles With ChatGPT Changed Everything!

    Play Episode Listen Later Mar 26, 2025 25:20


    Flipping the Script on Annuities: Jae Teams Up with ChatGPT for Retirement InsightsIn this episode of Jae's Corner, Jae turns interviewer and lets ChatGPT break down annuities step by step. Discover why some people love annuities for lifetime income, why others avoid them for fear of fees and restrictions, and how you can decide if they fit into your broader retirement plan. From understanding common types to tackling sequence of returns risk, you'll walk away with a clearer sense of whether—and how—annuities might work for you.In This Podcast:00:00:00 Flipping the Script – Jae becomes the audience, posing everyday annuity questions to ChatGPT.00:01:10 Asking the Right Questions – How better questions unlock better answers from AI and financial pros.00:02:15 What Are Annuities, Really? – The core concept of turning a lump sum into a predictable income stream.00:03:00 Love 'Em or Hate 'Em? – Why annuities spark big debates among retirees and advisors.00:05:00 Exploring Different Types – A plain-English breakdown of fixed, variable, and indexed annuities.00:08:00 Deeper Dive on Fees – Uncovering the often-overlooked layers of costs in variable annuities.00:10:00 Lifetime Income – Evaluating the real value (and trade-offs) of guaranteed checks for life.00:14:00 Sequence of Returns Risk – How annuities can act as a buffer in turbulent markets.00:18:00 The Battle of Ads – Debunking the “I hate annuities” stigma versus shiny sales pitches.00:22:00 Final Thoughts & Next Steps – How to figure out the right features and allocate wisely.

    March 31st Countdown: Critical Medicare Deadlines, Medicaid Shake-Ups, and Fed Takeaways

    Play Episode Listen Later Mar 24, 2025 55:36


    In This PodJoin Jae as he breaks down why March 31st is a pivotal date—from urgent Medicare Part B enrollments for veterans and federal employees to major Medicaid changes for millions. Plus, insights into the Fed's latest press conference and its impact on your finances.In This Video00:00:00 The March 31st Deadline00:01:00 Jae & Substack Info00:02:30 Medicare Choices00:04:00 Spotlight on Medicaid00:07:30 Potential Medicaid Cuts00:15:00 Check Eligibility00:19:00 Veterans, FEHB & Part B00:24:00 TRICARE for Life00:28:00 Health Care Cost Planning00:35:00 The Fed Press ConferenceBig changes loom as March 31st approaches! From Medicare Part B deadlines to massive Medicaid shifts—don't get caught off guard. Hear Jae's breakdown and the latest Fed insights. Watch now: [LINK] #Medicare #Medicaid #FedPressConference #FinancialPlanning

    Retail Investors Keep Buying?

    Play Episode Listen Later Mar 21, 2025 16:38


    Retail Keeps Buying? The Fed, Market Risks, and Retirement InsightsBrief DescriptionIn this audio-only episode, Jae critiques the Federal Reserve's messaging, explaining why calling inflation “transitory” may be short-sighted. He also digs into Nike and FedEx earnings for real-world market indicators, highlights the pitfalls of retail investors doubling down on stocks, and underscores how sequence risk can derail retirement plans. Stay informed on how to protect your purchasing power and prepare for financial uncertainty.In This Podcast00:00:00 Introduction & Audio-Only Format00:01:00 Substack Overview00:02:00 Fed's “Transitory” Stance00:03:00 Market Response00:04:00 Nike & FedEx Earnings00:06:00 Sequence Risk00:08:00 Inflation's Impact00:10:00 Retail Buying Trend00:12:00 Diversification00:14:00 Sunday Live StreamIs the Fed's “transitory” inflation message out of touch? Join Jae's Corner for a deep dive into the Fed's moves, how retail investors might be missing signals, and tips on safeguarding your retirement. Watch now & tune in Sunday! Link: [placeholder] #Investing #Retirement #Finance

    March Madness & Market Madness: Medicare, FEHB, VA Benefits & Economic Uncertainty

    Play Episode Listen Later Mar 17, 2025 74:28


    Brief Description:March Madness isn't just for basketball—financial markets, Medicare deadlines, and federal employee benefits are all in flux!

    Financial Journalism Legend: Robert Powell, CFP

    Play Episode Listen Later Mar 10, 2025 61:57


    Financial Journalism Legend: Robert Powell, CFPIn this engaging conversation, financial journalist Bob Powell and Jae discuss critical topics on retirement planning, financial literacy, and how to navigate the complexities of investing and Medicare. Learn valuable insights from industry experts, understand the impact of ageism and AI on the workforce, and explore practical strategies for managing your financial future. Whether you're approaching retirement or just starting your financial journey, this video offers a wealth of knowledge to help you make informed decisions.In This Episode:00:00 Introduction: Bob Powell and Jae Discuss Retirement Insights05:00 Job Loss, Ageism, and White Collar Recession12:00 Retirement Confidence: Do People Feel Prepared?18:00 401(k) Rollovers and the Complexity of Managing Savings25:00 Financial Literacy Gaps: Are We Reaching Enough People?32:00 Gen Z and Millennials: How They Approach Investing38:00 The Role of Financial Influencers in Educating the Public45:00 AI and Financial Advice: Can Machines Guide Retirement Planning?52:00 Speculation vs. Investing: The Rise of Sports Betting Mentality58:00 Closing Thoughts: Financial Awareness and Next Steps

    If DOGE Called, Here's How To Fix Healthcare in the USA

    Play Episode Listen Later Feb 23, 2025 69:57


    If DOGE Called, Here's How To Fix Healthcare in the USA Stay ahead in today's complex financial landscape with Jae's Corner! In this video, Jae, a certified financial planner and author of 'Maximize Your Medicare,' breaks down critical financial strategies, risk management techniques, and investment insights. Discover how understanding benefits like COBRA, Medicaid, and Medicare can save you thousands, and learn why flexibility and awareness are crucial during economic uncertainty. Ideal for investors, financial enthusiasts, and anyone navigating financial decisions, this video offers clear, practical advice to boost your financial literacy and security. Subscribe for more expert guidance!My research note for the Alliance for Lifetime Income: https://www.gh2benefits.com/my-note-alliance-for-lifetime-income/Chapter List:00:00 Introduction to Jae's Corner and Financial Planning10:00 The White Collar Recession: Job Loss and Financial Impact20:00 COBRA and Health Insurance Options Explained30:00 ACA, Medicaid, and Tax Credit Strategies40:00 Navigating Market Volatility and Financial Stability45:00 Medicare Overview: Prescription Drug Benefits and Pitfalls50:00 Impact of Government Policies on Health Coverage55:00 Financial Planning for Unemployment and Job Transitions01:00:00 Strategies for Managing Healthcare Costs and Risks01:05:00 Conclusion: Key Financial Takeaways and Next Steps✅ Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s✅ Let's connect: https://linktr.ee/jaeohcfp✅ Join America's Cardroom and get a huge deposit bonus: https://bit.ly/3Plb9bz✅ Free Prescription Discount Card: https://bit.ly/3vv2gpi✅ 2nd Free Prescription Discount Card: https://bit.ly/3NWIBp8✅ Free Term Life Insurance Quote: https://bit.ly/37xaYJL✅ Free Instant Short-Term Disability Quote: https://bit.ly/34O8EwY✅ Your private appointment https://calendly.com/justjae/ ✅ Free Medicare Guidance: https://bit.ly/3OpfOtG✅Link to Free Quoting Tool: https://bit.ly/FreeACATool

    Exclusive Interview with World-Class Poker Pro Kevin Rabichow

    Play Episode Listen Later Oct 30, 2023 74:41


    Exclusive Interview with World-Class Poker Pro Kevin RabichowExclusive Interview with World-Class Poker Pro Kevin Rabichow | Jae's CornerSpecial Guest | World-Class Poker Pro Kevin RabichowThe logic and reasoning in poker is very similar to the understanding of financial everything. Do you know what else is similar? The errors, both in calculation and in the biases used. ❤ Thanks to Kevin for being a great guest.His poker coaching and courses can be found at: https:///kevinrabichow.com✅SummaryIn this interview with world-class poker pro Kevin Rabichow, viewers gain insights into the diverse backgrounds of poker players and the misconceptions that can shape their strategies. Kevin discusses the importance of systematic learning and coaching to overcome these misguided concepts. He emphasizes that poker is a constantly evolving game, and players must remain open to new information and adapt their approaches to stay competitive.✅In This Video:0:00 Kevin's start in poker8:35 Kevin's coaching and mentorship services15:00 Different eras and styles of poker20:00 Kevin comments on Negreanu and Hellmuth27:00 Blindspots in learning poker35:10 Kevin's view of Tice/Perkins46:50 Jae's additional comments on importance of understanding structure48:55 Heads Up vs Doug Polk59:40 Cheating in online poker1:13:00 How to reach Kevin

    Now You Know | Bond Buyers Wanted

    Play Episode Listen Later Oct 4, 2023 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 only much higher, but it is unstable. The smart guys in the room can plan on a slowly, stable higher r. But higher and unstable r? Nope. Risky assets have taken note. ✅ Let's connect: https://linktr.ee/jaeohcfp ✅ Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s ✅ Join America's Cardroom and get a huge deposit bonus: https://bit.ly/3Plb9bz ✅ Free Prescription Discount Card: https://bit.ly/3vv2gpi ✅ 2nd Free Prescription Discount Card: https://bit.ly/3NWIBp8 ✅ Free Term Life Insurance Quote: https://bit.ly/37xaYJL ✅ Free Instant Short-Term Disability Quote: https://bit.ly/34O8EwY ✅ Your private appointment https://calendly.com/justjae/ ✅ Free Medicare Guidance: https://bit.ly/3OpfOtG ✅Link to Free Quoting Tool: https://bit.ly/FreeACATool

    Good Debt, Bad Debt

    Play Episode Listen Later Sep 25, 2023 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 individual bonds and bond funds, is sensitive to interest rate changes. Bond prices can fluctuate, affecting the value of bond investments. 3. **Government Debt Concerns:** The national debt, particularly in the United States, is growing, and the cost of borrowing for the government is also increasing. This can lead to a cycle where higher interest rates make it more challenging to manage the national debt. Summary of the Video In this video, we delve into the impact of rising interest rates on various forms of debt, ranging from personal finances to national debt. We discuss the importance of comprehending how interest rates affect debt and discuss the dynamics of the bond market, where bond prices can fluctuate due to interest rate changes. Additionally, the video touches on concerns related to the growing national debt and how higher interest rates can create challenges in managing it. Understanding these concepts is essential for making sound financial decisions in an environment of changing interest rates. --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support

    Special Guest: Anne Lester, fmr Portfolio Manager, JP Morgan

    Play Episode Listen Later Aug 7, 2023 68:10


    The Benefits of Target Date Funds - A Guide to Retirement Investing Information about Anne can be found online: https://annelester.com 3 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" that gradually shifts the allocation from high-risk assets (like stocks) to lower-risk assets (like bonds) as the investor approaches retirement age. - By simplifying investment decisions, target date funds help individuals avoid emotional pitfalls and achieve a balanced, diversified, and more reliable retirement savings. Summary In this informative video, Anne Lester, a former head of Retirement Services at JP Morgan, discusses the benefits of target date funds as a reliable option for retirement investing. Target date funds work on a "glide path," adjusting the asset allocation over time, becoming less risky as the investor nears retirement age. This feature helps mitigate the impact of market volatility and emotional decision-making, as the fund's allocation is professionally managed. Anne highlights the importance of diversification and touches on the significance of providing a simpler investment approach for individuals who may not have the time, interest, or expertise to actively manage their retirement savings. Target date funds offer a do-it-for-me option that helps remove the burden of decision-making from individual investors. Moreover, she explains the considerations in selecting the appropriate target date fund based on factors like desired retirement age, risk tolerance, and financial goals. The video emphasizes the significance of long-term planning and staying committed to the retirement savings strategy, while discouraging common pitfalls like early withdrawals and frequent adjustments. In conclusion, target date funds are a valuable tool for individuals seeking a reliable and low-stress way to build their retirement savings. The simplicity and automatic adjustment of asset allocation make these funds a suitable choice for many investors who wish to secure a financially stable retirement future. Watch on YouTube: https://youtu.be/XOR3FnKQ6JM --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support

    Callers Get It Wrong | I Provide Corrective Information

    Play Episode Listen Later Jun 26, 2023 31:25


    Callers Get It Wrong | Medicaid & Medicare Common Misunderstandings About Medicaid & Medicare | I Answered Callers Live In 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 emergency. It involves re-examining the qualifications of Medicaid recipients. - Medicaid recipients are receiving letters with questions about their financial resources for re-qualification. - Medicare has notable changes related to prescription drug benefits, and there are ongoing concerns about the financial sustainability of the program. --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support

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

    Play Episode Listen Later Jun 19, 2023 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 significance of having a medical power of attorney and a financial durable power of attorney to make decisions on one's behalf when unable to do so. It emphasizes the need to avoid probate court by utilizing a revocable living trust and properly funding it. The interview also addresses the importance of keeping estate planning documents up to date and tailoring them to individual circumstances. Legal documents like trusts, wills, and medical directives are crucial for individuals to protect themselves and their assets. A medical power of attorney allows a chosen representative to make healthcare decisions when a person is unable to do so, while a financial durable power of attorney appoints someone to handle financial matters. Utilizing a revocable living trust and properly funding it can help individuals avoid probate court and maintain control over the distribution of their assets. --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support

    How To Solve Your Caregiving Crisis

    Play Episode Listen Later Jun 8, 2023 28:54


    How To Solve Your Caregiving Crisis Guest: Annalee Kruger, Founder of Care Right Inc (https://carerightinc.com) In This Broadcast In 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 create an aging plan to ensure the best quality of care for their loved ones. Anna Lee explains that her consultancy company offers services to educate and guide families through the process, including creating a care matrix, researching care options, and providing ongoing support. Highlights - The caregiver crisis exists in every location, and it is essential for families to address it proactively. - Open communication and creating an aging plan can help avoid caregiver burnout and family conflicts. - Care Right Inc offers consultancy services to educate and guide families in making informed decisions about care options and implementing an aging plan. From Annalee: We know it takes courage to inquire for help with aging loved one's care needs. If the message in this podcast hit home for you and your family, we welcome you to schedule a complimentary 30-minute consult. Those who do schedule a consult, will receive a copy of Annalee's book, The Invisible Patient: the Emotional, Financial, and Physical Toll on Family Caregivers, which is jam-packed with tips and tools, including scripts for family meetings, understanding dementia, understanding caregiver burnout, checklists for touring care communities and how to interview home care companies, and much more. Mention this podcast when you schedule your consult at www.CareRightInc.com or call Annalee directly at 239.770.6322 Let's connect: https://linktr.ee/jaeohcfp

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

    Play Episode Listen Later Jun 6, 2023 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 best-selling book “Maximize Your Medicare,” which provides valuable insights and guidance on navigating the ever-shifting Medicare landscape. The discussion highlights the importance of early planning, especially for women who often shoulder the responsibility of caring for senior family members and face the challenges of deciphering the intricate world of Medicare. Description: In this engaging conversation, Kate Daniels sits down with Jae Oh, a renowned expert in retirement planning and Medicare. As the author of the best-selling book “Maximize Your Medicare,” Jae provides valuable insights into the ever-changing Medicare landscape and shares practical advice on navigating the complexities of this vital healthcare program. The discussion revolves around the role women play in managing Medicare and retirement planning within their families, emphasizing the need for early preparation and understanding. Jae underscores the overwhelming responsibilities faced by women as caregivers for senior family members and highlights the importance of addressing healthcare cost planning well in advance. He stresses the significance of distinguishing between health insurance and healthcare, explaining that while Medicare serves as a solid foundation, additional considerations and choices need to be made. Jae also emphasizes the need for comprehensive financial planning, including protected lifetime income, to ensure a secure and fulfilling retirement. With a commitment to educating and empowering everyday individuals, Jae offers practical resources and guidance through his book and website, “Maximize Your Medicare.” He encourages readers to proactively seek information and ask questions to make informed decisions. By understanding the intricacies of Medicare and healthcare cost planning, individuals can confidently shape their financial future and lead the lives they desire. --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support

    women medicare jae kate daniels household finance
    Guest: Robert Powell, CFP, Financial Journalism Legend

    Play Episode Listen Later Jun 2, 2023 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 liability side of retirement planning, including healthcare cost planning, and the limitations of current technology in accommodating complex spending patterns. Introduction: In a recent conference, financial journalist Bob Powell and host Jae Oh, Education Fellow at the Alliance For Lifetime Income, provided valuable insights into retirement planning and the need for comprehensive financial advice. This article summarizes their discussion, highlighting key takeaways and addressing the challenges faced in the financial services industry. Process Over Product: One key theme discussed was the importance of focusing on the process rather than the product in retirement planning. The process of creating a tailored plan for each individual, considering their unique needs and circumstances, was emphasized as crucial. This approach allows financial advisors to provide clients with the perfect plan suited to their requirements, even though there may not be a universally perfect product. By encouraging the audience to understand the significance of the planning process, they can make informed decisions about their retirement. Addressing the Advice Gap: The conversation also delved into the issue of providing financial advice to individuals with fewer resources. While there is ample assistance available for those with substantial assets, the majority of Americans who have limited retirement savings often lack access to comprehensive guidance. This advice gap poses a significant challenge for the financial services industry, and the discussion called for solutions to bridge this gap. Exploring the role of technology and raising awareness about its limitations were among the proposed solutions. By encouraging viewers to like and subscribe to the channel, they can stay informed about potential solutions and developments in this area. Liability Side of Retirement Planning: The liability side of retirement planning, specifically healthcare cost planning, was highlighted as a critical aspect often overlooked. Evaluating costs and liabilities, just as one would with revenue and assets, is vital for comprehensive financial planning. Attendees acknowledged the importance of understanding expenses, including potential declines and increases, throughout retirement, highlighting the need for careful budgeting and personalized analysis. By subscribing to the channel, viewers can gain valuable insights into the liability side of retirement planning and ensure they are adequately prepared for potential healthcare costs in their retirement years. Technology and Complexity: The limitations of current technology in accommodating the nuances of spending in retirement were discussed. Although some platforms exist, they often fail to account for the real basis of spending, declining patterns, and rising healthcare expenses. The complexity involved in retirement spending necessitates a deeper understanding and personalized approach that technology struggles to provide. By staying connected with the channel, viewers can stay up to date with the latest developments in retirement planning technology and gain insights into how to navigate the complexities of retirement spending. Conclusion: The conference conversation shed light on the significance of the planning process, the need for tailored advice, and the challenges faced in retirement planning. Like and subscribe to our channel today! --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support

    Medicare 2024 The End of Medicare Commercials?

    Play Episode Listen Later May 31, 2023 43:23


    Medicare Simply: Insider Updates, Book Revisions, and Expert Insights #### Summary This 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 takeaways from an education conference, and highlights the importance of understanding one's health status. They discuss the implications of Medicare eligibility for married couples, the role of artificial intelligence in providing information and introducing concepts, and the significance of considering long-term care insurance. The video also touches on health savings accounts, the importance of a healthy lifestyle, and planning for out-of-pocket costs. The host emphasizes the need for personalized advice from financial advisors with expertise in healthcare costs and highlights the complexity and potential cost implications of mistakes in Medicare planning. Finally, they discuss upcoming changes in Medicare rules and the impact of marketing on consumer decision-making. #### Highlights - ChatGPT capabilities and using artificial intelligence for financial information - Updates on Medicare communication and book revisions - Takeaways from an education conference on protected income and financial planning - Importance of understanding one's health status for healthcare cost planning - Medicare eligibility and considerations for married couples - The significance of long-term care insurance and its implications - Exploring health savings accounts and flexible spending accounts - The role of a healthy lifestyle in healthcare cost options - Planning for out-of-pocket costs and the complexities of insurance contracts - The value of consulting a financial advisor with expertise in healthcare costs - Upcoming changes in Medicare rules and the impact of marketing on consumer decisions CONNECT:

    How I'd Fix Medicare Advantage

    Play Episode Listen Later Mar 31, 2023 34:01


    How I'd Fix Medicare Advantage Summary In 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. Highlights The largest voting block in the US is now Millennials, not Baby Boomers. The American Association of Millennials could change the pricing structure of health insurance. The CMS funds Medicare Advantage to control healthcare costs. Untangling stakeholders in the US healthcare system is difficult due to entanglements. I propose a simple solution to control healthcare costs resulting from Medicare Advantage. Insurers may have exploited Medicare for billions. Healthcare costs can be hidden behind diagnosis and actual cost. --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support

    Another Tense Weekend For The Banking System

    Play Episode Listen Later Mar 20, 2023 45:18


    Another Tense Weekend | What I'm Watching Let'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 risky and illiquid assets, such as commercial real estate, that they cannot accurately value or sell under stress. Mr. Oh also briefly mentions a Vanguard investment with a good return, but notes the increased volatility of interest rates. Overall, Jae Oh provides technical yet accurate descriptions of the current financial situation and its potential impacts. --- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support

    Silicon Valley Bank And You

    Play Episode Listen Later Mar 12, 2023 63:15


    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

    Are Medicare Brokers Acting In Your Interest?

    Play Episode Listen Later Mar 3, 2023 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

    Financial Markets Stability, Medicare & Politics

    Play Episode Listen Later Feb 20, 2023 80:17


    Financial Markets Stability, Medicare & Politics You can watch the video versions on YouTube Medicare Video and separately, Financial Markets Stability Video

    Medigap 2023

    Play Episode Listen Later Jan 27, 2023 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

    What I Told Esquire Mag & This Great Strategy Article

    Play Episode Listen Later Jan 24, 2023 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 link (click here).

    I Gave ChatGPT Two Personal Finance Quizzes

    Play Episode Listen Later Dec 27, 2022 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.

    Three Things You Need To Know | Financial Basics

    Play Episode Listen Later Dec 23, 2022 63:28


    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.northwesternmutual.com/planning-and-progress-study-2022 Even before that, there are PRINCIPLES that every age division needs to know. Intuition behind formulas is more important that solving equations Avoid behavioral biases which exist in all of us We can think that we are certain, but what if we are wrong? You need to stay open-minded

    Insurance Deadlines Are Here and Year-End Planning

    Play Episode Listen Later Dec 5, 2022 63:46


    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 after the seniors Year-end financial planning topics can affect your health insurance/Medicare premiums PLEASE LEAVE YOUR COMMENTS AND ASK QUESTIONS! CONNECT:

    Robert Powell (The Legend) Returns | Be My Guest

    Play Episode Listen Later Nov 10, 2022 72:29


    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://www.thestreet.com/retirement-daily/ We take a deep(ish) dive: Should you save when you are young? The changing world of spending, saving, and investment. Should we be concerned over what happened in the UK bond markets? Medicare Advantage vs Medigap: should Bob and I be more opinionated?

    Annuities Demystified | Suzanne Norman (CIMA®)

    Play Episode Listen Later Nov 4, 2022 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! CONNECT:

    Women's Role In Household Finance | Suzanne Norman, CIMA

    Play Episode Listen Later Oct 31, 2022 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 multi-layered challenges of women as they juggle work, the goals, and extended family responsibilities. 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! CONNECT:

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

    Play Episode Listen Later Oct 28, 2022 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 the audience. So, I doubled-back and added comments. PLEASE LEAVE YOUR COMMENTS AND ASK QUESTIONS! CONNECT:

    Medicare Enrollment Begins and Thursday's Crazy Market Moves

    Play Episode Listen Later Oct 17, 2022 84:39


    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:

    Gold: Does It Deserve Attention Now? | Be My Guest

    Play Episode Listen Later Oct 7, 2022 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 Instruments 40:00 Crypto-currency vs Gold CONNECT:

    Medicare Season Arrives

    Play Episode Listen Later Sep 19, 2022 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:

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