Jae Oh, CFP, Author

Jae'$ Corner Podcast

Join Jae Oh, nationally recognized Medicare expert, certified financial planner, and Education Fellow at the Alliance for Lifetime Income, on Jae’s Corner, where financial reality is clarified and simplified. Each episode explores healthcare, insurance, investments, and economic news, offering clear, actionable insights valuable for subscribers of all ages and backgrounds. Author of the bestselling book, Maximize Your Medicare, Jae also provides a free newsletter packed with tips for lasting finYouTube Channel: https://bit.ly/3L1cjXJNewsletter: https://bit.ly/3u8TR8s Email: jae@jaewoh.com

Author

Jae Oh, CFP, Author

Category

Education

Podcast website

jaeoh.substack.com

Latest episode

Oct 13, 2025

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Episodes

Life Insurance As Retirement Planning Tool: Does It Work? 08.04.2022

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 be used, but with so many carriers and plan...

Medicare Advantage in 2022: What You Need To Know 05.04.2022

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 world. Here's how to stay even-handed so that you can...

Moving and Your Insurance | What You Need To Know 04.04.2022

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: 🔥 Subscribe to Ja...

Welcome to the NEW Jae's Corner 28.03.2022

Don't forget to subscribe to the newsletter: https://bit.ly/3u8TR8s

March 31 Is An Important Medicare Date and Vanguard Lawsuit 28.03.2022

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. Vanguard Lawsuit: What Happened?   Link to C...

Individual Health Insurance | Interview With Josh Scandlen 10.12.2021

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 the idea that “we don’t c...

Biden Budget Update, FEHB & My Interview on the Frankie Boyer Show 29.10.2021

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. Complete this easy form to begin: bit.ly/2Zy7Z...

Medigap vs Medicare Advantage | Does MAPD Cost More? 20.09.2021

Medigap vs Medicare Advantage | Does MAPD Cost More? It is the #1 question for those new to Medicare a. The noise is incredible b. Even the highly-qualified present facts in a way that can be misunderstood c. Then, there are paid advertisements and YouTube videos that are biased, which is misleading or unsettling. Remember: there is no single "right" answer, and if anyone tries to tell you otherwi...

Healthcare Cost Planning With Jean Chatzky on Alliance For Lifetime Income 10.09.2021

My Interview With Jean Chatzky on Alliance For Lifetime Income We appeared on Facebook Live on Sep 8. Jean is a VERY experienced financial journalist, it is clear why she has had a long-standing following. With her experience and exposure, she was able to ask questions for a very wide audience, and in a way that was both spontaneous (we had no 'canned' script), and good for the viewer. Jean has a...

Media Buries the Medicare Lead 07.09.2021

Media Buries the Medicare Lead | Maximize Your Medicare Weekly   Dental, Vision & Hearing is NOT THE LEAD HERE.  Medicare eligibility age from 65 to 60 has an endless number of implications, seriously. Call it 15-20MM people instantly Medicare-eligible (5 yrs x 10k/day), none of which knows a stitch about Medicare (buy the book, duh).  The retirement planning timeline and calcul...

Special Guest: Danielle Durack, Singer / Songwriter 03.09.2021

Special Guest: Danielle Durack, Singer / Songwriter How she arrived here: Danielle Durack is a client of GH2 Benefits, she took advantage of the American Rescue Plan, and it allowed her to access health insurance, in a high-cost location (AZ). Oh wait one more: she listened to her brother. That brother has a friend. That friend has a mother,  is a friend of another woman. That woman works for...

Medicare 2022: My Preview & Medicare Enrollment Problems 26.08.2021

Medicare 2022: My Preview & Medicare Enrollment Problems In this podcast: a. Free copy of my published book and Medicare 2022 Preview on October 2, 2021. b. Hospital prices are supposed to be transparent: good or bad? c. You may think that Medicare enrollment is simple: that was never true, (yet) another example Your first call has no-obligation and is FREE https://calendly.com/justjae/ Be sur...

Carrier Answers MY Questions Wrongly 4 Times In A Row 😡😬 | DIY Doesn't Work 16.08.2021

Carrier Answers MY Questions 4 Times In A Row 😡😬 | DIY Doesn't Work In This Broadcast: a. COVID means that international travel requires extra steps b. An Attorney (highly qualified one) has an elder parent who moves, and the problems begin c. A highly-respected think-tank gets it wrong, and this is a problem. #medicare #healthinsurance #JaeOh email: info@gh2benefits.com Phone 855. 463 9688 Your...

Travel & Immigration Under COVID | Guest: Susan Im, Immigration Lawyer 13.08.2021

Travel & Immigration Under COVID | Guest: Susan Im, Immigration Lawyer COVID has changed our lives, and perhaps permanently. I spoke with Susan Im, experienced immigration attorney about how things have changed. a. International travel rights b. Immigration to the United States c. How wrongly-formulated ideas Include immigration (and ideas around financial contracts as well, hmmm) About Susan:...

Dental, Vision, Hearing To Medicare? | Weekly Update 09.08.2021

Dental, Vision, Hearing To Medicare? | Weekly Update   In This Podcast: Individual Health Insurance Deadline August 15, Days Away Medicare ABCs Masterclass only available on www.gh2unfiltered.com Dental, Vision & Hearing Added to Original Medicare? Looking Promising Interview on thestreet.com   #medicare #healthinsurance #JaeOh Ask Us, time is running out quickly. email: info@gh2bene...

Guest Attorney Kim Browning | Guardianship & The Britney Spears Saga 05.08.2021

Britney & Guardianship: What Is Guardianship, Anyways? Special Guest: Kim Browning, Attorney Kim is an attorney in Michigan, we speak about the Britney Spears case regarding her attempt to repeal her guardianship, which currently sits with her father. Importantly, we discuss the following. What Guardianship is The Britney Spears Guardianship Saga Are There Legal Documents That You Should Have...

Financial Fluency and Medicare Part D Late Enrollment Penalty 04.08.2021

Financial Fluency and Medicare Part D Late Enrollment Penalty In this podcast: Part D Late Enrollment Penalty (my interview) My Comments On Why People Get Confused: They Have It Wrong, From The Jump Your free individual health insurance quote: https://bit.ly/3doHsGJ Medicare Enrollment Resource Guide: https://bit.ly/2VDEJCF Ask Us, time is running out quickly. email: info@gh2benefits.com Phone 855...

Poker Pro Makes A Common Financial Mistake 30.07.2021

What YOU Can Learn From A Poker Pro's Errors | Financial Fluency   Lots and lots of people attempt to equate the term 'gambling' wrongly. Poker is a probability-adjusted game. NOT pure randomness, with inferior payouts, like roulette.  Landon Tice VS Bill Perkins High-Stakes Showdown received a lot of attention in the global poker community.  Poker pro Landon Tice "spotted" Bill Per...

COBRA, Unemployment Benefits & Health Insurance (Under Bidencare) 15.07.2021

COBRA, Unemployment Benefits & Health Insurance (Under Bidencare)  In This Broadcast: 0:00 Introduction and Medicare ABCs (Masterclass Edition) 3:17 COBRA and Bidencare: Important Updates 11:00 If You Have/Will Receive Unemployment Benefits, Health Insurance Discounts Available Now   Link to COBRA Document: https://www.dol.gov/sites/dolgov/files/EBSA/about-ebsa/our-activities/resourc...

Medicare Advantage Report & Biden Orders An End To Surprise Medical Bills | Weekly Update 12.07.2021

Medicare Advantage Report & Biden Orders An End To Surprise Medical Bills | Weekly Update   In This Broadcast:  0:00 Intro: Unemployment Benefits? Health Insurance Premiums Can Be Zero... 4:30 Medicare Advantage Looks Bad, But The Article Is Incomplete 14:27 Medicare ABCs on GH2 Unfiltered  16:09 Biden Orders An End To Surprise Medical Bills: Now The Hard Part, Getting It To Wor...

Medicare 2022 Preview & See Me After Class 01.07.2021

Medicare 2022 Preview & See Me After Class | Weekly Update   In This Podcast: 0:00 Introduction 0:49 Medicare ABCs is exclusively for GH2Unfiltered.com subscribers 1:50 Social Security COLA Projections Are Arriving, Don't Get Too Happy 6:43 Medicare Advantage competition will continue to grow 13:36 Medicare Advantage means you need to understand networks 17:36 See Me After Class (the bann...

Healthcare Costs and Retirement | My Interview 22.06.2021

A Cohesive, Comprehensive Approach Is Best Our YouTube era means that people want the complete answer in 10 minutes. That is fine if you want to get some overall ideas, BUT it cannot be a complete answer. My interview on thestreet.com with Robert Powell on thestreet.com 0:00 Introduction 1:45 Health Insurance is not the same thing as Health Care 5:14 The Integrated Approach 8:08 Healthcare Cost Pl...

Applying For Insurance Yourself Can Go Very Wrong | Weekly Update 21.06.2021

Applying Yourself Can Go Very Wrong | Weekly Update   People will think it is for commercial reasons only. Nah. In This Podcast: 0:00 Intro 2:30 Real-Life Case #1 Full-time employee, Medicare-eligible, loses health insurance 14:01 Real-Life Case #2 Married couple plans on retiring 23:29 COBRA works ONLY UNDER EXCEPTIONAL CIRCUMSTANCES and ONLY for a limited time 24:42 ACA Survives Another Sup...

Medicare Information | Why Getting Fragments On YouTube Can Be A Problem 18.06.2021

Medicare Information | Why Getting Fragments On YouTube Can Be A Problem This Podcast is a Free Sample of the Information on GH2Unfiltered.com In This Broadcast: Medicare information is consumed in fragments, and YouTube runs the video world. That can lead to a list of problems. a. Wrong terminology used, leaving you in a haze where the terminology is EXACT and LEGAL in nature. "You know, I kinda...

Medicare Isn't Scary | Never Forget These 5 Things 14.06.2021

Medicare Isn't Scary | Never Forget These 5 Things   Watch on YouTube here. In This Broadcast 0:00 Introduction 1:00 New, Improved Website | New Resources Center! 9:00 Individual Health Insurance Deadline Approaches 14:14 Is The Public Option Dead Already? 22:02 Medicare: Never Forget These 5 Principles Keep updated by subscribing to the many free resources.   Don't forget GH2 Unfiltered...

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