Best Jae Oh Cfp Author Podcasts (2025)

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CassGPT Rips Virginia For This Medigap Rule Change 27:41

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4d ago27:41

27:41

CassGPT Returns! Medigap & Medicaid Updates Brief Description Cass is back—and just in time. In this extended episode of Jae’s Corner: Now It Makes Sense, Jae and Cass break down the unintended costs of Virginia’s Medigap birthday rule, the unraveling of Medicaid eligibility post-pandemic, and the looming threat to enhanced ACA subsidies (APTC). If…

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ChatGPT Interviews Me: United HeathGroup Investigation 18:58

1M ago18:58

18:58

ChatGPT Interviews Jae Oh: United HeathGroup Investigation UnitedHealthcare Under Federal Investigation: What Medicare Advantage Members Need to Know Now Brief Description UnitedHealth 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…

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United Healthcare Under Criminal Investigation 22:17

1M ago22:17

22:17

United Healthcare Under Criminal Investigation Jae 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 mil…

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ChatGPT & Jae Explain: POTUS Rx Fix 20:24

2M ago20:24

20:24

ChatGPT & Jae Explain: POTUS Rx Fix Brief Description Jae 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 Video 00:00:00 …

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ChatGPT & Jae Discuss: Markets Recover 19:30

2M ago19:30

19:30

ChatGPT & Jae Discuss: Markets Recover In 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 …

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ChatGPT & Jae Debate: POTUS Folds and Why It's Important 43:12

2M ago43:12

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 …

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Dr. Oz Is The New Head of Medicare 20:25

2M ago20:25

20:25

Dr. Oz Running Medicare? The Wild Truth Behind His CMS Takeover Brief Description Dr. 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 my…

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ChatGPT & Jae Emergency Pod: Global Markets Just Torched the U.S. Currency 17:41

2M ago17:41

17:41

ChatGPT & Jae Emergency Pod: Global Markets Just Torched the U.S. Currency Brief Description In 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…

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ChatGPT & Jae Discuss Tariff Chaos: The Rural‑America Ripple Effect 21:57

2M ago21:57

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. Expec…

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Jae & CassGPT Expose Powell’s “Higher‑for‑Longer” Reality Check 20:55

2M ago20:55

20:55

Jae & CassGPT Expose Powell’s “Higher‑for‑Longer” Reality Check Brief Description Smash 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…

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Listen, Like & Subscribe! 0:52

3M ago0:52

0:52

Listen, Like & Subscribe!

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ChatGPT and Jae Debate: Bond‑Basis Time‑Bomb and the End of ‘Home‑Bias’ Portfolios 30:49

3M ago30:49

30:49

Treasuries Gone Wild: Jae & Cass Expose the Bond‑Basis Time‑Bomb and the End of ‘Home‑Bias’ Portfolios Jae’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 dol…

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ChatGPT and Jae Debate: Is This the End of American Exceptionalism? 20:45

3M ago20:45

20:45

Dollar Down, Yields Up: Is This the End of American Exceptionalism? Brief Description In 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, t…

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ChatGPT and Jae Debate: The Tariff Pause, Market Surge & Political Spin 12:39

3M ago12:39

12:39

Was This Always the Plan? Breaking Down the Tariff Pause, Market Surge & Political Spin Brief Description CassGPT 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…

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US-China Trade War Escalates: Jae and ChatGPT Cass Discuss 19:12

3M ago19:12

19:12

US-China Trade War Escalates: Jae and Cass GPT Discuss Brief Description The 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 econo…

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Trade Wars: Are We Sleepwalking into Economic Chaos? 1:14:29

3M ago1:14:29

1:14:29

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 wh…

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China Fires Back and Cass [ChatGPT] Returns 12:18

3M ago12:18

12:18

China Fires Back and Cass [ChatGPT] Returns

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Jae Faces Off Against ChatGPT In An EPIC Debate Showdown 16:46

3M ago16:46

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 li…

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Why Medicaid, Not Tariffs, Is the Real Economic Crisis 1:08:17

3M ago1:08:17

1:08:17

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…

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Switching Roles With ChatGPT Changed Everything! 25:20

3M ago25:20

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 yo…

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March 31st Countdown: Critical Medicare Deadlines, Medicaid Shake-Ups, and Fed Takeaways 55:36

3M ago55:36

55:36

In This Pod Join 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 Video 00:00:00 The March 31st Deadline 00:01:00 Jae & Substack Info …

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Retail Investors Keep Buying? 16:38

3M ago16:38

16:38

Retail Keeps Buying? The Fed, Market Risks, and Retirement Insights Brief Description In 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 d…

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March Madness & Market Madness: Medicare, FEHB, VA Benefits & Economic Uncertainty 1:14:28

3M ago1:14:28

1:14:28

Brief Description: March Madness isn't just for basketball—financial markets, Medicare deadlines, and federal employee benefits are all in flux! 📉 In this deep dive, Jae breaks down the latest economic shifts, the impact of government cutbacks, and critical Medicare enrollment deadlines. If you're a veteran, federal employee, or just trying to navi…

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Financial Journalism Legend: Robert Powell, CFP 1:01:57

4M ago1:01:57

1:01:57

Financial Journalism Legend: Robert Powell, CFP In 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 workfo…

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If DOGE Called, Here's How To Fix Healthcare in the USA 1:09:57

4M ago1:09:57

1:09:57

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 lik…

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Exclusive Interview with World-Class Poker Pro Kevin Rabichow 1:14:41

1+ y ago1:14:41

1:14:41

Exclusive Interview with World-Class Poker Pro Kevin Rabichow Exclusive 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…

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Now You Know | Bond Buyers Wanted 33:15

1+ y 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…

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Good Debt, Bad Debt 55:17

2y 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

2y 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…

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

2y 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

2y 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…

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How To Solve Your Caregiving Crisis 28:54

2y 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

2y 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 …

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

2y 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…

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Medicare 2024 The End of Medicare Commercials? 43:23

2y 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 …

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How I'd Fix Medicare Advantage 34:01

2y 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…

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Another Tense Weekend For The Banking System 45:18

2+ 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…

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Silicon Valley Bank And You 1:03:15

2+ 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

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Are Medicare Brokers Acting In Your Interest? 52:13

2+ 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.

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

2+ 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…

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Medigap 2023 36:13

2+ y 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…

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

2+ y 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 …

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I Gave ChatGPT Two Personal Finance Quizzes 17:22

2+ y 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 …

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

2+ y 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…

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

2+ y 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…

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

2+ y 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…

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

2+ y 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…

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

2+ y 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

2+ y 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

2+ y 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…