Jae'$ Corner Podcast

COVID-relief bill might save you a LOT of health insurance money (or mistakes can leave too much $ on the table)  

In this podcast: Real-life example, this comes across to me very frequently. Client intends to open a Roth IRA account. Her income is 30,000 but has savings, enough to contribute the maximum towards a Roth or a traditional IRA. If she had chosen a traditional IRA, she would've saved over $1000 on her health insurance premium in 2021. If she chooses a Roth IRA, she can get future tax benefits (since capital gains, dividends and interest are not taxable later, however, the clients needs to be at least 59 1/2 and the account needs to be 5 years old).  Given that she has an income of 30,000, the extra $1000 due to lower health insurance premiums? That is very much worth considering. That is an individual's choice.  Not knowing the interaction exists? There is a reason for that, i.e. advisor don't know, and some even take pride, in knowing anything about health insurance. Except now, it involves taxes, because the health insurance subsidy is actually a tax credit.  

A good place to start estimating: https://www.healthsherpa.com/?_agent_id=jae-oh.

Your first call has no-obligation and is FREE https://calendly.com/justjae/30minBe sure to SUBSCRIBE to this Channel: bit.ly/2ZX9st7

CONNECT:

Sign up for the MYM Newsletter: http://eepurl.com/dhigN5

Maximize Your Medicare Facebook Group: https://www.facebook.com/groups/32134

Book website: http://www.maximizeyourmedicare.com

Twitter: https://twitter.com/JaeOhCFP

Twitter: https://twitter.com/MaxYourMedicare

How-To: Individual Health Insurance Errors Can Be VERY Costly  

In this podcast: 

a. See how expensive errors can be when selecting individual health insurance 

b. GH2 Unfiltered free segment: Bitcoin at $57,000, now what? 

c. Medicare ABCs presentations are in full swing

Your first call has no-obligation and is FREE https://calendly.com/justjae/30minBe sure to SUBSCRIBE to this Channel: bit.ly/2ZX9st7  

CONNECT: 

Sign up for the MYM Newsletter: http://eepurl.com/dhigN5

Maximize Your Medicare Facebook Group: https://www.facebook.com/groups/32134

Book website: http://www.maximizeyourmedicare.com

Twitter: https://twitter.com/JaeOhCFP

Twitter: https://twitter.com/MaxYourMedicare

Special Guest: Pianist Kevin Cole

Kevin Cole has been described in The Chicago Tribune as the "country's greatest living Gershwin pianist," and his first album, released in November 2020, has been described as "revelatory," and "...you don’t have to be familiar with every note of the Concerto in F to appreciate the power and stature of this recording, which can be considered as close to Gershwin’s intention as is possible at this late date." That is very high praise, indeed.

("A revelatory new recording of Gershwin’s landmark Concerto in F" By HOWARD REICH, CHICAGO TRIBUNE NOV 18, 2020): link

We discuss:

b. How he met the Gershwin family (!), 

c. Playing at Carnegie Hall, 

d. Recovering from a brain tumor, and 

e. What's next.

Kevin's contact email: [email protected]

#piano #Gershwin #Naxos

Individual Health Insurance SEP and Big Deal, Little Deal or No Deal?  

In this video: 

a. February 15 - May 15: Individual Health Insurance Tips (ones that people will miss) 

b. Big Deal, Little Deal, No Deal: Congress calls for Gamestop hearing 

c. Research reveals that Medicare Advantage carrier under DOJ investigation

Your first call has no-obligation and is FREE https://calendly.com/justjae/30min

Be sure to SUBSCRIBE to this Channel: bit.ly/2ZX9st7  

CONNECT: Sign up for the MYM Newsletter: http://eepurl.com/dhigN5

Maximize Your Medicare Facebook Group: https://www.facebook.com/groups/32134... 

Book website: http://www.maximizeyourmedicare.com

Twitter: https://twitter.com/JaeOhCFP

Twitter: https://twitter.com/MaxYourMedicare

Health Insurance Enrollment Tips and See Me After Class  

In this podcast:  

a. Individual health insurance (pre-65) Special Enrollment Period tips 

b. See Me After Class: Late Enrollment Penalty bill introduced may look like a good idea, but... 

c. Reminder about the Medicare Open Enrollment Period (through March 31, 2021)

Your first call has no-obligation and is FREE https://calendly.com/justjae/30min

​Be sure to SUBSCRIBE to this Channel: bit.ly/2ZX9st7  CONNECT: Sign up for the MYM Newsletter: http://eepurl.com/dhigN5

​Maximize Your Medicare Facebook Group: https://www.facebook.com/groups/32134

Book website: http://www.maximizeyourmedicare.com

​Twitter: https://twitter.com/JaeOhCFP

​Twitter: https://twitter.com/MaxYourMedicare

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 efforts here: https://www.thestreet.com/retirement-daily/

Free offer: First-time subscribers to GH2 Unfiltered will receive a copy of Maximize Your Medicare free, including shipping, anywhere in the lower 48 states.

For further details and tips: https://www.gh2unfiltered.com

Your first call has no-obligation and is FREE https://calendly.com/justjae/30min

Be sure to SUBSCRIBE to this Channel: bit.ly/2ZX9st7  CONNECT: Sign up for the MYM Newsletter: http://eepurl.com/dhigN5

Maximize Your Medicare Facebook Group: https://www.facebook.com/groups/32134

Book website: http://www.maximizeyourmedicare.com

Twitter: https://twitter.com/JaeOhCFP

Twitter: https://twitter.com/MaxYourMedicare

(Game) Stop the Presses: Individual Health Insurance OEP, GameStop of Course, and TB12 the Sorcerer

Medicare Enrollment Improved and Medigap Extra Benefits  

In this video: 

a. The BENES Act has been adopted into law, which  make things better, but there are still problems. 

b. What to consider when receiving a Medicare Advantage letter from your doctor or hospital. 

c. Medigap carriers adding extra benefits.

Free offer: First-time subscribers to GH2 Unfiltered will receive a copy of Maximize Your Medicare free, including shipping, anywhere in the lower 48 states.

For further details and tips: https://www.gh2unfiltered.com

Your first call has no-obligation and is FREE https://calendly.com/justjae/30min

Be sure to SUBSCRIBE to this Channel: bit.ly/2ZX9st7  CONNECT: Sign up for the MYM Newsletter: http://eepurl.com/dhigN5

Maximize Your Medicare Facebook Group: https://www.facebook.com/groups/32134

Book website: http://www.maximizeyourmedicare.com

Twitter: https://twitter.com/JaeOhCFP

Twitter: https://twitter.com/MaxYourMedicare

COVID and Life Insurance  

A very recent article points out that life expectancy in the US is likely to drop by a full year as a result of the pandemic. This has powerful implications regarding life insurance.   

For further details and tips: https://www.gh2unfiltered.com 

Free offer: First-time subscribers to GH2 Unfiltered will receive a copy of Maximize Your Medicare free, including shipping, anywhere in the lower 48 states.  

Your first call has no-obligation and is FREE https://calendly.com/justjae/30min

Be sure to SUBSCRIBE to this Channel: bit.ly/2ZX9st7  CONNECT: Sign up for the MYM Newsletter: http://eepurl.com/dhigN5

Maximize Your Medicare Facebook Group: https://www.facebook.com/groups/32134

... Book website: http://www.maximizeyourmedicare.com

Twitter: https://twitter.com/JaeOhCFP

Twitter: https://twitter.com/MaxYourMedicare

Maximize Your Medicare Podcast

This weekend is NFL Divisional Playoff, so we're early....

In this Podcast:  1. Medicare Advantage Open Enrollment Period (OEP): Yet another window 2. Fix Medicare enrollment errors between Jan 1 - March 31 3. JPMorgan/Berkshire Hathaway/Amazon health care venture fails, duh 4. Big Deal, Little Deal, No Deal: Medigap carrier changes the rules  Subscription to GH2 Unfiltered: https://www.gh2benefits.com/membership-account/membership-levels/ Your first call has no-obligation and is FREE https://calendly.com/justjae/30min Sign up for the MYM Newsletter: http://eepurl.com/dhigN5 Maximize Your Medicare Facebook Group: https://www.facebook.com/groups/32134... Book website: http://www.maximizeyourmedicare.com Twitter: https://twitter.com/JaeOhCFP