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.