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 fin
YouTube Channel: https://bit.ly/3L1cjXJ
Newsletter: https://bit.ly/3u8TR8s
Email: jae@jaewoh.com
AI, Aging & Your Money: Dr. Chris Heye, CEO & Creator, whealthchat.ai
AI, Aging & Your Money: Dr. Chris Heye, CEO & Creator, whealthchat.ai
In this episode of Jae’s Corner, Jae talks with Dr. Chris Heye—CEO and founder of Wealthcare Planning and WealthChat.ai—about how artificial intelligence can help families and advisors handle the hardest topic in finance: cognitive decline. Together they explore the connection between health, wealth, aging, and how AI tools are changing the future of financial conversations.
In This Video
00:00:00 Introducing Dr. Chris Heye and WealthChat.ai
00:01:00 How health and wealth collide in real life
00:03:00 Why healthcare risks outweigh inflation or market risks
00:06:00 Planning for old age in America vs. other countries
00:08:00 Essential legal documents everyone should have
00:10:00 When financial decision-making starts to decline
00:13:00 How to talk to aging parents about money and health
00:18:00 Using AI to assess cognitive decline risk
00:22:00 Advisor-facing vs. consumer-facing chatbot tools
00:54:00 How AI will reshape the advisor-client relationship
9 Oct 2025
Gen X Is the Caregiving Generation — and It’s Killing Their Retirement
Gen X Is the Caregiving Generation — and It’s Killing Their Retirement
Jae Oh, Education Fellow at the Alliance for Lifetime Income, breaks down the 2025 Protected Retirement Income and Planning Study. He exposes why so many people say they’d choose guaranteed income but never act—and what’s really stopping them from protecting their future.**
In This Video**
00:00:00 The 2025 Protected Retirement Income and Planning Study Overview
00:00:45 Caregiving, Gender Gaps, and Financial Consequences
00:02:15 The Responsible Adult Female and Career Tradeoffs
00:03:10 How Caregiving Impacts Retirement Preparedness
00:04:05 Why Financial Plans Must Adjust After Life Changes
00:05:00 Gen X and the $100,000 Inheritance Question
00:06:15 Why Financial Advisors Rarely Recommend Annuities
00:08:00 The Missing Question: Why Not Act Now?
00:11:00 The Chaos of Multiple Accounts and Hidden Household Risk
00:16:00 What’s Really Stopping You from Protecting Your Income?
Social Media Post**69% of Gen X say they’d buy an annuity if they inherited $100K—so why don’t they do it now? Jae Oh breaks down the 2025 Alliance study and the real reason people stall on guaranteed income.
#RetirementPlanning #Annuities
✅ Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s✅ Free Medicare Guidance: https://bit.ly/4gBeoL6✅ Let's connect: https://linktr.ee/jaeohcfp✅ 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✅ Your private appointment https://calendly.com/justjae/ ✅Link to Free ACA Quoting Tool: https://bit.ly/FreeACATool📖 Book website: http://www.maximizeyourmedicare.com🐦Twitter: https://twitter.com/JaeOhCFP🐦Twitter: https://twitter.com/MaxYourMedicare✅email info at gh2benefits.com#personalfinance #finance #talk— Maximize Your Medicare by Jae OhAll insurance products sold through this site are processed through the licensed entity/agent: Jae Oh, NPN 15996497. We do not offer every plan available in your area. Currently we represent approximately 15 organizations which offer over 100 products nationwide. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
7 Oct 2025
Can AI Predict YOUR NEED for Long-Term Care? | Guest: Waterlily CEO
Long-Term Care Planning Transformed with AI | Guest: Waterlily CEO
Description:Join Jae as he interviews Lily Vittayarukskul, co-founder of Waterlily, in a comprehensive discussion on the future of long-term care planning. Lily shares her personal journey, the challenges of navigating family care, and how Waterlily’s AI-driven platform empowers both families and financial professionals. This interview explores the intersection of technology, finance, and caregiving, offering actionable insights for anyone planning for long-term care.Link: https://waterlily.comIn This Video00:00 – Introduction & Setting the Stage03:16 – Lily’s Personal Motivation & Background07:11 – The Family Experience: Navigating Long-Term Care11:40 – Identifying the Real Audience: Families vs. Advisors15:43 – The Wealth Management Industry & Adoption Challenges20:27 – Waterlily’s Predictive AI: How It Works26:32 – Financial Planning: Cost Projections & Policy Analysis32:45 – Return on Investment: Policies vs. Self-Funding36:41 – The Evolving Role of Advisors & Technology41:10 – Consumer Access, Final Thoughts & Closing✅ Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s✅ Free Medicare Guidance: https://bit.ly/4gBeoL6✅ Let's connect: https://linktr.ee/jaeohcfp✅Link to Free ACA Quoting Tool: https://bit.ly/FreeACATool📖 Book website: http://www.maximizeyourmedicare.com🐦Twitter: https://twitter.com/JaeOhCFP🐦Twitter: https://twitter.com/MaxYourMedicare✅email info at gh2benefits.com#personalfinance #finance #talk— Maximize Your Medicare by Jae OhAll insurance products sold through this site are processed through the licensed entity/agent: Jae Oh, NPN 15996497. We do not offer every plan available in your area. Currently we represent approximately 15 organizations which offer over 100 products nationwide. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
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