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March 31 Is An Important Medicare Date and Vanguard Lawsuit

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Manage episode 323934682 series 3017462
Content provided by Jae Oh, CFP, Author, Jae Oh, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jae Oh, CFP, Author, Jae Oh, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 CNBC article: https://www.cnbc.com/2022/03/15/vanguard-created-big-tax-bills-for-target-date-fund-investors-lawsuit-claims.html Actually, mutual funds, target-date retirement funds, robo-advisors, and certain ETFs can create unrecognized issues...until it's too late. Those issues can be larger than the benefit, depending on the situation. Yikes.

Short Term Disability Insurance | Is It Worth It?

"Millennial Jae" would definitely look at this. The probability of this occurring is "relatively high." The benefits pay the soonest, at the time it is most likely needed. That BALANCE makes it worth the look. While I don't suggest choosing this (or any financial contract without professional guidance, insuretech is moving forward on all fronts, full-steam ahead. Individual short-term disability has been difficult to locate, but with technology and the competitiveness of the market, I would highly suspect that will change, quickly.

Connect:
Affiliate, no-obligation link: https://bit.ly/34O8EwYNote: With every signup to Haven Life Insurance Agency, we may be paid a referral fee.

$$$ Free Prescription Discount Card: https://bit.ly/3vv2gpi🔥

Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s📆

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

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

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

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

--- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support
  continue reading

222 episodes

Artwork
iconShare
 
Manage episode 323934682 series 3017462
Content provided by Jae Oh, CFP, Author, Jae Oh, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jae Oh, CFP, Author, Jae Oh, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 CNBC article: https://www.cnbc.com/2022/03/15/vanguard-created-big-tax-bills-for-target-date-fund-investors-lawsuit-claims.html Actually, mutual funds, target-date retirement funds, robo-advisors, and certain ETFs can create unrecognized issues...until it's too late. Those issues can be larger than the benefit, depending on the situation. Yikes.

Short Term Disability Insurance | Is It Worth It?

"Millennial Jae" would definitely look at this. The probability of this occurring is "relatively high." The benefits pay the soonest, at the time it is most likely needed. That BALANCE makes it worth the look. While I don't suggest choosing this (or any financial contract without professional guidance, insuretech is moving forward on all fronts, full-steam ahead. Individual short-term disability has been difficult to locate, but with technology and the competitiveness of the market, I would highly suspect that will change, quickly.

Connect:
Affiliate, no-obligation link: https://bit.ly/34O8EwYNote: With every signup to Haven Life Insurance Agency, we may be paid a referral fee.

$$$ Free Prescription Discount Card: https://bit.ly/3vv2gpi🔥

Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s📆

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

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

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

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

--- Support this podcast: https://podcasters.spotify.com/pod/show/jaes-corner/support
  continue reading

222 episodes

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