About the Author

Jae W. Oh, MBA, CFP
Jae Oh, CFP®, is a leading expert on Medicare and retirement healthcare planning, author of Maximize Your Medicare, and an Education Fellow at the Alliance for Lifetime Income. His work focuses on translating complex Medicare rules, contract structures, and cost-planning strategies into clear, actionable guidance for households across the country.
He brings a broader foundation built through extensive experience in complex financial markets—analyzing risk, incentives, and the mechanics of financial contracts—insight that directly informs his approach to healthcare and retirement planning.
He holds a BA in Economics and Political Science from the University of Michigan (Ann Arbor) and an MBA in Finance and Accounting from the University of Chicago (Booth). Formal training iand real-world experience n economics and finance underpins his work across insurance, market behavior, and long-term financial strategy.
About Maximize Your Medicare
Maximize Your Medicare provides clear, accurate information to help you navigate the complex Medicare system. With expert guidance from Jae W. Oh, MBA, CFP, you can make informed decisions about your healthcare coverage.
Comprehensive Guide
Expert Advice
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Media Appearances & Recognition
Jae W. Oh has been featured in various media outlets as a Medicare expert, including:
- National television and radio appearances
- Articles in major financial publications
- Regular contributor to healthcare and retirement planning forums
- Keynote speaker at industry conferences
For media inquiries or speaking engagements, please see our contact section below.
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