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Retirement Planning Made Simple: A Practical Guide to Getting Things Done
There is a common misconception about planning for your retirement: that if you work your entire life,...
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There is a common misconception about planning for your retirement: that if you work your entire life, the government will take care of you once you retire. But this could not be further from the truth! There are many barriers to creating a sound retirement plan and knowing how components of retirement plans function and what retirement products will benefit you personally is an essential part of your planning. Retirement Planning Made Simple, gives an outline and the knowledge needed to navigate retirement on your terms and to make your investments work for you. This in-depth look at the inner workings of the components of retirement savings is a guidebook on how to get the most out of your savings.
Author: Jae Oh
Publisher: Allworth
Published: 06/24/2025
Pages: 240
Binding Type: Paperback
ISBN: 9781621538349
About the Author
Jae W. Oh, MBA, CFP is a chartered life underwriter and a chartered financial consultant. He is the managing principal of GH2 Benefits, based in Ann Arbor, Michigan, with individual and commercial clients nationwide. He is the chair of the Great Humanity Healthcare Foundation, Inc., a 501(c)(3) organization that provides financial relief to insured persons saddled with medical debt. He has frequently served as a panelist representing Humana Inc., one of the nation's largest providers of Medicare plans. He is a frequent public speaker to large and small groups, including the State Bar of Michigan, colleges, companies, library systems, and senior centers. He is widely quoted in the national media on financial and Medicare topics. He has a master's degree in business administration in accounting and finance from the University of Chicago, and a bachelor of arts degree in economics and political science from the University of Michigan, Ann Arbor. He has spent over a decade in international capital markets on three continents. He resides in Michigan.
Author: Jae Oh
Publisher: Allworth
Published: 06/24/2025
Pages: 240
Binding Type: Paperback
ISBN: 9781621538349
About the Author
Jae W. Oh, MBA, CFP is a chartered life underwriter and a chartered financial consultant. He is the managing principal of GH2 Benefits, based in Ann Arbor, Michigan, with individual and commercial clients nationwide. He is the chair of the Great Humanity Healthcare Foundation, Inc., a 501(c)(3) organization that provides financial relief to insured persons saddled with medical debt. He has frequently served as a panelist representing Humana Inc., one of the nation's largest providers of Medicare plans. He is a frequent public speaker to large and small groups, including the State Bar of Michigan, colleges, companies, library systems, and senior centers. He is widely quoted in the national media on financial and Medicare topics. He has a master's degree in business administration in accounting and finance from the University of Chicago, and a bachelor of arts degree in economics and political science from the University of Michigan, Ann Arbor. He has spent over a decade in international capital markets on three continents. He resides in Michigan.
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