Imma Justa Guy

I can understand that it is very, very difficult for the public to tell “who knows what.” I probably go overboard, in that I am trying to communicate language that looks and feels like I am just any ‘ole dude. It is no coincidence that there are typos and “yanno” in my sentences.

Ultimately, that is absolutely true, and no one will convince me otherwise.

About Me That Not Many Know

Known: I am not focused on self-promotion, it is very unnatural for me.

I was raised in a small town, by very supportive parents. Like many. I went to public school, I got a job. I went to graduate school like no other (UChicago Booth). I went to Manhattan and then around the around the planet multiple times, seeing financial events firsthand, from the playing field, that would make you croak.

Once in a lifetime event? I have seen five, at least, from the very front row. I might be the Forrest Gump of finance, nameless and faceless, but there.

I wrote a book (, because I realized how far off-track people were (and are), when considering financial products. Medicare was easy, obvious, and vital. It is a simple, single example of financial common sense. Fast forward to today: Jae’s Corner is to explain more examples, both simpler and more complicated. I joined a non-profit, the Alliance for Lifetime Income (, because annuities are another example of financial products that people do not understand, but should. That doesn’t mean that annuities are for everyone, but to dismiss without thought, simply because you saw a commercial that point out negatives, which can be easily answered and disputed? I am personally disgusted.

Next: CFPs Will Be Able To Attend My Presentation

I will be presenting at the Financial Planning Association’s Annual Conference, in Columbus OH. You know it must be a big deal: a Wolverine (me) will head to enemy territory, during the autumn, no less =). I’m not one of those, calm down.

It’s Not The First Time

I have presented at this national conference in Nashville TN a couple of years ago.