Inheritance Planning Made 123Easy
Welcome to Inheritance Planning Made 123Easy, where father-son duo David and Ian Schaeffer bring a family-centered approach to inheritance planning, retirement security, and building legacies that last. As part of American Retirement Advisors, David and Ian have helped countless families protect what matters most and ensure that what they’ve built is preserved for generations to come. In each episode, they’ll walk you through the essential steps of inheritance planning, from organizing vital documents to protecting assets, minimizing taxes, and communicating family values and goals. With a focus on the “3 P’s” of inheritance planning—Prepare, Protect, and Preserve—they’ll show you how to align today’s financial choices with tomorrow’s family needs, keeping relationships and family dynamics at the heart of the process. David and Ian don’t just talk about inheritance planning for clients—they bring their own family into the conversation. Join them as they discuss the plans David is putting in place for Ian, his sister, and granddaughter, sharing personal stories and expert insights to help you make confident decisions for your loved ones. Whether you’re just starting your inheritance planning journey or refining an existing strategy, Inheritance Planning Made 123Easy offers clear guidance, real-life examples, and practical advice at every stage. Ready to take the next step? Tune in, and let’s make inheritance planning simple, supportive, and family-focused!”
Episodes
Come explore this deep dive into our newest book!
Listen to the November 2021 American Retirement Advisor Newsletter as David Edge brings the words to life.
Need a hard copy to Read along?
Here is a link to download the PDF: https://bit.ly/3usAwPK
Workshop Registration:
Full schedule on: www.123EasyMedicare.com
Social Security Made 123Easy:
https://www.tfaforms.com/4681262?tfa_1928=65
Retirement Income Planning Made 123Easy: ...
Listen to the October 2021 American Retirement Advisor Newsletter as David Edge brings the words to life.
In this Month's Reading:
- BOO!
- AEP Tips
- Howl-O-Ween!
- Scary Stuff!
- Blood Pressure Meds and Cognition Studies
- Financial Tip
- More [Medi-care-eez]™️
- Medicare@Work
- Medicare and Moving Madness
- “I Can Help!”
Need a hard copy to Read along?
Here is a ...
Medicare’s Annual Election Period (AEP) creates a great opportunity for folks to make changes to their Medicare plans. BUT, what about Medigap/ Medicare Supplement plans?
Can you use AEP to make changes to supplement/medigap plans?
Switching from a Medigap to a Medicare Advantage plan and vice versa?
What about those qualifying medical questions?
Not sure what you can change during AEP?
Adam will...
Medicare’s Annual Election Period (AEP) creates a great opportunity for folks to make changes to their Medicare plans.
Will your current plan cover everything you need in 2022?
What changes can you make during AEP?
Losing your doctor? Want to change prescription drug plans?
Adam explains how important it is to have a complimentary plan review EVERY year. Now is the time to schedule your meeting with your advisor to make sure ...
Every year between Oct. 15 and Dec. 7, you have an opportunity to make changes to your Medicare plan. Why? Because you may not have changed, but your plans may have changed on you! Have you had your Medicare plan review yet? If not, you might be missing out on important opportunities. We can help!
Adam will go over why this plan review is so important every year in this week's episode of 65 and Counting!
Listen to the September 2021 American Retirement Advisor Newsletter.
In this Month's Reading:
- AEP Tips!
- Super Good and Getting Better!
- Is it Fall Yet?
- No Bacon for Spot!
- New Furry Friend!
- More [Medi-care-eez]™️
- Medicare@Work
- Financial Tip
- Let’s make Medicare 123Easy for Everyone
- Start. Stop. Start! - Success Story
- Prepare for your Medicare Annual Review!
Need a hard copy to Read along?
Here is a link to down...
When you are new to Medicare, you get a welcome wellness gift!
You are welcomed to your plan with a complimentary special preventive visit.
At this visit, your doctor learns all about you! Because knowing all about YOU is essential to keeping you healthy!
Adam will go over more about this in this week’s episode of 65 and Counting.
Important information:
Workshop Schedule and Registration: www.123...
S1E63 Big move out of state?
In this week’s success story, we take a dive into a client's successful move from one state to another while keeping all the same great benefits they grew to know and love with their current Medicare plan!
Important information:
Workshop Schedule and Registration: www.123EasyMedicare.com
Call the office: 602-281-3898
Email Adam: Adam@AmericanRetire.com
Just get home from surgery and need help with meals? Some Medicare plans can deliver a tasty solution.
Adam will go over which plans include this helpful benefit in this week’s episode of 65 and Counting.
Important information:
Workshop Schedule and Registration: www.123EasyMedicare.com
Call the office: 602-281-3898
Email Adam: Adam@AmericanRetire.com
Listen to the August 2021 American Retirement Advisor Newsletter.
In this Month's Reading:
- Commentary is Tough!
- Happy Trails
- Things to Know About the Delta Variant
- A Bear-y Special Kindness
- More [Medi-care-eez]™️
- Medicare@Work
- Financial Tip
- It’s Coming! Don’t Miss the AEP Train!
- Preventative Research - Success Story
Need a hard copy to Read along?
Her...
Medicare Parts B and D can pay for medications, but how they pay and what they pay for are different. Avoid billing surprises by learning what medications Part B will cover.
What medications are covered under Part B: https://www.medicare.gov/coverage/prescription-drugs-outpatient
Important information:
Workshop Schedule and Registration: www.123EasyMedicare.com
Call the office: 602-281-3898
Email ...
Before you grab a ride, can you ride free with Medicare, and what kinds of free rides will your plans cover? Where exactly can I use my free rides to go?
Adam will go over which plans might include a helpful transportation benefit in this week’s episode of 65 and Counting.
Important information:
Workshop Schedule and Registration: www.123EasyMedicare.com
Call...
S1E58 Switching Med Sups is What’s Up!
In this week’s success story, we turned a frown upside down! We provided solutions when a birthday increased a client's Medicare supplement premium!
Important information:
Workshop Schedule and Registration: www.123EasyMedicare.com
Call the office: 602-281-3898
Email Adam: Adam@AmericanRetire.com
Can I keep contributing “Tax-Free” to my HSA after I go on Medicare?
What about using the money I've saved all those years after my Medicare starts?
We’ve got all those answers and more, this week on 65 and Counting!
We will help you avoid penalties by telling you when to stop contributing.
Stay or Go Analysis™ https://www.tfaforms.com/4688178
Workshop Schedule and Registration: www.123Easy...
Listen to the July 2021 American Retirement Advisor Newsletter.
In this Month's Reading:
- Summertime Fun Time!
- Our Founding Fathers
- Do You Know What BEFAST Means?
- Science Fiction or Strange Experience?
- More [Medi-care-eez]™️
- A Tiny Cannon
- Retirement and Travel
- COVID-19, Assistance Programs
- Switch from F to G?
Need a hard copy to Read along?
Here is a l...
To avoid errors, and rack up wins you need to know where to look - and what to ask.
Everyone benefits from Medicare experts helping plan your Medicare BEFORE you are eligible to enroll- particularly for avoiding penalties that can stick with you for life!
Certified Medicare Planners® will help YOU avoid penalties by telling you what you need.
Important information:
Workshop Schedule and Registration...
Annoyed with all the Medicare mail, ads, and celebrities telling you what Medicare plans are right for YOU or what you are missing? So are we!
Those mailers and TV ads are meant to scare and confuse YOU!
Don't respond to them!
Don't give them any information!
They are sales marketing tactics. Period!
We can teach you how to avoid mistakes and gimmicks and JUNK!
Important info...
This week we are digging into the archives to bring back a very important topic we seem to be getting more and more calls about!
How are you going to keep those pearly whites, pearly white once you're on Medicare? This week host Adam Frye chomps into all of your options for dental coverage after age 65 (and before)! What's the most cost-effective way and comprehensive way to make sure you're teeth get the ca...
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