Inheritance Planning Made 123Easy
engelsk
Videnskab & teknologi
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Læs mere 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!”
Alle episoder
69 episoder
Medicare Made 123Easy - Updated with new Bonus Chapters!
Come explore this deep dive into our newest book!
S1E70 November 2021 Newsletter Reading of The American Retirement Advisor
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: https://www.tfaforms.com/4913814?tfa_1928=65 Call to register: 602-281-3898 Email Adam: Adam@AmericanRetire.com
S1E69 October 2021 Newsletter Reading- The American Retirement Advisor
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 link to download the PDF: https://bit.ly/3usAwPK Workshop Registration: Full schedule on: www.123EasyMedicare.com Social Security Made 123Easy: Click here to register [https://www.tfaforms.com/4681262?tfa_1928=65 ] Retirement Income Planning Made 123Easy: Click here to register [https://www.tfaforms.com/4913814?tfa_1928=65 ] Call to register: 602-281-3898 Email Adam: Adam@AmericanRetire.com
S1E68 What do do with your Medigap during AEP
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 go over some helpful details about Medigap/Supplement plans on 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
S1E67 AEP- Time for a Medicare Plan Review
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 you are getting all the benefits you need. Adam will go over more about this 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
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