Inheritance Planning Made 123Easy

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 link to download the PDF:...

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 Registra...

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 information:...

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 yo...

There is more to choosing a plan than just how many stars it has.  Besides looking at ratings, plans need to match your needs for doctors, and hospitals too. Learn about star ratings in this week's 65 and Counting episode. Get in touch: Email: Adam@americanretire.com Direct Phone: 602-281-3898  National Helpline: 877-220-1089 Online at: 65andCounting.com More Videos: https://www.youtube.com/c...

Medicare says you don't have to share with your spouse!  Listen to this month's Success Story about a couple that learned why they don't have to have the same Medicare plan and still be blissfully happy.  Get in touch: Email: Adam@americanretire.com Direct Phone: 602-281-3898  National Helpline: 877-220-1089 Online at: 65andCounting.com More Videos: https://www.youtube.com/channel/U...

Where do you actually get the OTC Medicare freebies you hear about on TV!? In this episode, Adam will tell you exactly what Advertising you hear means by "free at the pharmacy".  Medicare Supplements Episode: https://open.spotify.com/episode/0VweyZlojBUBREoVBOrc7N?si=iGdDemrrQ_GA9VAF-S1Aug Fitness Episode: https://youtu.be/IZCTJF3dka4 Get in touch: Email: Adam@americanretire.com Direct P...

Listen to the May 2021 American Retirement Advisor Newsletter-  Featuring: - Status Quo! - What was the best year of your life? - May Rituals - what are yours? - Herd Immunity Thoughts - Mixed Medicare Marriage? - Medigap Rate Increases - Medicare Basics Even if You're Not Eligible Yet - Asset Preservation Crystal Ball? Want more? www.123EasyMedicare.com www. AmericanRetire.com Direct Line: 6...

Don't let scammers intimidate you - just hang up!  Protect your personal info! In this episode, Adam tells you what to do to keep your identity safe when scammers pull out the stops to intimidate you for information. Report 'em: WWW.SSA.GOV/ANTIFRAUDFACTS Stop the scammers and just hang up! Get in touch: Email: Adam@americanretire.com Direct Phone: 602-281-3898  National Helpline: 877-22...

This month we helped a client with getting her Dad all the Medicare benefits he was entitled to with one phone call!  We can help you with Medicare so you can help your parents too. In one move! Get in touch: Email: Adam@americanretire.com Direct Phone: 602-281-3898  National Helpline: 877-220-1089 Online at: 65andCounting.com More Videos: https://www.youtube.com/channel/UCRwjXCIvBwDi7bnUK_N1JWg A...

This week on 65 and counting we explore the ever-popular "Fitness Benefit" that is included in many Medicare Advantage and Medicare Supplement plans across the country. We break down the types of benefits, as well as a couple of the major programs you likely already know and love (Silver Sneakers™️ and Silver and Fit™️) Hope you enjoy the episode! - Adam Frye Get in touch: Email: Adam@am...

By now you've probably felt a few pokes from the Covid-19 vaccine, but what exactly is it? And how does Medicare cover it?   Join host Adam Frye on this episode of 65 and Counting as he "pokes around" the vaccine and Medicare in simple terms. Link to download the Newsletter: https://bit.ly/3b6PDq6 Direct Line: 602-281-3898 Email: Adam@AmericanRetire.com Sources: https://www.mayoclin...

Listen to the April 2021 American Retirement Advisor Newsletter.  Featuring: - Medicare's Dirty Insolvency Secret no one is talking about. - How to Get to a Yes! - Welcoming Spring! - Life after the Vaccine. - Sweating the Small Stuff! - Social Security Tips - Medicare Planning for Employers - Helping Parents with Medicare Success Story Want more? www.123EasyMedicare.com www. AmericanRetire.c...

Without proper planning, the costs and decisions will fall on your loved ones... In this week's episode, we tune into a conversation between our top Advisors at American Retirement Advisors. These experts share their thoughts about Long Term Care Insurance, long-term planning, and hurdles many folks have faced in the past.  Most importantly they share their solutions and guidance. Planning co...

Are you prepared for unexpected long-term medical care and expenses? Do you want to avoid putting a financial burden on loved ones for your care? Our success story will show you how our Advisors can help you with both providing options and planning so you can be prepared for the unexpected. Need a hard copy of the March Newsletter to see the Success Story Article? Here is a link to download the PD...

On-the-spot answers- from our Advisors (including the David's you know and love) giving you answers to help you get the most out of your Medicare plans!  Should you use GoodRx with Medicare? See what the experts say. More Important Helpful Links: Check out the Medicare Moment (blog) https://123easymedicare.com/the-medicare-moment/ Find the Medicare Moment: Subscribe now! https://www.youtube.c...

Listen to the March 2021 American Retirement Advisor Newsletter.  In this Months Reading: - Feelings or Facts? - March On! - COVID Depression... - Why am I Me? - Financial Tip - Medicare@Work - COVID-19 Vaccine, what is it and how does it work? - Costs to much! Need a hard copy to Read along? Here is a link to download the PDF: https://bit.ly/3b6PDq6   Workshop Registration: Full schedule on: www....

What happens when you lose your social security card or worse it is stolen? In this Success Story episode, we walk you through how to get your card replaced.  For stress-free guidance, call our office at 877-220-1089  we can help!

In today's episode, Adam talks about how Medicare works when you are traveling. This is one of the most popular questions in our workshops too! Find out what is covered from Tucson to Tokyo so your travel is not interrupted with worry about coverage. Do you need more coverage than what Medicare offers? Tune in to find out.

Today we are sharing some actual client care call stories with happy solutions. From insurance card confusion for obtaining medication, surprise rate increases,  and confusion about IRMAA surcharges. Whether you are a client or not, answers are just a call away. Our Medicare Client Care Team is...Here to Help!

In this issue of the newsletter, join in our optimism for the coming year, ooh la la...how about an International idea for expressing your love on Valentine's day, is sitting too much affecting your health, what do you do in the dark without a flashlight and a bull, medical costs should be included in your financial planning, do your HR partners need Medicare superpowers, when your provider l...

Suddenly your doctor won't see you! You've had the same Medicare Advantage plan for years - well, sometimes plans can change on you! It's important to review your plans every year. Luckily for this member, his doctor knew about what we do and referred him to us so we could help him. When was the last time your Medicare plans were reviewed to make sure they still meet your needs? Con...