American Retirement Advisors

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 fo...

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Author

American Retirement Advisors

Category

Education

Podcast website

www.65andcounting.com

Latest episode

Nov 7, 2026

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Episodes

S1:E33 Not sure if your Employer/Retiree group insurance is better than Medicare? 19.01.2021

How do you begin to compare your current employee group health insurance to the 5000+ different Medicare Options? What about Retiree group health insurance? Do I need Medicare if I want to keep working? What about my spouse? If any of these questions are running through your mind right now tune in! Adam goes over American Retirement Advisors proprietary tool called the Stay or Go Analysis to help...

S1:E32 Hey HR Teams! Let us take Medicare off your plate in 2021! 11.01.2021

Hey HR Teams! Let us take Medicare off your plate in 2021!  Here is how The Medicare Architects' unique team of experts can help you succeed at one of your company's goals- What HR team doesn't want a solution for reducing their benefits management load. We have it for you! Learn how The Medicare Architects manage everything Medicare for you and your employees. Making Medicare 123Ea...

S1E31 The American Retirement Advisor January 2021 04.01.2021

Listen to the January 2021 American Retirement Advisor Newsletter.  David Edge brings our stories to life, as we reflect on 2020 and look to 2021 we thank all of our wonderful clients for staying safe and tuning in. Cheers to 2021!  Information on Workshop Registration: Full schedule on: www.123EasyMedicare.com Call to register: 602-281-3898 Email Adam: Adam@AmericanRetire.com

S1:E30 What is a Special Needs Plan? Do you or a friend qualify? Find out in this weeks episode! 28.12.2020

Many people considering Medicare are unaware of plans available offering unique and helpful benefit considerations for individuals with certain medical conditions or financial needs. They are called Special Needs Plans. Do you know of someone who could benefit from this type of coverage, both in services and reduced costs? Tune in to the show to learn more about these plans to see if someone you l...

S1:E29 Success Story of the Month! (Reading from February 2019) 21.12.2020

"I like my plan but I'm losing my doctor!" is not something you want to face when you need care. The success story this week talks about how we were able to help a client facing this dilemma and how to avoid it in the future.

S1E28 What is this Part B Surcharge (IRMAA)? 14.12.2020

IRMAA? Who is that? Well... it's really more 'what's' that?  In case you received a letter from Medicare expressing some unexpected surcharges to your Medicare premium, the show today might provide some answers to 'what' those charges mean.

S1:E27 Advisor Spotlight on Kyle Jacobs 07.12.2020

This week meet Kyle Jacobs, who is as wonderfully charismatic as his father-in-law and mentor, David Edge! Kyle is genuinely devoted to helping people. From his past work with the Chamber of Commerce to Real Estate to Medicare advisement, his warm-hearted approach highlights his desire to ensure clients' decisions are confident and meet their needs first. Kyle shows his clients why the 123Eas...

S1E26: The American Retirement Advisor December 2020 30.11.2020

David Edge narrates the December issue of our newsletter that is filled with 2020 reflections, unique times, overcoming challenging moments, positive outlooking, and engaging in memories and things that are fun!  We thank all of our listeners for following our talk show stream since freshly launching this year.  Here's to a celebration of healthy new beginnings in 2021.

S1:E25 Educational Spotlight - Medicare Enrollment Periods 16.11.2020
S1E24 - 65andCounting Success Story March 2018 14.11.2020

This success story is about a client who was stressed and confused about Medicare coverage for an upcoming medical procedure and was calmed by having a team of experts readily available to answer his questions. We can help! Free Informational Medicare Workshops: www.123EasyMedicare.com Want to meet with a Certified Medicare Planner? 602-281-3898 More questions for Adam? adam@americanretire.com

S1:E23 In this episode, we are going to introduce you to a very special guest Anthony Miguel from Cigna. We want to show you how we interact with our carrier partners in the Industry. Partners like Anthony are why the Advisors at American Retirement Advi 09.11.2020

Welcome to our first-ever Industry interview! In this episode, we are going to introduce you to a very special guest Anthony Miguel from Cigna. We want to show you how we interact with our carrier partners in the Industry. Partners like Anthony are why the Advisors at American Retirement Advisors are able to take such good care of their clients. Sit back and enjoy as Anthony proudly shares how Cig...

S1:E22 The American Retirement Advisor Newsletter 2020 02.11.2020

Positive hopes for a fresh 2021, root cellars kept us stocked with essentials, is a flu shot recommended this year, social security news and considerations for savings opportunities, is Medicare on the benefits menu for your open enrollment, maximize those Medicare Advantage benefits before they expire Dec 31, don't wait till the last minute to make sure your Medicare plan has not changed cop...

S1 E21: Education Spotlight - Part D Prescription Drug Plans 26.10.2020

This episode talks "dollars to donuts" about Part D plans or stand-alone prescription drug plans. Why you need a drug plan to avoid a penalty? How do you get one? Did you know the cheapest plan premium doesn't mean your medications will cost the lowest! Did you review your plan for 2021? Did it change on you?

S1 E20: Success Story - Did we Mess Up? 19.10.2020

Remember, generally, if you are working past age 65, and have creditable coverage you can stay on your group plan with no penalties moving to Medicare later. Here is a success story with a happy ending! Meet with us long before you need to enroll. We can help you confirm your glide path to Medicare too!

S1 E19: Annual Election Period - Advisor Roundtable 12.10.2020

Medicare AEP is here! This is a golden opportunity for YOU! Our advisors are ready to help to make sure your Medicare plan is STILL right for you. Hear some real stories about clients who benefited from an AEP meeting with our real advisors who give them real solutions! We review our clients' plans every year because plans can change on YOU! Enjoy this special episode featuring an Advisor Rou...

S1 E18: Success Story - Saving thousands during Medicare's Annual Election Period 05.10.2020

Did you know we offer priceless peace of mind every Annual Election Period? There is no charge to review your Medicare plans annually to ensure your coverage continues to be appropriate for you. Your prescriptions might not change, but your drug plans can change on you!  How long has it been since you reviewed your plans? Seize the moment for a plan review. Let us help you find some savings as we...

S1 E17: The American Retirement Advisor October Newsletter! Hear David Edge bring the Newsletter to life! 28.09.2020

Listen to the October American Retirement Advisors Newsletter here. Featured stories include: Boo who? Conjuring up treats, Flu armor to put on now, We are ready for AEP, are you? B or D for your meds, Medicare mazes managed, Two battling brothers and more. Information on Workshop Registration: Full schedule on: www.123EasyMedicare.com Call to register: 602-281-3898 Email Adam: Adam@AmericanRetire...

S1 E15: Educational Spotlight on Medicare Supplements! Freedom of Choice is one of many great benefits when you sign up for a Medigap Plan! 14.09.2020

Welcome back! This week host Adam Frye turns the educational spotlight on to Medicare Supplement or Medigap plans! Is freedom of choice important to you? Would you like to see virtually every doctor and go to any hospital in the United States without having to worry about network restrictions? Do you want to see a specialist without having to deal with getting a referral? Original Medicare with a...

S1 E16: Sink your teeth into Dental Coverage Options! Special Dental Episode! 11.09.2020

How are you going to keep those pearly whites, pearly white once you're on Medicare? This week host Adam Frye chomps in to 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 your teeth get the care they need? There are so many different options! We've helped thousands of people over the years keep...

S1 E14: Hear Certified Tammy Semler talk about finding her way to American Retirement Advisors and the joy she feels knowing she's helped her happy clients! 03.09.2020

It's Advisor Spotlight time! This week host Adam Frye takes some time to speak with Certified Medicare Planner Tammy Semler! Hear how she's helping folks in Mesa, Scottsdale, and all over the United States! We all got to know Tammy a little bit better after spending some time talking about her experience in and out of the Medicare field and how she found her way to becoming a Certified M...

S1 E13: The American Retirement Advisor September Newsletter! Hear David Edge bring the Newsletter to life! 28.08.2020

This week listen to American Retirement Advisors own David Edge bring September's Newsletter to life! Stay informed on the latest Medicare news in "The Medicare Moment", Hear our most recent "Success Story", get the most current "Financial Tip" and much much more! Information on Workshop Registration: Full schedule on: www.123EasyMedicare.com Call to register: 60...

S1 E12: Emergency?! Fear Not! The Success Story of the month and one man's relief in finding care out-of-network! 18.08.2020

This week host Adam Frye dives in to one of American Retirement Advisors Success Stories of the Month. One client and his wife found themselves in a real pickle! Or so they thought.... Learn how your network works in an emergency situation, or when you just need to use an urgent care! Don't forget to like and share with your friends and give us a "follow"! Important Workshop Registr...

S1 E11:On a Budget? There's a "Medicare Advantage" to planning with a Certified Medicare Planner! 17.08.2020

Today, Certified Medicare Planner Adam Frye shines the educational spotlight on Medicare Advantage Plans! Learn just what they are and what they do! Be sure to listen to the "Original Medicare" Educational Spotlight as well to be fully informed! Email Adam? Adam@AmericanRetire.com Looking for a workshop? WWW.123EasyMedicare.com Call our office? 602-281-3898 

S1E10: Human Resources? Employee? Retiring Senior? You had better listen to this Episode! Interview with the Medicare Architects own Loraleigh Drummond! 02.08.2020

This week host Adam Frye welcomes Loraleigh Drummond on the show to talk about The Medicare Architects. This week is especially important for Human Resources employees (learn how to score some SHRM credits) and retiring seniors! Loraleigh goes into detail about how The Medicare Architects are making the transition from employment to retirement smooth and simple. She'll let us know how it all...

S1 E9: What exactly is a Certified Medicare Planner? Find out why a Certified Medicare Planner (CMP) is 'all that and a bag of chips'! 27.07.2020

This week host and Certified Medicare Planner, Adam Frye explains what a Certified Medicare Planner is, and what they can do for you! He'll cover where the idea came from, what kind of training goes in to becoming one, and why they are superior to "run of the mill" agents! 

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