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
Podcast website
Latest episode
Nov 8, 2026
Where to listen?
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Episodes
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 13:37
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!
S1 E8: July Newsletter Reading! Hear David Edge read classic articles written by the team at American Retirement Advisors! 20.07.2020 22:00
This week we've got David Edge back on the show to bring our July Newsletter to life! Listen to him read classic articles from the American Retirement Advisor Newsletter. Also, host Adam Frye has some big news for Las Vegas residents!
S1:E7 - The Alphabet Soup of Medicare! Part A? Part B? Take a look at Original Medicare in this weeks Educational Spotlight 13.07.2020 8:05
This week we've got our first ever Educational Spotlight! Host Adam Frye shines a light on Original Fee-For-Service Medicare. Ever wondered what Part A and Part B really mean? What is it? Where did it come from? What does it do? What do people do with it. Take a quick look on this weeks episode!
S1:E6 Viva Las Vegas! Meet our Senior Advisor Marc Frye who runs our Nevada branch. 06.07.2020 26:58
S1:E6 Viva Las Vegas! Meet our Senior Advisor Marc Frye who runs our Nevada branch, hear more happy clients, and much much more.
S1E5 - Success Story of the Month! Learn how one man's struggle with high insulin cost was resolved! 29.06.2020 11:16
This week host Adam Frye dives deep in to the June Success Story. Hear American Retirement Advisors Success Story of the month, where one man learned his special options in the Medicare world to accommodate extra costs associated with diabetes. Learn why the cost of insulin is so high, and what options insulin dependent diabetics really have when it comes to Medicare!
S1E4 - Why Am I Me? Medicare Moment? All this and more in the June Newsletter Reading Episode! 23.06.2020 23:05
For years, American Retirement Advisors has published a monthly newsletter. Now it's available to listen to right from your devices! This week host Adam Frye has Certified Medicare Planner® and Senior Advisor David Edge read June's Newsletter right to you!
S1E3 -Meet World Traveler and Warmly Engaging David Edge - Advisor Spotlight 15.06.2020 32:43
David Edge Executive Vice President He brings over 30 years of executive level experience in the financial services industry. When he is not helping clients plan for retirement, he is writing for our blogs, books, and radio show.
S1E2 - Advisor Spotlight - Sharon Colbert-Groves 08.06.2020 27:38
Sharon has a soft-spoken and gently guiding personality. Her past business background includes interfacing with the Pentagon and employer health plan experience and her hobbies include motorcycles! She attended a 123easy Medicare workshop years ago while as a benefits professional and immediately said "I want to help people the way this group of experts is making Medicare easy!' After m...
S1E1 - What Do Happy Clients and a Best Selling Author Have in Common? 18.05.2020 33:13
Meet our host Adam Frye , hear some client testimonials, and enjoy an interview with the best-selling author on Medicare, David P. Schaeffer – CEO of American Retirement Advisors , and Chief Architect with The Medicare Architects .
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