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...

Author

American Retirement Advisors

Category

Education

Podcast website

www.65andcounting.com

Latest episode

Jul 10, 2026

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Episodes

S1E65 September 2021 Newsletter Reading- The American Retirement Advisor 01.09.2021

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 cop...

S1E64 Welcome to Medicare Wellness Visit 23.08.2021

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 August 2021 Success Story 17.08.2021

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

S1E62 Sink Your Teeth into Free Meals! 10.08.2021

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

S1E61 August 2021 Newsletter Reading - The American Retirement Advisor 03.08.2021

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? Here is a link to download...

S1E60 Part B Drug Benefits Explained 26.07.2021

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...

S1E59 A Free Ride with Medicare? 19.07.2021

Planes, trains, or automobiles?  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 the...

S1E58 Switching Med Sups is What’s Up! 12.07.2021

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

S1E57 HSAs - Beware Before Medicare 05.07.2021

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...

S1E56 July 2021 Newsletter Reading- The American Retirement Advisor 28.06.2021

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:...

S1E55 Avoid pesky Part D penalties! 21.06.2021

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...

S1E54 Medicare Junk Mail anyone? 14.06.2021

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:...

S1E53 [ENCORE] - Sink your teeth into some juicy dental benefits! 07.06.2021

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...

S1E52 June 2021 Newsletter Reading 31.05.2021
S1E51 People look to the stars for answers…. But is that how to choose your Medicare? 25.05.2021

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...

May 2021 Success Story - Do Couples Have to Share Everything? 17.05.2021

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...

Smart Watches, Vitamins, Water picks, Oh My!!! 10.05.2021

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...

May 2021 Newsletter The American Retirement Advisor 2021 Featuring...Medicare Supplement Rates on the Rise. 03.05.2021

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...

Protect and Disconnect! 26.04.2021

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...

Dad & Chinese Checkers! Success Story April 2021 19.04.2021

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...

Gym? Health Coach? Free Meals!!? Your Medicare Plan might include all of this and more 12.04.2021

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...

S1E44 Poking around the Covid-19 Vaccine... 05.04.2021

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...

The American Retirement Advisor April 2021 featuring... Medicare's Dirty Secret 29.03.2021

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...

S1E42 - Long Term Care insurance... What is it? Who Needs it? And why? 22.03.2021

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 the unexpected? - March 2021 Success Story 15.03.2021

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...

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