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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American Retirement Advisors
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Podcast website
Latest episode
Jul 10, 2026
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Episodes
S1E40 Sneak peek at our EXCLUSIVE new video series. 08.03.2021 3:15
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...
[🎙NEWSLETTER] - March 2021 The American Retirement Advisor 01.03.2021 24:03
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....
S1E38 What happens when you lose your social security card or worse it is stolen? 22.02.2021 3:57
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!
S1E37 Traveling with Medicare! 15.02.2021 5:59
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.
S1E36 Client Care Success Stories with Adam 08.02.2021 6:10
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!
S1E35 The American Retirement Advisor February 2021 01.02.2021 21:59
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...
S1E34 Avoid Medicare Advantage Network Surprises! 25.01.2021 4:32
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...
S1:E33 Not sure if your Employer/Retiree group insurance is better than Medicare? 19.01.2021 6:00
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 7:24
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 17:54
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 7:23
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 4:41
"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 8:16
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 18:03
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 17:34
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.
S1E24 - 65andCounting Success Story March 2018 14.11.2020 5:22
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 19:59
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 17:06
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 14:19
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 8:00
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 48:37
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 6:07
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 17:45
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 14:42
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...
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