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 focus on the “3 P’s” of inheritance planning—Prepare, Protect, and Preserve—they’ll show you how to align today’s financial choices with tomorrow’s family needs, keeping relationships and family dynamics at the heart of the process.
David and Ian don’t just talk about inheritance planning for clients—they bring their own family into the conversation. Join them as they discuss the plans David is putting in place for Ian, his sister, and granddaughter, sharing personal stories and expert insights to help you make confident decisions for your loved ones.
Whether you’re just starting your inheritance planning journey or refining an existing strategy, Inheritance Planning Made 123Easy offers clear guidance, real-life examples, and practical advice at every stage. Ready to take the next step? Tune in, and let’s make inheritance planning simple, supportive, and family-focused!”
Inheritance Planning Made 123Easy
S1 E8: July Newsletter Reading! Hear David Edge read classic articles written by the team at American Retirement Advisors!
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!
Hello Happy People! Welcome back to another episode of 65 and COunting. I’m your host, Adam Frye. I’m a certified medicare planner and I’m here to ask the important questions you want answered by industry professionals. This show is for anyone and everyone who’s coming up on that important milestone of 65 years old. That means retirement, medicare eligibility, or you’re just plain interested in the world of retirement planning. Whatever it is, on this show you’ll hear from the people that know it best.
Welcome back! It’s time for another newsletter reading. This week we’re going to take a look at the July Edition of “The American Retirement Advisor” Newsletter. In just a moment we’ll welcome our very own Certified Medicare Planner, David Edge back on the show to bring our newsletter to life!
First, I want to be the first to reveal a big piece of news to everyone! This is important for all of our friends in Las Vegas! We’re coming back to libraries in the Las Vegas Area! That’s right! Starting next month we will be back in libraries. We will of course be following all state-mandated guidelines and library rules in regards to social distancing. If by the time this episode releases, there’s been a rollback to phase 1, workshops will always be available online! There’s an available schedule of these upcoming live in-person workshops on 123easymedicare.com that’s www.123easymedicare.com or just give the Las Vegas office a call at 702-852-1417 to register now!
Now with no more delay, here’s David Edge to read our monthly newsletter……
And that’s our newsletter! Thank you so much for tuning in everyone and we’ll see you next week! We’ll take another dive into our success story of the month. Don’t forget to follow, like, and subscribe! See you next Monday!
