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 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!
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 Medicare Planner!
Important Info:
Workshop Registration - www.123EasyMedicare.com
Call the office - 602-281-3898
Email Adam - Adam@AmericanRetire.com
