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
S1E40 Sneak peek at our EXCLUSIVE new video series.
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.com/c/123easymedicare/
Call us: 1-877 -220-1089
Hey Everybody, thanks for tuning in today! Today I’ve got a sneak peak for an exciting new interactive series coming from 123EasyMedicare.com called “The Medicare Moment” so lets que up the intro, and we will get right into it!
(intro)
Welcome back everyone! I’m so excited to be the first to tell you about 123Easy Medicare’s all new series “The Medicare Moment”! For all our current clients out there, who have been getting The American Retirement Advisor Newsletter, you’ve seen the Medicare Moment in print for years! It’s time now we bring it to life!.
Here’s the gist. Do you ever just wish you could walk right into one of David's offices to ask a quick question no matter the day or time?
Well, with “The Medicare Moment” we’re doing just that! From the guy on the phone most of you know already, I can tell you that we get a lot of very important questions that have quick and simple answers.
So it is my pleasure to give you all a sneak peak at this new series! So let’s take a step into the office!
(play episode)
Wow! I can’t wait to see more of those! The Medicare Moment will have it’s own new youtube page and I’ll include links on where to find it in the description of the episode.
Next week, you’ll see Mr. Edge back on the show for another one of The American Retirement Advisor Newsletter Success Stories! Thanks so much for tuning in this week. Don’t forget to like the video, follow our page, and share with all your friends! But, most importantly, have a great week!
