The American Retirement Advisor
Retirement should feel like freedom, not a puzzle. The American Retirement Advisor is your daily dose of straight talk on the three decisions that shape every retirement: your healthcare, your income, and your inheritance plan.
Each episode is a short, focused read of our latest article, drawn from real conversations with real families at American Retirement Advisors in Scottsdale, Arizona. No jargon. No sales pitch. Just the kind of advice you'd want from a trusted friend who happens to do this for a living.
Hosted by Ian Schaeffer, author of Medicare Made 123Easy, COO of ARA, and founder of 123Easy Studios. Articles read by Betty.
American Retirement Advisors has served over 14,900 families since 2001. Featured in Forbes, a 4-time America's Select Financial Advisors honoree, a 3-time Inc. 500, and a Nextdoor Neighborhood Favorite.
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The American Retirement Advisor
3,672 People Already Made This Decision. Here's What They Said.
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Choosing who to trust with your retirement is one of the hardest decisions you'll make. We built a site where you can hear from thousands of people who already made it.
Read the full article: https://news.americanretirementadvisors.com/3672-reviews-what-clients-said/
Visit the review site: americanretirementadvisorsreviews.com
Welcome to the American Retirement Advisor, coming to you from One to Three Z Studios. Real stories, real strategies, and straight talk about healthcare, retirement income, and inheritance planning. I'm Ian Schaefer, joined with Eddie and Betty. Let's get into it.
SPEAKER_02When you're deciding who to trust with your retirement, there's a moment most people don't talk about. It's not the spreadsheet, it's not the rate of return. It's the question that shows up at night when nobody else is around. Am I making the right call? That question is worth sitting with because picking a retirement advisor isn't like picking a restaurant. You don't get to send it back if you don't like it. This is your savings, your income, your health care, your family's future. The relationship lasts years, sometimes decades. That's a long time to be wrong. If you're doing your homework right now, good, you should be. And Ian Schaefer wants to give you something that might actually help.
SPEAKER_01Over the weekend, Ian did something he probably should have done years ago. He pulled together every client review American Retirement Advisors has received over the past five years from every platform and put them in one place. 3,672 reviews, one site, searchable, filterable, unedited. The original reason had nothing to do with marketing. He built it for the team. When you work in retirement planning, you're in the middle of people's most important financial decisions every single day. You help someone figure out their Medicare. You show a couple that they can actually afford to retire. You sit with a widow and untangle her husband's accounts. And then you move to the next appointment, and the next one, and the next one.
SPEAKER_02Over time, you start to forget the weight of what you do. Not because you stop caring, but because the pace doesn't let you sit with it. The team calls every client who leaves a review to say thank you, but they've never stopped to read them all in one place, to actually absorb, across thousands of people, the impact this team makes. So Ian compiled them. And honestly, reading through hundreds of these in a single sitting hit him harder than he expected. The patterns aren't about investment returns or plan letters. They're about people who stopped worrying, people who finally understood their options, people who said, I wish I'd done this sooner.
SPEAKER_01That was supposed to be the end of the project, a morale boost for a team that deserves one. Then Ian realized if he needed to see this, so does every person sitting on the fence about whether to pick up the phone. This isn't a highlight reel. It's not five cherry-pick testimonials on a landing page. It's 3,672 real reviews from real clients, displayed exactly as they wrote them. You can filter by what matters to you Medicare, inheritance planning, income planning, Roth and Ta Strategy, or turning 65. You can read reviews for specific advisors, David Schaefer, Mark Fry, Kyle Jacobs, David Edge. Don't read them all. Find the ones from people whose situation looks like yours: someone your age, with your concern, facing your decision, and see what they said after they went through it. That's worth more than anything Ian could tell you about the firm.
SPEAKER_02When Ian started reading through these, he expected to see a lot of great service and very professional. And there's some of that. But the reviews that stopped him weren't about service. They were about something deeper. The word that shows up more than any other isn't knowledgeable or helpful. It's finally.
SPEAKER_01Four words. That's what the team is actually in the business of. Most people making a major financial decision don't trust company marketing. They shouldn't. They trust other people like them. People who were nervous like them. People who had the same questions. People who took the leap and can tell you what it was actually like on the other side.
SPEAKER_02That's what this site is. Not a sales tool, a mirror. Find someone who sounds like you and see what happened. If it resonates, you'll know. If it doesn't, that's okay too. But at least the decision comes from a real place, not a gut feeling or a glossy brochure. Filter for the category that matches your situation. Read the reviews from people like you. Same age range, same concern, same life stage. If what you read resonates, give the team at American Retirement Advisors a call. No pressure, no sales script, just a chance to see if they're the right fit. The site keeps growing. Every new review goes up. Nothing gets edited, nothing gets hidden. Ian built it to remind the team why they come to work every day. It turns out, it might be exactly what you needed to see too.
SPEAKER_01A quick note before we wrap up: today's episode covers financial topics for educational purposes only. American Retirement Advisors does not provide tax or legal advice. Please consult a CPA or tax professional before making any decisions based on what you heard today.
SPEAKER_02This is Betty with the American Retirement Advisor. Thanks for listening. If this episode helped you think differently about your retirement, share it with someone who needs to hear it. You can read the full article and browse hundreds more at AmericanRetire.com. And be sure to subscribe so you never miss an episode. We publish daily. See you next time.
SPEAKER_00Thanks, Eddie. Thanks, Betty. Until next time, this is Ian Schaefer coming to you from 123 Easy Studios. I hope you've enjoyed this recording of the American Retirement Advisor, where we make healthcare, income, and inheritance planning 123 Easy.