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
S1E38 What happens when you lose your social security card or worse it is stolen?
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!
Success Story of the Month By David S. Edge
Lost? NO! Stolen!
Stan was the victim of a break-in at his home, and, unfortunately, the thief took his wallet that he had left on the dresser. After calling the police and filing a report he now had to take stock of what was missing. “Oh, no”! He exclaimed as he realized his wallet was missing. Now he had the ordeal of replacing his driver’s license, credit cards, Social Security, and Medicare cards. Calling his credit card companies was an easy fix to cancel existing cards and have them mail out new replacement cards. Getting a new driver’s license was going to be a hassle due to reduced hours at his local DMV office. But he had no idea on how to replace his Social Security and Medicare Cards. His wife reminded him to call American Retirement Advisors and that we will have the answer. Our Client Care team answered the phone with the usual opening line, “how can we help”? Stan filled us in on what happened, and we proceeded to outline his options. 1) You can call Social Security at 800-772-1213 and request replacement cards. The only hassle is the long hold times that sometimes keep you on hold for 1-2 hours before you actually speak to a human. 2) You can also go online and visit www.SSA.gov. After selecting the log in option, enter your name and password and the system will ask to send you a verification code. They will call or text the code to whichever phone number is on your file. After you enter the code, the next page will offer services. 3) Select “Replacement Documents.” Here you can ask for a Social Security Card replacement, or a Medicare Card replacement. Keep in mind that it can take up to 90 days to receive your new cards. You can print a new Medicare card from the website. Stan was grateful for the quick and direct answers to his dilemma and could not believe how easy it was. “If only replacing my driver’s license was this easy”! he exclaimed. So, when you have questions about Social Security, Medicare, or Retirement Financial planning…. call us, we can help!
