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
Dad & Chinese Checkers! Success Story April 2021
This month we helped a client with getting her Dad all the Medicare benefits he was entitled to with one phone call!
We can help you with Medicare so you can help your parents too. In one move!
Get in touch:
Email: Adam@americanretire.com
Direct Phone: 602-281-3898
National Helpline: 877-220-1089
Online at:
65andCounting.com
More Videos:
https://www.youtube.com/channel/UCRwjXCIvBwDi7bnUK_N1JWg
Audio Only Episodes:
Apple:
https://podcasts.apple.com/us/podcast/65-and-counting/id1517667295?uo=4
Spotify: https://open.spotify.com/show/2pPoCkuqCJ0SbIDamFuHMP
Google:
https://www.google.com/podcasts?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xMTQ4MzA2LnJzcw%3D%3D
Dad and Chinese Checkers - Success Story
Christine was an only child and now that her Dad was getting on in years, she wanted him to move closer to her and the grandkids. In fact, they had a bedroom with its own bathroom and closet at their new home which is one reason why she and her husband bought the house. This room would be for Dad. Dad was delighted to move and be closer to the kids and great-grandkids who adored their “Pops.” He loved spending time with them teaching them, long-forgotten board games. Christine’s other main concern was healthcare for Dad as she played the ‘what if’ game in her head. At 87, he wasn’t getting any younger; even though, currently, he was in good health at his age. As she had just turned 65 and gone through the process of getting Medicare and researching plans, she knew exactly who to call for help in researching a health plan for Dad. American Retirement Advisors!
As I answered her call, I asked the same question I do several times a day “How can we help?” After explaining her situation, she volunteered Dad’s prescription medications and what healthcare concerns she had. At 87 years old a Medicare Supplement would be awfully expensive, so she asked for help in selecting an all-inclusive Medicare Advantage plan. In seeing her address, we immediately saw that there was an Advantage plan that offered multiple medical services all in one place that was literally a few blocks away. Plan convenience included a primary care doctor, specialist, optical, hearing, urgent care, and even a drug store in the lobby to fill prescriptions on the way out if a doctor wrote Dad a new script! Not only that, the plan offered dental, and a $200 allowance toward new glasses each year. The plan also included an allowance towards hearing aids. All of the local hospitals were on the plan’s network. Christine was pleased that she was able to find the exact answer for a health plan for Dad in one phone call! “You made this so easy!” she exclaimed. The advantage plan also covered the six maintenance medications that Dad took daily, and they all had zero copays! As we were ending the call, I could hear the kids in the background laughing about the new board game Pops had taught them. “Chinese Checkers”! As I hung up the phone, I tried to remember the last time I played that game myself!
Got a question? Call us! We can help!
