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
May 2021 Newsletter The American Retirement Advisor 2021 Featuring...Medicare Supplement Rates on the Rise.
Listen to the May 2021 American Retirement Advisor Newsletter-
Featuring:
- Status Quo!
- What was the best year of your life?
- May Rituals - what are yours?
- Herd Immunity Thoughts
- Mixed Medicare Marriage?
- Medigap Rate Increases
- Medicare Basics Even if You're Not Eligible Yet
- Asset Preservation Crystal Ball?
Want more?
www.123EasyMedicare.com
www.AmericanRetire.com
Direct Line: 602-281-3898
Email: Adam@AmericanRetire.com
If you haven’t checked your mail or your email yet this week, or even if you have, the May edition of the American Retirement Advisor Newsletter is out and ready to go! Find out everything from the Medicare Moment all the way to the Financial Tip of the month this week on 65 and Counting!
Welcome back happy people! Just wanted to share some exciting news this week before I bring on Mr Edge to read the newsletter!
Our show recently broke a huge milestone! We’ve officially been downloaded 1000 times!!!
I’m so happy you all are enjoying our show so much! Keep on listening! Alright everyone, here’s Mr. Edge with May’s American Retirement Advisor Newsletter!
[Newsletter Reading}
Wow! Another great edition of the American Retirement Advisor Newsletter! Thanks so much for tuning in everyone! Don’t forget to follow and subscribe to our page, give the video a thumbs up, and most importantly, have a great week~!
