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
S1E64 Welcome to Medicare Wellness Visit
When you are new to Medicare, you get a welcome wellness gift!
You are welcomed to your plan with a complimentary special preventive visit.
At this visit, your doctor learns all about you! Because knowing all about YOU is essential to keeping you healthy!
Adam will go over more about this in this week’s episode of 65 and Counting.
Important information:
Workshop Schedule and Registration: www.123EasyMedicare.com
Call the office: 602-281-3898
Email Adam: Adam@AmericanRetire.com
When’s the last time you got a check up from your doctor? Well, if you’re in your first 12 months on Medicare’s Part B I’ve got good news for you this week on 65 and counting!
Welcome back everyone. This week we’re gonna talk about something you may or may not have heard about. We’re shining the educational spotlight on your “Welcome to Medicare” preventive visit!
Medicare’s Part B covers a “Welcome to Medicare'' preventive visit one time in your first 12 months of having it in effect! You pay nothing for the visit if you're on Original Medicare with or without a Medicare Supplement to go with it! And the same goes for your Medicare Advantage plan, just make sure your docs are in-network for that, although if you’re on a medicare advantage plan your Welcome to Medicare visit may be a little different.
But you might have some co-pays if your doc performs additional tests or services during the same visit as your Welcome to Medicare visit may not cover those.
Ok, so what is it? During the visit, you and your doc will review your medical and social history related to your health. And the doc will provide you with education and counseling regarding preventive services like screenings, flu, and other vaccinations. Your height, weight, and blood pressure measurements, calculations of your body mass index, a simple vision test, and review of your potential risk for depression and your level of safety. In this visit, you should even be provided with a written plan that lets you know which screenings, shots, and other preventive services you need.
Some things you need to know. When you make your appointment, let your doctor's office know you would like to schedule your “Welcome to Medicare” Preventive visit. Make sure to have your medical and immunization records on hand as well as your family health history and a list of your prescriptions, over-the-counter meds, and any vitamins or supplements you currently take and why you take them!
Now you may be thinking, “how nice, they’re paying for our first doctor's appointment to welcome us”. This is true, but really, it benefits Medicare a lot more than you’d think. If you take a look back at what this visit covers, Medicare wants to make sure you’re healthy and keep you that way!
There’s not much more to it than that! Remember, this benefit is completely covered on your original medicare part B. So that means if you have a Medigap Plan G, and you’re worried about having to pay into that annual deductible by using this coverage, you don’t have to! This one’s on Medicare!
I hope you learned a whole lot more about this coverage, and if you still have questions no need to worry about that either! Certified Medicare Planners are standing by to help! I’ll include my email and a phone number to our office in the description of the episode.
Thank you so much for tuning in again! Don’t forget to click the little thumbs up under this video so you get notified when we put out new episodes, share with all your family and friends, and most importantly have a great week!
