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
S1E65 September 2021 Newsletter Reading- The American Retirement Advisor
Listen to the September 2021 American Retirement Advisor Newsletter.
In this Month's Reading:
- AEP Tips!
- Super Good and Getting Better!
- Is it Fall Yet?
- No Bacon for Spot!
- New Furry Friend!
- More [Medi-care-eez]™️
- Medicare@Work
- Financial Tip
- Let’s make Medicare 123Easy for Everyone
- Start. Stop. Start! - Success Story
- Prepare for your Medicare Annual Review!
Need a hard copy to Read along?
Here is a link to download the PDF: https://bit.ly/3t6qC5z
Workshop Registration:
Full schedule on: www.123EasyMedicare.com
Social Security Made 123Easy:
https://www.tfaforms.com/4681262?tfa_1928=65
Retirement Income Planning Made 123Easy: https://www.tfaforms.com/4913814?tfa_1928=65
Call to register: 602-281-3898
Email Adam: Adam@AmericanRetire.com
A “super good” outlook on life, a COUPLE article on our four-legged friends, financial tips on handling your IRMAA surcharge, all this and more in the September edition of the American Retirement Advisor Newsletter, this week on 65 and Counting!
Welcome back, everyone! Almost September already? Wow! It feels like just yesterday I was welcoming all of you back to hear David Edge read the American Retirement Advisor newsletter for August!! Well either way, here he is again! Take it away Mr. Edge!
Wow! Another amazing newsletter! We put a new edition out every month, all written by the wonderful people at American Retirement Advisors! If you aren’t already receiving this in your mailbox or your emails inbox but you want to, give us a call! I’ll include our phone number and my email address in the description of the episode so you can get in touch!
Thank you again so much for tuning in this week! I hope you enjoyed it! Don’t forget to give our video a little “thumbs up” and follow our page so you get notified when new episodes come out! Also, don’t forget to share with all your family and friends, but most importantly, have a great week!!!
