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
S1E66 Medicare Annual Enrollment Period
Every year between Oct. 15 and Dec. 7, you have an opportunity to make changes to your Medicare plan. Why? Because you may not have changed, but your plans may have changed on you! Have you had your Medicare plan review yet? If not, you might be missing out on important opportunities. We can help!
Adam will go over why this plan review is so important every year in this week's episode of 65 and Counting!
Not a client yet?
Schedule your Medicare annual review
by calling: 877-220-1089
Important information:
Workshop Schedule and Registration: www.123EasyMedicare.com
Call Adam: 602-281-3898
Email Adam: Adam@AmericanRetire.com
We’re all prepared for this year's annual election period, how about you? Hear about what we’re doing to make this year's Annual Election Period as easy as 123, this week on 65 and counting!
Welcome back, everyone! I can’t even believe it! This year AEP is just over a month away, and there’s lots to do! If you’ve heard me or any of the hard-working folks over at American Retirement Advisors talk about AEP before then you’ll remember us saying: “You may not have changed, but your plan may have changed on you!”. And just like years past, we’re looking at some big changes!
So what do we do to prepare for that? Well, it’s simple really. If you currently use American Retirement Advisors or The Medicare Architects as your Certified Medicare Planners, then you’ve already seen the first step! We sent out emails last month asking you to confirm and update some information with us! Simply complete the form included in that email. It keeps us up to date and allows us to prepare the most accurate comparison possible when those new plans come out, and current plan changes are released!
That’s right! There are new plans, premium changes, benefit changes, and more on the horizon for 2022! You may have noticed commercials on TV are all starting to look like medicare commercials and maybe you’re getting a little extra junk in your mailbox and emails inbox! There’s a reason for that! There’s a lot of companies out there that would very much like to have your business, that’s why the research team over here is taking a look for you!
Now, what if you’re not currently a client of ours? Well then certainly, you haven’t received our annual email asking for updated information because we don’t have anything for you to update! If you’d like us to take a look and make sure you’re on the most appropriate plan for 2022 we can absolutely help! As always, I’ll include our phone number and also my email address in the description of the episode! Just reach out and let us know you’d like to take a look at next year's plans with us.
So what happens next? Well, we’ll start to research the 2022 plans as soon as data is available to us. Once we’re familiar with plan benefits, formulary changes, and doctor networks the real fun starts! We will take a look at each individual who asked for our help’s needs and compare them to our research! Once we’re all done researching we’ll have one of two recommendations ready to give you. Either we’ll let you know there’s nothing you need to do, your plan is still good to go for 2022 and will automatically renew on January 1st. OR we’ll let you know we found something more appropriate for you for the coming plan year and help you schedule an appointment with one of our advisors! Those appointments will be available in person or online!
So again, if you’re currently a client of ours please check your email if you haven’t already, and if you’re not yet, give us a call! I hope you feel a little more prepared for this year's AEP after watching!
Thanks again for tuning in! Don’t forget to give us a little thumbs up at the bottom of the page, follow us so you get notified when new episodes come out and most importantly share us with all your family and friends! But as always, have a great week!
