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
S1 E17: The American Retirement Advisor October Newsletter! Hear David Edge bring the Newsletter to life!
Listen to the October American Retirement Advisors Newsletter here. Featured stories include: Boo who? Conjuring up treats, Flu armor to put on now, We are ready for AEP, are you? B or D for your meds, Medicare mazes managed, Two battling brothers and more.
Information on Workshop Registration:
Full schedule on: www.123EasyMedicare.com
Call to register: 602-281-3898
Email Adam: Adam@AmericanRetire.com
Hello Happy
People! Welcome back to another episode of 65 and Counting! I’m your host, Adam Frye. I’m a certified Medicare Planner and I’m here to ask the important questions that you want answered by industry professionals. This show is for anyone and everyone coming up on that important milestone of 65 years old. That means retirement, it means medicare eligibility, or it means that you’re just plain interested in the world of retirement planning. Whatever it is, on this show, you’ll hear from the people that know it best.
Welcome back! I’m sure some of you are fasting for Yom Kippur today, and I just want to wish you an easy fast! David Edge is coming back on the show today to bring October’s Newsletter to life! I can’t wait for you all to hear what we’ve got in this month's newsletter! But first!
October workshops start NEXT WEEK for in person in Las Vegas and Online everywhere in the United States. Come watch our Certified Medicare Planners bring Medicare Information to life for free! If you’ve already been to a workshop, tell your friends who may need a little help navigating the world of Medicare! For a complete schedule visit www.123easymedicare.com or just call our office at 602-281-3898. I’ll include all that information in the description of the episode.
Also! AEP is just a couple weeks away! That means it’s time to review your plan for 2021! We’ve made the process very simple! You’ve probably already got your email asking for updated information so we can run the research and find you the most appropriate plan for next year! If you haven’t and you’re a current client call us now so we can send it to you! And if you’re not a current client, what are you waiting for? Call now so we can take a look and make sure you’re all set for 2021!
Ok enough of that! Let’s get to that newsletter! Here he is everyone, David Edge!
(Newsletter Reading)
Thanks, Mr. Edge! Ok everyone, that’s all for this week! I hope you enjoyed October’s Newsletter! Don’t forget our workshops are starting next week and AEP is just around the corner! Please like this video, subscribe to our channel and share with all your friends!
