This success story is about a client who was stressed and confused about Medicare coverage for an upcoming medical procedure and was calmed by having a team of experts readily available to answer his questions. We can help! Free Informational Medicare Workshops: www.123EasyMedicare.com Want to meet with a Certified Medicare Planner? 602-281-3898 More questions for Adam? adam@americanretire.com

This success story is about a client who was stressed and confused about Medicare coverage for an upcoming medical procedure and was calmed by having a team of experts readily available to answer his questions. We can help! Free Informational Medicare Workshops: www.123EasyMedicare.com Want to meet with a Certified Medicare Planner? 602-281-3898 More questions for Adam? adam@americanretire.com

This success story is about a client who was stressed and confused about Medicare coverage for an upcoming medical procedure and was calmed by having a team of experts readily available to answer his questions. We can help! Free Informational Medicare Workshops: www.123EasyMedicare.com Want to meet with a Certified Medicare Planner? 602-281-3898 More questions for Adam? adam@americanretire.com

S1E24 - 65andCounting Success Story March 2018

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!”

Education

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!”

Share S1E24 - 65andCounting Success Story March 2018

Sign up to save your podcasts

S1E24 - 65andCounting Success Story March 2018

S1E24 - 65andCounting Success Story March 2018