The American Retirement Advisor

The American Retirement Advisor

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The American Retirement Advisor episodes

  • We've Got $1.1 Million, but Our Advisor Never Talks About Any of This

    A wife wrote in to our live show with a question that stopped the room. Her advisor of 15 years had been brushing off every question that actually mattered.

    Read the full article: https://news.americanretirementadvisors.com/1-million-but-advisor-never-talks-about-this/

    American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning.

    8 min
  • My Father Made a Huge Mistake With His CDs

    On our live show, my father admitted something most advisors would never say out loud. His accountant screamed at him. Here's what he got wrong.

    Read the full article: https://news.americanretirementadvisors.com/my-father-made-a-huge-mistake-with-his-cds/

    American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning.

    7 min
  • 3 Medicare Gaps That Catch Retirees Off Guard

    Medicare doesn't cover dental, vision, or the income surcharge most retirees don't see coming. Here's how to fill the gaps.

    Read the full article: https://news.americanretirementadvisors.com/medicare-gaps-dental-vision-irmaa/

    American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 975-0372, email [email protected], or visit https://americanretirementadvisors.com.

    5 min
  • He Had $500K at Vanguard and Thought He Was Fine

    A caller on our live show said he had it all figured out. Then my father did what he does best. Here's what I watched happen.

    Read the full article: https://news.americanretirementadvisors.com/500k-at-vanguard-thought-he-was-fine/

    American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 975-0372, email [email protected], or visit https://americanretirementadvisors.com.

    8 min
  • The Hidden Cost of Medicare Plan Loyalty

    Your Medicare supplement premium went up. Before you just pay it, do the math on what loyalty is really costing you.

    Read the full article: https://news.americanretirementadvisors.com/hidden-cost-medicare-plan-loyalty/

    American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 975-0372, email [email protected], or visit https://americanretirementadvisors.com.

    6 min
  • Fiscal Fridays Is Here: A Live Retirement Show Like Nothing You've Seen Before

    Tomorrow morning at 10:30 AM in Scottsdale, Arizona, we're doing something we've never done before: launching a live retirement show called Fiscal Fridays.

    David Schaeffer, who founded American Retirement Advisors over 25 years ago, is stepping in front of the cameras with veteran advisor David Edge for the premiere episode. The show features live retirement planning diagnostics, David's "Three Colors of Money" framework, audience Q&A with no screening, and a celebration segment where audience members share personal wins.

    In this episode, we talk about how Fiscal Fridays came together, what the dry run taught us, and why being in the room matters more than watching from your couch.

    Register for upcoming tapings: news.americanretirementadvisors.com/fiscal-fridays

    Read the full article: news.americanretirementadvisors.com/fiscal-fridays-premiere-may-2026

    American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Text us at (602) 975-0372, email [email protected], or visit americanretirementadvisors.com.

    7 min
  • How a Roth Conversion Affects Your Social Security Tax and Medicare Premium

    A $150,000 Roth conversion saved one couple a fortune in future taxes. It also triggered $4,600 in Medicare surcharges they never saw coming.

    Read the full article: https://news.americanretirementadvisors.com/roth-conversion-irmaa-medicare-premium/

    American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 975-0372, email [email protected], or visit https://americanretirementadvisors.com.

    12 min
  • The Math Most City of Scottsdale Employees Never Run Before They Retire

    You've spent 20 years serving the city. But most Scottsdale employees never compare their ASRS group Medicare Advantage plan to what's available on the open market. The numbers surprise almost everyone.

    Read the full article: https://news.americanretirementadvisors.com/city-of-scottsdale-asrs-vs-medicare-what-employees-miss/

    American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 975-0372, email [email protected], or visit https://americanretirementadvisors.com.

    8 min
  • The Inheritance Plan That Protects Your Kids From Themselves

    Love your kids. Trust your kids. And still build a plan that protects them from a windfall they're not ready for.

    Read the full article: https://news.americanretirementadvisors.com/inheritance-plan-protects-kids-from-themselves/

    American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 975-0372, email [email protected], or visit https://americanretirementadvisors.com.

    8 min
  • The One Page That Overrides Your Entire Will

    Your will doesn't control your largest assets. One page does. And you probably haven't looked at it in years.

    Read the full article: news.americanretirementadvisors.com

    Visit americanretirementadvisors.com for more.

    7 min

About The American Retirement Advisor

From the publisher's feed

Retirement should feel like freedom, not a puzzle. The American Retirement Advisor is your daily dose of straight talk on the three decisions that shape every retirement: your healthcare, your…