The American Retirement Advisor

The American Retirement Advisor

By American Retirement AdvisorsBusinessNewsEducationSelf-ImprovementNews CommentaryInvesting
Download on the App Store

The American Retirement Advisor episodes

  • Is Your Social Security Income Taxable? Here's How to Know

    Up to 85% of your Social Security may be taxable. The thresholds haven't changed since 1993, and more retirees get hit every year.

    Read the full article: https://news.americanretirementadvisors.com/is-social-security-income-taxable/

    American Retirement Advisors helps families in Arizona and Nevada navigate Medicare, retirement income, and inheritance planning. Call us at (602) 281-3898 or visit https://americanretirementadvisors.com.

    5 min
  • Why the Smartest Investors Don't Pick One Strategy

    When markets get rough, the instinct is to pick a side. But the clients who sleep best at night? They split the difference.

    Read the full article: https://news.americanretirementadvisors.com/why-smartest-investors-dont-pick-one-strategy/

    American Retirement Advisors helps families in Arizona and Nevada navigate Medicare, retirement income, and inheritance planning. Call us at (602) 281-3898 or visit https://americanretirementadvisors.com.

    6 min
  • The Roth Conversion Window Most Retirees Don't Know Exists

    Between retirement and Social Security, there's a window where converting to Roth could save you tens of thousands in taxes. Most people miss it entirely.

    Read the full article: news.americanretirementadvisors.com/roth-conversion-window-before-social-security/

    Visit americanretirementadvisors.com for more.

    6 min
  • Your Medicare Supplement Rate Went Up Again. Here's What You Can Actually Do About It.

    Rate hikes on your Medicare Supplement don't mean you're stuck. Here's how one couple saved over $2,000 a year without losing their doctors.

    Read the full article: https://news.americanretirementadvisors.com/medicare-supplement-rate-increase-what-to-do/

    American Retirement Advisors helps families in Arizona and Nevada navigate Medicare, retirement income, and inheritance planning. Call us at (602) 281-3898 or visit https://americanretirementadvisors.com.

    6 min
  • S1E70 November 2021 Newsletter Reading of The American Retirement Advisor

    Listen to the November 2021 American Retirement Advisor Newsletter as David Edge brings the words to life.

    Need a hard copy to Read along?
    Here is a link to download the PDF: https://bit.ly/3usAwPK

     
    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: [email protected]

    19 min
  • S1E69 October 2021 Newsletter Reading- The American Retirement Advisor

    Listen to the October 2021 American Retirement Advisor Newsletter as David Edge brings the words to life.

    In this Month's Reading:
    - BOO!
    - AEP Tips
    - Howl-O-Ween!
    - Scary Stuff!
    - Blood Pressure Meds and Cognition Studies
    - Financial Tip
    - More [Medi-care-eez]™️
    - Medicare@Work
    - Medicare and Moving Madness
    - “I Can Help!”

    Need a hard copy to Read along?
    Here is a link to download the PDF: https://bit.ly/3usAwPK

     
    Workshop Registration:
    Full schedule on: www.123EasyMedicare.com

    Social Security Made 123Easy:
    Click here to register
     
    Retirement Income Planning Made 123Easy: 
    Click here to register


    Call to register: 602-281-3898
    Email Adam: [email protected]

    18 min
  • S1E68 What do do with your Medigap during AEP

    Medicare’s Annual Election Period (AEP) creates a great opportunity for folks to make changes to their Medicare plans. BUT, what about Medigap/ Medicare Supplement plans? 

    Can you use AEP to make changes to supplement/medigap plans?
    Switching from a Medigap to a Medicare Advantage plan and vice versa?
    What about those qualifying medical questions?

    Not sure what you can change during AEP?

    Adam will go over some helpful details about Medigap/Supplement plans on this week’s episode of 65 and Counting. 

    Important information:
    Workshop Schedule and Registration: www.123EasyMedicare.com

    Call the office: 602-281-3898
    Email Adam: [email protected]

    5 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…