The American Retirement Advisor

The American Retirement Advisor

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The American Retirement Advisor episodes

  • S1:E27 Advisor Spotlight on Kyle Jacobs

    This week meet Kyle Jacobs, who is as wonderfully charismatic as his father-in-law and mentor, David Edge! Kyle is genuinely devoted to helping people. From his past work with the Chamber of Commerce to Real Estate to Medicare advisement, his warm-hearted approach highlights his desire to ensure clients' decisions are confident and meet their needs first. Kyle shows his clients why the 123Easy Method resolves any of the myths advertising creates. Enjoy meeting Kyle and learn why our clients enjoy meeting with him too.

    19 min
  • S1E26: The American Retirement Advisor December 2020

    David Edge narrates the December issue of our newsletter that is filled with 2020 reflections, unique times, overcoming challenging moments, positive outlooking, and engaging in memories and things that are fun! 

    We thank all of our listeners for following our talk show stream since freshly launching this year. 

    Here's to a celebration of healthy new beginnings in 2021.

    18 min
  • S1E24 - 65andCounting Success Story March 2018

    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?
    [email protected]

    6 min
  • S1:E23 In this episode, we are going to introduce you to a very special guest Anthony Miguel from Cigna. We want to show you how we interact with our carrier partners in the Industry. Partners like Anthony are why the Advisors at American Retirement Advi


    Welcome to our first-ever Industry interview!

    In this episode, we are going to introduce you to a very special guest Anthony Miguel from Cigna.

    We want to show you how we interact with our carrier partners in the Industry. Partners like Anthony are why the Advisors at American Retirement Advisors are able to take such good care of their clients. Sit back and enjoy as Anthony proudly shares how Cigna is listening to your healthcare needs, and adapting to a changing world to provide you with options that will keep you healthy and cared for.


    Medicare Workshops:
    123EasyMedicare.com
    (online and in-person where available)

    Want to meet with a Medicare Planner?
    (800-568-1095) - tell them Adam set you

    In the Scottsdale Area?
    (602) 281-3898

    Do you call Las Vegas home?
    (702) 852-1417

    20 min
  • S1:E22 The American Retirement Advisor Newsletter 2020

    Positive hopes for a fresh 2021, root cellars kept us stocked with essentials, is a flu shot recommended this year, social security news and considerations for savings opportunities, is Medicare on the benefits menu for your open enrollment, maximize those Medicare Advantage benefits before they expire Dec 31, don't wait till the last minute to make sure your Medicare plan has not changed copays, doctors or drug costs on you for 2021. Call us can help!

    123EasyMedicare Workshops:
    123EasyMedicare.com/fun2

    Want help with Medicare?
    Call us: 602-281-3898
    (Make sure to let them know Adam from 65 and counting sent you)

    18 min
  • S1 E21: Education Spotlight - Part D Prescription Drug Plans

    This episode talks "dollars to donuts" about Part D plans or stand-alone prescription drug plans. Why you need a drug plan to avoid a penalty? How do you get one? Did you know the cheapest plan premium doesn't mean your medications will cost the lowest! Did you review your plan for 2021? Did it change on you?

    15 min
  • S1 E20: Success Story - Did we Mess Up?

    Remember, generally, if you are working past age 65, and have creditable coverage you can stay on your group plan with no penalties moving to Medicare later. Here is a success story with a happy ending! Meet with us long before you need to enroll. We can help you confirm your glide path to Medicare too!

    8 min
  • S1 E19: Annual Election Period - Advisor Roundtable

    Medicare AEP is here! This is a golden opportunity for YOU! Our advisors are ready to help to make sure your Medicare plan is STILL right for you. Hear some real stories about clients who benefited from an AEP meeting with our real advisors who give them real solutions! We review our clients' plans every year because plans can change on YOU! Enjoy this special episode featuring an Advisor Roundtable. Are there hidden savings we can uncover for you? What's new for Medicare in 2021 - what's changing for 2021? Diabetic costs, over-the-counter benefits, dental coverage, and more... Do one of these discussions impacts you? Here to help!

    49 min
  • S1 E18: Success Story - Saving thousands during Medicare's Annual Election Period

    Did you know we offer priceless peace of mind every Annual Election Period? There is no charge to review your Medicare plans annually to ensure your coverage continues to be appropriate for you. Your prescriptions might not change, but your drug plans can change on you!  How long has it been since you reviewed your plans? Seize the moment for a plan review. Let us help you find some savings as we did in this Success Story!
    Call us NOW as appointments are limited. 

    Main office: 602-281-3898
    Email: [email protected]

    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…