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The American Retirement Advisor
The American Retirement Advisor episodes
- More than 2,000 of you have already checked in for enrollment season. Thank you.
Our client care team has walked more than 2,000 clients through this year's enrollment check-in. Here is what happens to your answers next, and why the early birds sleep better in October.
Read the full article: https://news.americanretirementadvisors.com/2000-checked-in-client-care-thank-you/
American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.
21 min - Friday, Hayes ran the show. Thank you, and get ready for the next one.
Fiscal Fridays taped Friday with my dad and Greg Frantz, and for the first time Hayes Clement was fully in charge as director and producer. He was incredible. Here is what happened in the room, and how to make sure you are in it next time.
Read the full article: https://news.americanretirementadvisors.com/hayes-first-show-fiscal-fridays-greg-frantz/
American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.
17 min - What to bring to the library on October 2nd, and what you'll walk out knowing.
Save your seat at the October 2nd workshop: https://123easy.co/pod
If you're coming to sit with us Friday, here's how to get the most out of the hour, what we'll actually cover, and what we won't do.
Read the full article: https://news.americanretirementadvisors.com/what-to-bring-library-workshop-oct2/
American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.
18 min - Why we show up for plans we don't get paid on.
Save your seat at the October 2nd workshop: https://123easy.co/pod
There are Medicare plans we help people with that pay us nothing, and the list gets longer every year. Here's why we've never been able to make ourselves stop.
Read the full article: https://news.americanretirementadvisors.com/why-we-show-up-plans-we-dont-get-paid-on/
American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.
16 min - "Humana is cutting plans" is a headline. Here is what it actually means for you.
Save your seat at the October 2nd workshop: https://123easy.co/pod
600,000 members sounds enormous until you read the rest of it. Here's what the Humana Medicare Advantage reporting actually says, and what a calm person does with the letter.
Read the full article: https://news.americanretirementadvisors.com/humana-headline-vs-facts/
American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.
18 min - The scariest Medicare letters of the year land October 2nd
Save your seat at the October 2nd workshop: https://123easy.co/pod
A wave of Medicare Advantage non-renewal letters is about to land, and the headlines will scare people before the facts can catch up. Here's the calm version, and why we picked October 2nd to be in the room.
Read the full article: https://news.americanretirementadvisors.com/scariest-medicare-letters-library-workshop/
American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.
20 min - How to Split the House and the Heirlooms Without a Family War
The thing that actually splits families isn't the money. It's a ring, a chair, a photo, and the feeling of being left out. Here is how you hand it all down without anyone stopping speaking.
Read the full article: https://news.americanretirementadvisors.com/inheritance-conversation-split-without-war/
American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.
19 min - How to Ask Your Parents If They've Actually Planned Anything
Asking your parents about their estate feels like reaching for the inheritance. It isn't. It's making sure the plan they built still does what they wanted. Here are the words that open it gently.
Read the full article: https://news.americanretirementadvisors.com/inheritance-conversation-ask-your-parents/
American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.
20 min - How to Give the Grandkids Money Now, and Watch It Matter
The money you give while you are alive to watch it land is worth more than the same money left behind. Here is how to do it without stepping on the parents or spoiling the kids.
Read the full article: https://news.americanretirementadvisors.com/inheritance-conversation-give-grandkids-now/
American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.
21 min - How to Tell Your Kids What They're Getting, Before You're Gone
Your kids can already see the money is there. Telling them the plan while you're alive is the only way to explain the why yourself, so nobody has to guess after you're gone.
Read the full article: https://news.americanretirementadvisors.com/inheritance-conversation-tell-your-kids/
American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.
21 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…
income, and your inheritance plan.
Each episode is a short, focused read of our latest article, drawn from real conversations with real families at American Retirement Advisors in Scottsdale, Arizona. No jargon. No sales pitch. Just the kind of advice you'd want from a trusted friend who happens to do this for a living.
Hosted by Ian Schaeffer, author of Medicare Made 123Easy, COO of ARA, and founder of 123Easy Studios. Articles read by Betty.
American Retirement Advisors has served over 14,900 families since 2001. Featured in Forbes, a 4-time America's Select Financial Advisors honoree, a 3-time Inc. 500, and a Nextdoor Neighborhood Favorite.
New episodes daily. Subscribe so you never miss one.
Read the full articles at https://news.americanretirementadvisors.com/