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The American Retirement Advisor
The American Retirement Advisor episodes
- 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 - How to Help a Struggling Adult Child Without Ruining Them
The hardest check to write is the one you can easily afford. Eddie and Betty talk through Ian Schaeffer's piece on helping a struggling adult child with money without taking over their life: why silent giving and silent refusal both hurt, the reframe between replacing what a kid can do and building it, and the actual words to use at the table tonight.
Read the full article: https://news.americanretirementadvisors.com/inheritance-conversation-help-without-ruining/
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 americanretirementadvisors.com.
14 min - How to Talk to a Parent About Money When Time Is Short
When time gets short, money is the last thing anyone actually wants to talk about, and that is exactly why the conversation matters. Eddie and Betty talk through Ian Schaeffer's piece on how to open the inheritance conversation with a parent who doesn't have long: why families go quiet instead, the reframe that makes it possible (open with the person, not the accounts), and the actual words to use tonight.
Read the full article: https://news.americanretirementadvisors.com/inheritance-conversation-when-time-is-short/
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 americanretirementadvisors.com.
12 min - The Inheritance That Comes With a Deadline
Most people who inherit an IRA think they have ten years to do whatever they want with it. Eddie and Betty walk through why that assumption is wrong for a lot of families, and why 2025 is the first year it truly costs them: the SECURE Act's ten-year rule, the annual withdrawal requirement most people never hear about, the penalty relief that just ended, and what to actually do if you've inherited a traditional IRA in the last few years.
Read the full article: https://news.americanretirementadvisors.com/inherited-ira-ten-year-deadline/
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 americanretirementadvisors.com.
14 min - The Rooms Are Filling Up Again
Ian takes us back to the library rooms where American Retirement Advisors ran its Medicare workshops for years: the Beach Boys over the speakers, David Edge calm on his phone until showtime, and a room that would sit nearly empty until it suddenly wasn't. Eddie and Betty talk through the memory, and the news at the end of it: the workshops are coming back, starting Friday, October second.
Read the full article: https://news.americanretirementadvisors.com/the-rooms-are-filling-up-again/
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 americanretirementadvisors.com.
11 min - Eddie and Betty Are Coming to the Big Screen
Betty gets to say it herself. On Friday, October 2, Eddie and Betty are coming to the big screen for one day only, two showings, at two Valley libraries, alongside the advisors you have been reading all summer. Here is everything, including how to save your seat at no cost to you.
Read the full article: https://news.americanretirementadvisors.com/eddie-and-betty-big-screen/
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 - Eddie and Betty Have Been Keeping a Secret
The two voices you have been listening to all summer said yes to something last week, and I promised them I would not spill it. Tomorrow morning, right here, Betty gets to tell you herself. This is the story of how they found their voice, and the one thing I am not allowed to say yet.
Read the full article: https://news.americanretirementadvisors.com/eddie-and-betty-secret/
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 - Show Up Once: Badly Prepared Beats Perfectly Absent
The last card on the fridge is the easiest one to misread. You do not prepare for a first meeting with an advisor; the meeting is where preparing happens. Day five of The Fridge List closes the series: why walking in with a shoebox and three questions beats staying home with a perfect plan you never start.
Read the full article: https://news.americanretirementadvisors.com/show-up-once/
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.
Get the box: www.beneficiarybox.com
18 min - Put It in the Box: One Place Your Family Can Find Everything
The documents exist. The accounts exist. The passwords exist. Almost none of it lives in one place, and most of it lives in your memory. Day four of The Fridge List is one job: gather it all where your family can actually find it, and why a single labeled box beats a lifetime of good filing.
Read the full article: https://news.americanretirementadvisors.com/put-it-in-the-box/
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.
Get the box: www.beneficiarybox.com
16 min - Tell the Kids: The Call Parents Put Off
The documents are signed. Nobody has told the kids what is in them. Day three of The Fridge List is the executor conversation: who to call, what to say, and why the kids are relieved by that call, not burdened by it.
Read the full article: https://news.americanretirementadvisors.com/tell-the-kids-the-call-parents-put-off/
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
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/