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The American Retirement Advisor
The American Retirement Advisor episodes
- What Actually Happens in the First Trust Meeting?
The appointment is on the calendar, and the dread changes shape. What happens in that room? Day two of The Fridge List walks you into the first trust meeting: a conversation, not an exam, fewer decisions than you fear, and a cost you learn up front. And almost everyone says the same thing on the way out.
Read the full article: https://news.americanretirementadvisors.com/inside-the-first-trust-meeting/
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 - Why Is the Attorney's Number Still on Your Refrigerator?
The card went up under a magnet so you would see it every day and call. That was years ago. 73 percent of Americans say estate planning matters to them, and 56 percent have not signed a single document. Day one of The Fridge List: the call is smaller than the dread. Here is what it actually sounds like.
Read the full article: https://news.americanretirementadvisors.com/attorneys-number-on-your-refrigerator/
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 - The Box They Named Bob
A couple we work with gave their beneficiary planning box a name, and somewhere along the way, Bob became part of the family. This is a story about paperwork, which means it is really a story about love, new grandkids, and the kindest gift you can leave on a shelf.
Read the full article: https://news.americanretirementadvisors.com/the-box-they-named-bob/
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 - The Steak Dinner
You know the invitation. Heavy cardstock, a nice restaurant, a free dinner, and a presentation about an exciting financial opportunity. Go. Enjoy the steak. I mean that sincerely. Just bring the one question that turns the whole evening in your favor.
Read the full article: https://news.americanretirementadvisors.com/the-steak-dinner/
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 - Every Product Had Its Own Salesperson
One of our clients sees more doctors than anyone I know, and every one of them is careful, thorough, and completely unaware of what the others are doing. His money worked the same way for thirty years. Here is what happens when nobody is the general practitioner, and what it looks like when somebody finally is.
Read the full article: https://news.americanretirementadvisors.com/every-product-had-its-own-salesperson/
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 - The Death Benefit You Already Own
Plenty of retirees are carrying a death benefit they forgot about, tucked inside an annuity, an old policy, or a benefit from a job they left years ago. Before you buy new life insurance, take an inventory. The smartest sentence I've heard in a review meeting this year explains why.
Read the full article: https://news.americanretirementadvisors.com/annuity-death-benefit-vs-life-insurance/
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.
14 min - Funeral Insurance or a Prepaid Funeral? Not Both.
Funeral insurance and a prepaid funeral are two answers to the same question, and plenty of people are quietly paying for both. Here is what each one actually is, the federal rule that protects you at the funeral home, and the one conversation that keeps you from buying the same peace of mind twice.
Read the full article: https://news.americanretirementadvisors.com/funeral-insurance-vs-prepaid-funeral/
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.
14 min - Your Money Has Drug Interactions Too
You would never take a new medication without checking what it does alongside the ones you already take. But most people buy annuities, life insurance, even funeral policies without asking the same question. One client's story shows why the question matters more than the product.
Read the full article: https://news.americanretirementadvisors.com/your-money-has-drug-interactions-too/
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 - Seven Ways In, Part 7: A Bill Arrives for Income You No Longer HaveThe finale of Seven Ways In, a seven-part series on how seven very different people arrived at the same program, and the one detail that decided each case.Today: he retired in April after a big final year, deliberately so. The following January a notice arrives explaining his Medicare premium will be roughly triple what he expected, because of what he earned two years ago. Eddie and Betty walk through the 2026 income brackets, why they are cliffs rather than slopes, the form most people have never heard of that fixes this, and the planning version that avoids it entirely.Read the full article: https://news.americanretirementadvisors.com/bill-for-income-you-no-longer-have/That is all seven. Not one of these people was careless.21 min
- Seven Ways In, Part 6: She Picked Advantage Three Years Ago. Nobody Mentioned the Door Locked Behind Her.Part six of Seven Ways In, a seven-part series on how seven very different people arrived at the same program, and the one detail that decided each case.Today: she picked a Medicare Advantage plan at 65. Three years later she wants a supplement, and for the first time an insurance company gets to decide whether it wants her. Eddie and Betty walk through the one enrollment window in your life that never repeats, the twelve-month trial right most people have never heard of, and why none of this makes Advantage the wrong choice.Read the full article: https://news.americanretirementadvisors.com/door-locked-behind-her/Next in Seven Ways In, the finale: a bill arrives for income you no longer have.19 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/