with Greg Frantz & David Schaeffer
Greg has had your back on Medicare for years. Now he is bringing in the team he trusts for everything else: your retirement income and the inheritance you leave behind. His next show is not on the calendar yet. Join the waitlist and we will let you know the moment a new date is set. Want a feel for the show first? His full episode is further down the page.
Greg Frantz
Your Medicare SpecialistGreg has spent more than 25 years looking out for his clients on Medicare. He goes narrow and goes deep. When you call, he takes care of it. His clients tell their friends. That is his whole reputation, and he has earned it.
David Schaeffer
Host · Founder, American Retirement AdvisorsDavid started American Retirement Advisors 25 years ago out of the trunk of his car. Today the firm serves clients across all 50 states. He is a fiduciary. He tells you what is best for you, not what earns a commission. He will walk away from a deal if it is not the right call for you.
Greg and David have known each other for more than a decade. They trust each other. And the reason Greg is walking through that door with you comes down to one simple idea.
Greg went narrow. American Retirement Advisors went wide.
Greg's practice is Medicare. He is exceptional at it and that is not changing. But Medicare is only one piece of what retirement looks like. There is retirement income: when you take Social Security, how you draw from your accounts, and how long your money actually lasts. And there is inheritance: what happens to what you have built, who gets it, and whether your family has to fight probate to get there.
In Greg's own words: "I want my clients to have the professional services and the at-ease feeling they deserve and need." That is why he is making this introduction. The team fills in the gaps. Greg is not going anywhere. This just adds a trusted team standing behind him.
We do this together. David has a plan, but it ebbs and flows with the room. Your questions and reactions are what make it a show, not a lecture.
We start with a live call to set the stage. Real person, real situation, real coaching from David. No fluff.
David digs into something that matters: retirement income, Social Security timing, inheritance. The stuff most advisors skip.
What we are seeing happen to our clients, how the industry is changing faster than people can keep up with, and how we navigate it so you do not have to.
When someone hits a milestone or wraps a plan they can actually live on, we stop and celebrate it. Those moments matter.
Tried to reserve a seat for the live taping and could not get through? You did not miss a thing. The whole show is right here, and your seat at the next one is waiting below.
Greg sat down with David in our Scottsdale studio for a full episode of Fiscal Fridays: The Retirement Surprise Nobody Sees Coming. They dig into IRMAA, short for the Income-Related Monthly Adjustment Amount, the Medicare surcharge that blindsides retirees after a business sale or an income spike, and what you can do to protect your retirement income.
Watch the full episode
The Retirement Surprise Nobody Sees Coming · 47 minThe waitlist hears first, before seats open to anyone else.
Greg's next Fiscal Fridays show is not on the calendar yet. Add your name below and we will tell you the moment the date is set, before we open seats to anyone else.
Don’t want to wait? David hosts Fiscal Fridays live in the Scottsdale studio. See the next shows →