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The Retire Happy Podcast

Business & Economics Podcasts

Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years. Thomas has spent 30+ years assisting families with retirement planning, college planning and wealth management. He specializes in working with high net worth individuals, families and business owners. John & Thomas are longtime friends and will use the podcast to help make sure they‘re keeping retirement happy from coast-to-coast.

Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years. Thomas has spent 30+ years assisting families with retirement planning, college planning and wealth management. He specializes in working with high net worth individuals, families and business owners. John & Thomas are longtime friends and will use the podcast to help make sure they‘re keeping retirement happy from coast-to-coast.

Location:

United States

Description:

Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years. Thomas has spent 30+ years assisting families with retirement planning, college planning and wealth management. He specializes in working with high net worth individuals, families and business owners. John & Thomas are longtime friends and will use the podcast to help make sure they‘re keeping retirement happy from coast-to-coast.

Language:

English

Contact:

9193781410


Episodes

Ep 59: 2022 Economic Outlook With Mark DiOrio

1/13/2022
Mark DiOrio, the Chief Investment Officer of Brookstone Capital Management joins us on today's episode. Since we just turned the page to 2022, we thought this would be a great time to sit down and chat with Mark about what his economic expectations for the new year are and where he sees cryptocurrency going. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas:...

Duration:00:43:09

Ep 58: America‘s IRA Expert, Ed Slott

12/9/2021
Ed Slott is a nationally recognized professional speaker, television personality, and best-selling author. He started his own business Ed Slott and Company, which has become one of the nation's leading source of timely, accurate IRA expertise. He then went on to start a program called Ed Slott’s Elite IRA Advisor Group, which was developed to help top advisors maintain a mastery of advanced retirement account and tax planning laws. Ed talks to us about some of the most common problems he...

Duration:00:48:40

Ep 57: The Importance Of Supporting Independent Advisors With Dean Zayed

11/18/2021
Dean Zayed, the CEO & Founder of Brookstone Capital Management joins us on today's podcast. Brookstone assists independent advisors by providing them with resources and expertise that aligns with the goals of their firms. We talk to Dean about the story behind Brookstone, the history of the fiduciary standard, and where he sees the future of the industry going. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group:...

Duration:00:34:47

Ep 56: The State Of The Economy

10/28/2021
On today's podcast, John and Tom will take a step back and discuss some observations they have noticed about the U.S. economy. The guys will discuss employment numbers, supply chain problems, and what has contributed to the recent rise of inflation. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

Duration:00:39:50

Ep 55: Biden‘s Tax Proposal

10/14/2021
Joe Biden’s tax proposal has made its way to the House for discussion and there have been many changes made from the original plan. John and Tom will discuss the key items that are in this proposal and who will be impacted by these possible changes. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

Duration:00:37:22

Ep 54: New Changes Coming To The Podcast

10/7/2021
The podcast is officially back from summer break with some exciting new changes. Since the show's creation, Walter has co-hosted with John and helped lead the show to where it is today. But now, Walter is going to take a step back and Thomas O'Connell is going to step into the co-host position. Thomas is the President and Managing Principal of International Financial Advisory Group, Inc. Thomas has trained under some of the most notable figures in the financial industry: Ed Slott, Nelson...

Duration:00:19:52

Ep 53: Do Retirees Really Need Life Insurance?

6/17/2021
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call...

Duration:00:35:08

Ep 52: How Do You Truly Describe Retirement?

6/3/2021
It makes sense that the way we plan for retirement is largely influenced by what we think retirement is like or all about. So, let’s take a look at how various people across the US describe retirement and see how that might shape the retirement planning process. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

Duration:00:39:53

Ep 51: Are You Flirtin' With Disaster

5/6/2021
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it… We'll also play a round of fact or fiction, talk a little music, and answer a listener question about going back to work or retiring in the wake of a heart attack. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

Duration:00:45:35

Ep 50: State Of The (Financial) Union

4/15/2021
It feels like we're at a bit of an economic stalemate right now. There's optimism about life getting back to normal with vaccine availability, but at the same time the market seems rudderless and bounces up and down daily. John will give us his perspective on the state of our union from a financial perspective and also provide a state of the union for Securus Financial. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

Duration:00:25:13

Ep 49: John's Bedrock Financial Principles

4/1/2021
If you had to be elected in order to be a financial advisor, what would be your bedrock principles you'd make part of your campaign platform? John will share his with us and we'll answer a question about having a retirement savings surplus in the mailbag portion of the program, plus much more. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

Duration:00:34:46

Ep 48: Alternative Investments - What To Know

3/18/2021
The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? What are some of the alternative investments you should know about? We’ll seek to answer those questions and more on this episode. Important Info: Securus Financial Site:...

Duration:00:35:34

Ep 47: The Non-Financial Plan

3/4/2021
The non-financial part of your retirement plan is also the most often overlooked area of planning. John calls it your Retirement Vision and discusses on this episode why it's so important to have a plan for your passions and lifestyle, much like you would for your investments. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

Duration:00:30:20

Ep 46: Where All My Financial Knowledge Comes From

2/18/2021
Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google? We'll ask these questions to John to see how these different elements have helped shape his views of money and retirement. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

Duration:00:46:44

Ep 45: Estate Planning And Prop 19 Analysis With Attorney Dan Weiner

2/4/2021
John is joined by attorney Dan Weiner to discuss approaching estate planning, as well as how to prepare for Proposition 19 as it takes place in California this February. Dan Weiner Contact Information Email dan@drw-law.com 949-409-1383 Schedule here: bit.ly/danweiner Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

Duration:00:31:51

Ep 44: Things Nobody Says And What We Can Learn From Them

1/21/2021
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why… Plus, we'll explore why China is considering raising its retirement age and discuss if the US will be next to do that move. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

Duration:00:44:57

Ep 43: What Drives Your Financial Advisor Crazy?

1/7/2021
No industry is without its flaws, and the financial industry is no exception. Let’s explore some situations where we’ve encountered annoying or frustrating elements of the financial world. Plus, John has a special announcement to kick off our first show of 2021. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

Duration:00:45:27

Ep 42: The Customer Isn't Always Right

12/10/2020
In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858)...

Duration:00:54:21

Ep 41: Dedicated To Sean - What Retirees Should Know About Wills & Trusts

11/11/2020
This episode is an important one. It is dedicated to John's longtime friend, Sean, who recently passed after a battle with cancer. John will tell us a little about some of his memories of Sean and why they were so close. We also want to use this as an opportunity to address one of the retirement planning elements that often gets overlooked, estate planning. In particular, we want to address wills and trusts and some of the misunderstandings people often have about them. We’ll explore some of...

Duration:00:31:23

Ep 40: Addressing Specific Retirement Concerns Of Baby Boomers

10/22/2020
We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

Duration:00:29:01