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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 66: 6 Mistakes That Can Lead To A Failed Retirement

5/19/2022
Retirement is a phase of life that you need to have a solid plan for. Of course, you need to have a reliable financial plan in order to fund your basic needs and activities you enjoy, but you should also plan for what you are going to do with all the free time you now have. John and Tom will be discussing common mistakes people fail to plan for and why this can lead to a failed retirement. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory...

Duration:00:53:47

Ep 65: Protecting Your Assets With Tom Tyson

5/5/2022
Tom Tyson joins us on this week’s edition of the podcast. Tom is the President and Founder of Coastal FInancial Group. The company focuses on creating customized asset protection plans in order to meet the needs of the clients they serve. We will be discussing commonly overlooked items in risk management, what the planning process looks like, and the dangers of going with a plan that offers the cheapest rate. Important Info: Securus Financial: https://www.gosecurus.com/ International...

Duration:00:38:00

Ep 64: Retirement Planning For Small Business Owners With Steve Arnold

4/21/2022
Steve Arnold is the CEO and Founder of Retirement Actuarial Services. His business specializes in helping small business owners retire with custom-designed pension plans. We will be discussing some tax-efficient strategies he has implemented within his client base and how he creates pension plans for small business owners looking to retire in the near future. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group:...

Duration:00:35:06

Ep 63: How Interest Rates Will Impact The Real Estate Market With Carlos Gutierrez

4/7/2022
Carlos Gutierrez joins us on the podcast for this week’s episode. Carlos is a real estate agent at Carlos Sells San Diego. He brings his high level of expertise and knowledge to all of the buyers and investors he works with. Since interest rates are on the rise, we thought this would be a perfect time to bring Carlos to the show and discuss how this will affect the real estate market. He will also talk about common downsize mistakes and relocation considerations. Important Info: Securus...

Duration:00:33:17

Ep 62: The Importance Of Having A Personalized Estate Plan With Dan Weiner

3/24/2022
Our guest this week is the owner of Weiner Legacy Law, Dan Weiner. In his practice, Dan helps families put together a personalized and comprehensive estate plan that meets their objectives and wishes. On today's show we discuss the differences between a trust and will, the probate process, and why estate planning is so much more than just a pile of documents. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group:...

Duration:00:42:11

Ep 61: Generational Wealth Strategies With Nick Nardulli

2/24/2022
Nick Nardulli joins us on this week's podcast. Nick is the Founder and President of Family Defined Benefits. He strives to create comprehensive estate plans for his clients with a focus on passing down generational wealth. We discuss the consequences of overlooking estate planning, some recent law changes in the landscape, and strategies Nick uses in his practice. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group:...

Duration:00:44:14

Ep 60: Tax Planning With Mauro D’Amico

2/10/2022
We invite Mauro D'Amico to sit down with us on today's show. Mauro is the President & Founder of D'Amico Integrated Wealth Management. In his practice, he helps clients understand their current tax situation and help them build out a tax efficient plan for the future. We talk to Mauro about some of the misconceptions in regards to tax planning, strategies he implements in his business, and the importance of having a wholistic tax plan. Important Info: Securus Financial:...

Duration:00:37:17

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