The Retire Happy Podcast
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.
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Episodes
Thursday Apr 04, 2019
Thursday Apr 04, 2019
Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion… We'll also debut a new segment on the show called "Getting To Know You". Each episode we'll ask John a non-financial question to get to know his personality a little better. This week we'll find out about his favorite concert experience.
Thursday Mar 21, 2019
Thursday Mar 21, 2019
A recent survey of Americans showed that more than half the respondents think the contentious political climate is the biggest threat to the US economy. Does John agree with that sentiment? Find out on today's episode and we'll also answer Phil's question about wanting to get his wife more involved with the planning process. How hard should you push to make sure your spouse is connected to the details of your financial plan?
Thursday Mar 07, 2019
Thursday Mar 07, 2019
It seems like every time the market takes a dip there are prognosticators on each side of the debate shouting about whether this is finally the market crash we've all been waiting for. How do you know who's right? John will cover that debate in detail on today's show and we'll also take a look at a popular financial buzzword - risk tolerance. We'll talk about what it means and how it's important for you to have an accurate grasp on what level of risk is appropriate for your situation.
Thursday Feb 21, 2019
Thursday Feb 21, 2019
On this episode, John tackles some tough questions raised by former U.S. Comptroller General David Walker about how the country's fiscal spending will effect you in the years to come. And later, we'll hear a few stories about clients that have come to John with overly complicated investment plans, and why those plans were not perhaps in their best interest.
Friday Jan 25, 2019
Friday Jan 25, 2019
Ever heard of the term longevity risk? It's becoming much more common as people live longer in retirement. Make sure that your retirement plan is set up to last as long as you need it. On this episode, John covers all the challenges of living a long time and how you can overcome them.