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 Oct 06, 2022
Thursday Oct 06, 2022
Amanda David is the President of Business Development For Providence Care. In this position, she uses her 22 year of experience to assist with business development across the nation in over 140 skilled nursing facilities. John and Tom will be talking to Amanda about what to look for in a skilled nursing facility and how the cost of these facilities can range depending on the needs of the patient.
Important Info:
Medicare Website: http://medicare.gov
Amanda's Email: amandafelix@pacs.com
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623
Thursday Sep 08, 2022
Thursday Sep 08, 2022
Pam Morton is the President and CEO of Benefits By Design. She uses her 25 years of experience in the industry to help her clients choose the best healthcare option for them. With open enrollment quickly approaching, John and Tom wanted to invite her to the show to discuss the basics of Medicare and how to go about choosing a plan that fits your life.
Important Info:
Pam's Website: https://benefitsbydesignca.com
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623
Thursday Aug 25, 2022
Thursday Aug 25, 2022
Andy Ives serves as an IRA Analyst for Ed Slott and Company LLC. With over 20 years of experience, Andy aims to pass on some of his knowledge to financial advisors all across the country. Today's show we are discussing the NUA (Net Unrealized Appreciation) strategy. Andy will discuss the basic concepts of this strategy, the qualifications for it, and how you might be able to implement this in a retirement plan.
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
Thursday Jun 16, 2022
Thursday Jun 16, 2022
Len Reiner is the Founder and CEO of the Wealth and Wisdom Institute. His goal is to provide clients with information and knowledge that will help them when it comes to making decisions in their financial life. We will be discussing some concerning factors in the economic landscape right now and how being informed with the right knowledge can help you in your financial journey.
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
Thursday May 19, 2022
Thursday May 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:
Missing The Best Days PDF
S&P Chart
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623
Thursday May 05, 2022
Thursday May 05, 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 Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623
Thursday Apr 21, 2022
Thursday Apr 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: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623
Thursday Apr 07, 2022
Thursday Apr 07, 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 Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623
Thursday Mar 24, 2022
Thursday Mar 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: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623
Thursday Feb 24, 2022
Thursday Feb 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: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623