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 Jan 26, 2023
Thursday Jan 26, 2023
The SECURE Act 2.0 was recently passed and this bill presents some big retirement changes. We thought this was a perfect opportunity to invite back Ed Slott to the show to discuss how IRAs will be impacted going forward.
Important Info:
The Great Retirement Debate: https://greatretirementdebate.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 Jan 12, 2023
Thursday Jan 12, 2023
2022 presented some unique challenges for the United States economy. We witnessed high inflation numbers, market volatility, and rising interest rates just to name a few. We invite back Mark DiOrio on today's show to discuss how these challenges might affect us going into 2023 and why it is crucial to have a strategy in place when the market goes down.
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 Dec 08, 2022
Thursday Dec 08, 2022
As 2022 comes to a close, we wanted to take a look back on what has happened this year. John and Tom will be discussing some positives that have occured in their practice, how they've helped their clients this year, and their plans for 2023.
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 Nov 17, 2022
Thursday Nov 17, 2022
Steve Cain is the Sales and Business Development Leader with LTCI Partners. Steve has over 20 years of experience in the Insurance and Fianncial Services. His focus at LTCI Partners is leading his sales team and maintaing relationships with institutions that offer long term care products. John and Tom will be talking to Steve about the different types of long term care products that are offered, considerations you should make when choosing a plan, and why it is crucial to be an informed consumer in this space.
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 Oct 27, 2022
Thursday Oct 27, 2022
Kathryn Alexander is the Director of Operations at Comfort and Peace Hospice. Kathryn decided to pursue this career path after having a couple experiences in the hospice side of healthcare with her own family members. John and Tom will talk to Kathryn about who qualifies for hospice, what care they provide, and how to find a team that fits the family's needs.
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 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