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 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
Thursday Feb 10, 2022
Thursday Feb 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: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623
Thursday Jan 13, 2022
Thursday Jan 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: (973) 394-0623
Thursday Dec 09, 2021
Thursday Dec 09, 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 sees in people's retirement accounts, relevant strategies to potentially. help lessen the tax burden, and why now is the best time to take action.
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 18, 2021
Thursday Nov 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: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623
Thursday Oct 28, 2021
Thursday Oct 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