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 14, 2021
Thursday Oct 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
Thursday Oct 07, 2021
Thursday Oct 07, 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 Nash, and countless others. We are excited to welcome Thomas into the podcast and discuss what is on the horizon for the show.
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 17, 2021
Thursday Jun 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 Thomas: (973) 394-0623
Thursday Jun 03, 2021
Thursday Jun 03, 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
Thursday May 06, 2021
Thursday May 06, 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
Thursday Apr 15, 2021
Thursday Apr 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
Thursday Apr 01, 2021
Thursday Apr 01, 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
Thursday Mar 18, 2021
Thursday Mar 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: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Mar 04, 2021
Thursday Mar 04, 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
Thursday Feb 18, 2021
Thursday Feb 18, 2021
Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google? We'll ask these questions to John to see how these different elements have helped shape his views of money and retirement.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210