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 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
Thursday Feb 04, 2021
Thursday Feb 04, 2021
John is joined by attorney Dan Weiner to discuss approaching estate planning, as well as how to prepare for Proposition 19 as it takes place in California this February.
Dan Weiner Contact Information
Email dan@drw-law.com
949-409-1383
Schedule here: bit.ly/danweiner
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Jan 21, 2021
Thursday Jan 21, 2021
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why… Plus, we'll explore why China is considering raising its retirement age and discuss if the US will be next to do that move.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Jan 07, 2021
Thursday Jan 07, 2021
No industry is without its flaws, and the financial industry is no exception. Let’s explore some situations where we’ve encountered annoying or frustrating elements of the financial world. Plus, John has a special announcement to kick off our first show of 2021.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Dec 10, 2020
Thursday Dec 10, 2020
In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Wednesday Nov 11, 2020
Wednesday Nov 11, 2020
This episode is an important one. It is dedicated to John's longtime friend, Sean, who recently passed after a battle with cancer. John will tell us a little about some of his memories of Sean and why they were so close. We also want to use this as an opportunity to address one of the retirement planning elements that often gets overlooked, estate planning. In particular, we want to address wills and trusts and some of the misunderstandings people often have about them. We’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Oct 22, 2020
Thursday Oct 22, 2020
We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210