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 Sep 17, 2020
Thursday Sep 17, 2020
John breaks down several mortgage topics on today's show. We'll talk about the logic behind choosing 15-year mortgages vs. 30-year ones. We'll explore the benefits, but also the trade-offs, of paying your loans off early. And we'll dabble in some talk about HELOCs and more.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Sep 03, 2020
Thursday Sep 03, 2020
Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women. We'll also answer a question from Millie about which accounts you should withdraw money from first when you retire.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Aug 20, 2020
Thursday Aug 20, 2020
Today's interest rates are extraordinarily low, and there's quite a few ways you can be taking advantage of those rates to boost your portfolio, or to get yourself out of a tough financial situation. Let's talk about some of these great opportunities.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Aug 06, 2020
Thursday Aug 06, 2020
There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Jul 16, 2020
Thursday Jul 16, 2020
Income planning. Investment management. Tax management. Healthcare. Estate planning. Those are the 5 pillars of a holistic retirement plan. On this episode, John will talk to us about why your financial plan needs to address these pillars and he'll go into detail about what kinds of actions need to take place within each step of the plan. You can also download a PDF of the pillars by clicking here.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Jul 02, 2020
Thursday Jul 02, 2020
Mark Twain gave us a lot of great quotes through the years. Some of them directly related to money, but even the ones that didn't can still guide us to some financial wisdom. We'll check out some of his best quotes on today's show and relate them to retirement planning. We also have a question about trusts as part of a financial plan and what kind of animal would John pick as a pet if there were no restrictions?
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Jun 18, 2020
Thursday Jun 18, 2020
When it comes to annuities, there are many strong opinions out there regarding them. Some people swear by them, while others deem them as a bad financial product. On today's episode, John will educate us on the various features on the different types of annuities as well as talk about some of the fee structures.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Jun 04, 2020
Thursday Jun 04, 2020
When planning for retirement, there are some pretty big errors you can make if you're not getting the proper guidance. Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday May 21, 2020
Thursday May 21, 2020
Let's review the 8 steps you can take right now to help get through a down market. From budgeting to rebalancing, tax loss harvesting, and Roth conversions there are several opportunities right now to make smart financial decisions that will help set you up for a prosperous retirement.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday May 07, 2020
Thursday May 07, 2020
The Coronavirus stimulus bill now makes it easier for Americans to withdraw money from their 401(k)s and other types of retirement accounts. Is this a wise choice to help ease the burden of the crisis?
Important Info:
Check Out John's Videos: https://www.gosecurus.com/our-videos
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210