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 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
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