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 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
Thursday Apr 16, 2020
Thursday Apr 16, 2020
We've covered the SECURE Act before on this podcast, but on this episode we'll take a deep dive into the true implications of losing access to the Stretch IRA strategy that many investors have used in the past to pass generational wealth.
Important Info:
SECURE Act Beneficiary PDF
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Apr 02, 2020
Thursday Apr 02, 2020
How far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Mar 19, 2020
Thursday Mar 19, 2020
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. John will analyze it all on today's show as we break down the situation and give you some important things to think about when it comes to your investments, retirement and actions you should (and shouldn't) take during this pandemic.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
Thursday Mar 05, 2020
Thursday Mar 05, 2020
Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process…
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210