The Retire Happy Podcast

By: John Iammarino & Thomas O‘Connell
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  • Summary

  • 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.
    Copyright John Iammarino & Thomas O‘Connell 2021
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Business & Careers Economics Personal Finance Politics & Government
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Episodes
  • Episode 98: Behind the Scenes of Financial Compliance - A Conversation with Matt Lovett

    Episode 98: Behind the Scenes of Financial Compliance - A Conversation with Matt Lovett
    Dec 12 2024

    In this episode, John and Thomas sit down with Matt Lovett, Chief Compliance Officer at Brookstone Capital Management, to explore the crucial role compliance plays in financial advising. With over 30 years of experience, Matt shares how fiduciary advisors prioritize transparency, rigorous product evaluation, and regulatory adherence to protect clients' interests. Get a behind-the-scenes look at the processes that keep your investments secure and aligned with your financial goals!

    Important Info:

    Securus Financial: https://www.gosecurus.com/

    International Financial Advisory Group: https://www.internationalfinancial.com/

    Call John: (858) 758-9889

    Call Thomas: (973) 394-0623
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    45 mins
  • Episode 97: Talking Oil and Gas Investments with Bruce Wehner

    Episode 97: Talking Oil and Gas Investments with Bruce Wehner
    Oct 31 2024

    In this episode of the Retire Happy Podcast, we’re joined by Bruce Wehner, Chief Cash Flow Strategist and lead advisor for e3 Wealth, to explore the high-level considerations of oil and gas investments as a potential tax mitigation strategy. While these investments carry a significant degree of risk, Bruce offers insights into how they can fit into broader tax planning and financial management strategies. Tune in for a great overview of the benefits, risks, and key questions to discuss with your financial team before considering this area of investing.

    e3 Wealth

    https://e3wealth.com/

    Important Info:

    Securus Financial: https://www.gosecurus.com/

    International Financial Advisory Group: https://www.internationalfinancial.com/

    Call John: (858) 758-9889

    Call Thomas: (973) 394-0623
    Show More Show Less
    55 mins
  • Ep 96: Understanding Annuities with Sheryl Moore

    Ep 96: Understanding Annuities with Sheryl Moore
    Sep 24 2024

    In this episode, John and Thomas welcome Sheryl Moore, CEO of Wink Intel and author of Why I Bought Indexed Annuities. With over 25 years of experience in the financial services industry, Sheryl specializes in annuities and insurance products. She discusses the various types of annuities available, debunks common myths, and helps us understand their role in a comprehensive retirement plan.

    Get your copy of Why I Bought Indexed Annuities HERE

    Wink Intel Website: https://www.winkintel.com/

    Important Info:

    Securus Financial: https://www.gosecurus.com/

    International Financial Advisory Group: https://www.internationalfinancial.com/

    Call John: (858) 758-9889

    Call Thomas: (973) 394-0623
    Show More Show Less
    50 mins

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