The Retire Happy Podcast

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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 Plan

John Iammarino & Thomas O‘Connell


    • Apr 24, 2025 LATEST EPISODE
    • infrequent NEW EPISODES
    • 38m AVG DURATION
    • 101 EPISODES


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    Latest episodes from The Retire Happy Podcast

    Episode 101: A Look At Recent Property & Casualty Insurance Turmoil with Matt Burklund

    Play Episode Listen Later Apr 24, 2025 44:53


    In this episode of the Retire Happy Podcast, John and Tom sit down with Matt Burklund, CEO of Vault Insurance & Investments, for a timely conversation about what's really happening in the world of property and casualty insurance. As rates skyrocket and carriers pull out of key markets like California and Florida, Matt breaks down why the industry is under so much pressure and what that means for everyday homeowners. Matt also shares practical, actionable tips you can use today to reduce your risk, shop smart, and better protect your wealth.   Learn more about Matt: https://www.choosevault.com/team/MattBurklund   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

    Episode 100: Brookstone's Journey and What's Ahead with Dean Zayed

    Play Episode Listen Later Jan 16, 2025 38:41


    It's hard to believe we're celebrating the 100th episode of the Retire Happy Podcast today! As we reflect on the great memories we've made, we also look ahead to the future. Joining us in celebration is a third-time returning guest, Dean Zayed, JD, LLM, CFP®, an expert in retirement planning and the CEO and founder of Brookstone Capital Management himself. We're thrilled to have him on the show today to celebrate Brookstone's journey and discuss the culture that drives its success.   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

    Episode 99: Navigating the Market with Joe Casey

    Play Episode Listen Later Dec 26, 2024 50:12


    In this special episode of The Retire Happy Podcast, we're joined by Joe Casey, CEO and co-founder of Catalyst Wealth Coaching and host of the 6-Figure Trader Podcast. Joe is a remarkable investment mentor whose expertise has transformed the lives of countless advisors and their clients. Having studied blockchain and crypto investing at MIT and dedicated years to understanding institutional strategies, we're excited to hear some of his market insights today. We would also like to dedicate this episode to our mentor and friend, David Gaylor, whose wisdom and impact on the financial planning community will never be forgotten.    Episode Links: Catalyst Wealth Coaching https://www.catalystwealthcoaching.com/ 6 Figure Trader Podcast https://podcasts.apple.com/us/podcast/6-figure-trader-podcast/id1778529840   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

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

    Play Episode Listen Later Dec 12, 2024 45:16


    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

    Episode 97: Talking Oil and Gas Investments with Bruce Wehner

    Play Episode Listen Later Oct 31, 2024 55:11


    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

    Ep 96: Understanding Annuities with Sheryl Moore

    Play Episode Listen Later Sep 24, 2024 50:00


    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

    Ep 95: How AI Is Shaping The Investment Landscape with Expert David Marra

    Play Episode Listen Later Sep 5, 2024 46:42


    In this episode, we dive into the evolving role of AI in investment strategies with David Marra, co-founder and CIO of Markin Asset Management. With over three decades in the financial industry and two decades specifically focused on AI, David brings a unique perspective on how this technology is transforming investment landscapes. Join us as we explore the future of AI in investing and gain insights from an industry expert!   David's Blog https://markinfunds.com/insights-blog   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

    Ep 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle Connor

    Play Episode Listen Later Aug 22, 2024 46:35


    In this episode, we're focusing on the often misunderstood world of 1031 exchanges. To shed light on this topic, we're joined by Kyle Connor, a Real Estate Exchange Specialist at Invesco Real Estate. Kyle will clarify the 1031 exchange process and explain how it can benefit those transitioning from managing rental properties to exploring new investment opportunities. We'll also cover the advantages of Delaware Statutory Trusts (DSTs) as a passive investment option, and much more.    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

    Ep 93: Simplifying Estate Settlements with Estate Planning Expert, Josh Yager

    Play Episode Listen Later Jul 25, 2024 60:50


    We've brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we've never talked about settling the trust. That's why we're excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate and trust settlements, the importance of proper estate planning, and the process of transferring assets. We'll also learn more about Josh's unique approach to estate settlements through his company, Anodos Advisors.   About Josh: Josh Yager is a recognized expert on the management and oversight of trust assets. He lectures and writes extensively on the policies, procedures, and practices for the prudent administration of trusts. Josh has testified as an expert witness in the California Courts and is the Managing Partner of Anodos.   View The Estate Settlement Risk Assessment HERE The EstateValue Service https://drive.google.com/file/d/1XJNRxiMeT7lnGToGuwF6MskLx1dQtk_a/view?usp=sharing Schedule a Call with Josh: https://calendly.com/josh-trustee-help Watch the Estate Vault Video https://www.youtube.com/watch?v=RX3ycvr1O0I   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 92: Retirement 'I Wish I Had Knowns': Common Planning Regrets

    Play Episode Listen Later May 30, 2024 51:23


    While we love featuring guests on the show, John and Tom take a moment in this episode to touch on a topic close to their hearts: retirement planning regrets. Drawing from their years of experience, they discuss common pitfalls and missed opportunities that clients often face in the retirement planning process. From procrastinating on tax planning to overlooking key strategies, they explore the areas where they hear people say, 'I wish I had done this sooner!'   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 91: Avoiding Costly Retirement Fund Mistakes featuring Andy Ives

    Play Episode Listen Later Apr 11, 2024 48:49


    We're excited to have Andy Ives, CFP®, AIF®, back on the podcast with us this week. Andy is an IRA analyst at ED Slott and Company LLC. He joins us to talk about avoiding costly mistakes with your retirement funds. Tune in as we talk about Net Unrealized Appreciation (NUA) opportunities, Roth conversions, the age 55 exemption, and much more!   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 90: Relocating in Retirement: What You Need to Know featuring Melissa Bevacqua

    Play Episode Listen Later Mar 7, 2024 57:33


    In today's episode, we're going to focus on relocating in retirement. In hot real estate markets like California, New Jersey, and New York, we've witnessed a significant trend of homeowners making moves to more affordable and tax-friendly states, or simply looking to downsize. To help us tackle this topic, we've invited a seasoned realtor and good friend, Melissa Bevacqua, to join the conversation. If you're contemplating a move, especially in your retirement years, stick around for some invaluable insights!   Get in touch with Melissa Phone: 201-317-3940 Email: BevacquaRealEstate@gmail.com Melissa on Instagram: https://www.instagram.com/bevacqua.realestate/ Melissa on Facebook: https://www.facebook.com/BevacquaRealEstate/  

    Ep 89: The Power of a Personalized 401(k) Strategy with John Blamphin, CFP®, AIF®

    Play Episode Listen Later Feb 15, 2024 46:15


    In today's episode, we're shifting gears to focus on the often misunderstood realm of 401(k) management. Joining us is Mr. John Blamphin, the Director of Operations and Research at Retirement Management Systems. John, a seasoned CFP® and AIF® with over 31 years of industry experience, is here to talk about the complexities of 401(k) taxation, target date funds, asset allocation, and more. We'll explore the vital role of personalized strategies in navigating retirement accounts, and discuss how RMS stands out with its active management approach, quarterly reviews, and thorough risk assessments.   Episode Resources: RMS INC. https://manage401k.com/ RMS Client Brochure https://pdf.ac/oJ0Ri Why Savings Plan Management https://pdf.ac/1HE9Dz   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 88: Thought Leadership in Finance with Dean Zayed

    Play Episode Listen Later Feb 1, 2024 42:19


    In today's episode, we're excited to chat with Dean Zayed, the CEO and founder of Brookstone Capital Management. Our partnership with Dean has significantly influenced our careers and benefited our clients. Tune in as we discuss the unique financial strategies that distinguish Brookstone in the industry and talk about the power of collaboration and advisor education, while looking ahead to the future.   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    A Look at the Year Ahead with Mark DiOrio

    Play Episode Listen Later Jan 18, 2024 43:47


    We're kicking off 2024 with none other than Brookstone Capital Management's Chief Investment Officer, Mark DiOrio, CFA. With the new year unfolding and market speculations flying high, everyone's ears are tuned in to the diverse predictions echoing across the financial landscape. Having steered Brookstone's investment ship for the better part of a decade, Mark is here to share his insights on the current economic landscape.   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    The Important Role Of Social Security With Bill Rainaldi

    Play Episode Listen Later Nov 2, 2023 45:16


    The consequences of misunderstanding Social Security can be dramatic. That's why we're bringing in the best of the best to help you understand its complexities.Bill Rainaldi, the Senior Financial Services Consultant for Security Mutual Life Insurance Company, stands as the leading authority on all things Social Security. Join us as we demystify Social Security, uncover strategies to maximize your benefits, and discuss common mistakes people make surrounding this important benefit.   You can find the Social Security scam alert document here   Check out Bill's podcast: https://smlny.com/smlpodcast/   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Medicare Planning With Bob Shalongo

    Play Episode Listen Later Oct 26, 2023 41:15


    Bob Shalongo is the Vice President of Sales at Coastal Financial Group. The open enrollment period for Medicare is once again upon us, so we thought it would be a perfect time to invite Bob to the show. Bob will discuss the different types of Medicare plans that are out there and what criteria to look out for when selecting a plan.   Episode Links Coastal Financial: https://www.coastalfinancialgroup.com/   Medicare Quick Reference Guide: https://bit.ly/3tNakD4   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Investing In Your Health & Wellness With Rachel Fox

    Play Episode Listen Later Sep 21, 2023 61:19


    Navigating the vast realm of health advice can be daunting. Enter Rachel Fox, a Certified Health Coach and the visionary behind Rachel Fox Health. Her mission is to help her clients simplify their health and show them how to live a sustainable, healthy lifestyle. John and Tom will talk to Rachel about how she approaches health and wellnesss in her coaching and some tips when building a macronutrient based diet.   Any information shared or discussed in this podcast is not intended to be medical advice, nor is it meant to treat or diagnose disease. This is for informational and educational purposes only. If you have specific questions regarding your health, please consult your healthcare provider.  For more information on her virtual 1:1 coaching program and wellness philosophy, visit her website at https://rachelfoxhealth.com or follow along on IG @rachelfoxhealth.   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623  

    The Importance Of Physical Health In Retirement With Dr. Chris Stepien

    Play Episode Listen Later Aug 31, 2023 49:15


    Dr. Chris Stepien is the Founder of Barefoot Rehabilitation Clinic. In his practice, Dr. Chris uses a variety of different techniques with the mission to permanently reduce his clients' pain. It is important that we take care of our bodies as we age so that we are able to continue to do the things we enjoy. John and Tom will talk to Dr. Chris about the best ways for people in retirement to stay physically active and why it is crucial for people to maximize their fitness today.   Learn more about Dr. Chris: https://www.barefootrehab.com/ https://www.advancedptwellness.com/   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623  

    Navigating Grief: Support and Healing After Loss with Audrey White

    Play Episode Listen Later Aug 10, 2023 55:09


    Audrey White is the co-author of the new book Grief Coaching: Paving a Path From Pain To Peace, which will be released this fall. She is also the CEO of the Grief Coach Academy. Through her expertise in dealing with life setbacks, grief, and stress, Audrey has helped countless individuals find hope and healing during times of trauma and loss. In this episode, John and Tom will talk with Audrey about handling grief, and how to recover from the loss of a loved one in your retirement years.   Learn more about Audrey: Email- audrey@griefcoachacademy.com   https://audreylaurawhite.com/about/   https://www.tiktok.com/@griefcoachacademy   https://www.instagram.com/griefcoachacademy/   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    How To Transition Into Retirement With Larry Jacobson

    Play Episode Listen Later Jun 15, 2023 55:58


    Larry Jacobson is the Founder of Buoy Coaching. His business helps professionals transition into retirement, putting an emphasis on their purpose and helping them form a new identity for this next stage of life. In this episode, John and Tom will discuss how Larry's coaching program works, pursuing personal growth and passions in retirement, staying mentally and physically healthy, and much more!   More about Larry + his special offer of 3 FREE gifts & more!  https://LarryJacobson.com https://larryjacobson.com/3-free-gifts/   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 80: The 20 Biggest Money Mistakes In Retirement Planning

    Play Episode Listen Later May 18, 2023 60:28


    In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 20 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.   1. Ignoring the future tax implications of your retirement savings. 2. Starting Social Security too early. 3. Focusing on returns instead of income during retirement. 4. Being too aggressive or too conservative. 5. Taking advice from friends and family on how to invest. 6. Not diversifying investments. 7. Procrastinating saving for retirement. 8. Not having a clear retirement goal. 9. Relying solely on employer-sponsored retirement plans. 10. Inability to adjust your investment strategy as you approach retirement. 11. Withdrawing from retirement accounts too soon. 12. Ignoring long-term care costs. 13. Not adjusting your retirement budget for inflation. 14. Overlooking the importance of estate planning. 15. Failing to regularly review and update your retirement plan. 16. Ignoring healthcare expenses. 17. Not paying off high-interest debt before retirement. 18. Assuming you won't live a long time. 19. Poor communication between spouses about money. 20. Forgetting about sequence of returns risk.   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 79: Looking Out For Elder Abuse With Paul Greenwood

    Play Episode Listen Later Apr 20, 2023 48:40


    Paul Greenwood is the Founder of the Greenwood Law Corporation. His company provides educational training to professional agencies and offers consulting and expert witness services to attorneys who are litigating elder abuse cases. Before opening his own business, Paul served as the San Diego District Attorney for 25 years. Elder abuse is unfortunately very common in our society, which is why being informed is crucial. John and Tom will talk to Paul about common elder abuse scenarios and what red flags to look out for.   Episode Resources: https://cslb.ca.gov/ https://www.aarp.org/money/scams-fraud/about-fraud-watch-network/ https://www.bbb.org/   Connect with Paul:  Email: paul@greenwoodlawcorp.com Website: https://www.greenwoodlawcorp.com/   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 78: Cybersecurity Tips With Devin Kropp

    Play Episode Listen Later Mar 9, 2023 45:22


    Devin Kropp is the Associate Editor at Horsesmouth. In her role, Devin helps advisors market their material and also creates material all around cybersecurity. John and Tom will talk with Devin on some of the common scams she sees and how to keep your online accounts protected.   Check out Devin's book, Hack-Proof Your Life Now! https://amzn.to/3J9f2z0   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 77: Effective Communication With Erin Kennedy

    Play Episode Listen Later Feb 9, 2023 40:34


    Erin Kennedy is the Director Of Communications at Brookstone Capital Management. Erin helps advisors make their messaging clear, effective, and concise in order to help them educate their clients. John and Tom will talk about how Erin has helped them in both of their practices and her own financial education journey since beginning her role at Brookstone.   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 76: What To Know About The SECURE Act 2.0 With Ed Slott

    Play Episode Listen Later Jan 26, 2023 53:05


    The SECURE Act 2.0 was recently passed and this bill presents some big retirement changes. We thought this was a perfect opportunity to invite back Ed Slott to the show to discuss how IRAs will be impacted going forward.   Important Info: The Great Retirement Debate: https://greatretirementdebate.com/ Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 75: How The Economic Challenges Of 2022 Will Impact 2023 With Mark DiOrio

    Play Episode Listen Later Jan 12, 2023 48:48


    2022 presented some unique challenges for the United States economy. We witnessed high inflation numbers, market volatility, and rising interest rates just to name a few. We invite back Mark DiOrio on today's show to discuss how these challenges might affect us going into 2023 and why it is crucial to have a strategy in place when the market goes down.   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 74: 2022 Review

    Play Episode Listen Later Dec 8, 2022 42:11


    As 2022 comes to a close, we wanted to take a look back on what has happened this year. John and Tom will be discussing some positives that have occured in their practice, how they've helped their clients this year, and their plans for 2023.   Important Info: Medicare Website: http://medicare.gov Amanda's Email: amandafelix@pacs.com Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 73: Long Term Care Planning With Steve Cain

    Play Episode Listen Later Nov 17, 2022 44:43


    Steve Cain is the Sales and Business Development Leader with LTCI Partners. Steve has over 20 years of experience in the Insurance and Fianncial Services. His focus at LTCI Partners is leading his sales team and maintaing relationships with institutions that offer long term care products. John and Tom will be talking to Steve about the different types of long term care products that are offered, considerations you should make when choosing a plan, and why it is crucial to be an informed consumer in this space.   Important Info: Medicare Website: http://medicare.gov Amanda's Email: amandafelix@pacs.com Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 72: Hospice Care With Kathryn Alexander

    Play Episode Listen Later Oct 27, 2022 54:24


    Kathryn Alexander is the Director of Operations at Comfort and Peace Hospice. Kathryn decided to pursue this career path after having a couple experiences in the hospice side of healthcare with her own family members. John and Tom will talk to Kathryn about who qualifies for hospice, what care they provide, and how to find a team that fits the family's needs.   Important Info: Medicare Website: http://medicare.gov Amanda's Email: amandafelix@pacs.com Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 71: Skilled Nursing Care With Amanda David

    Play Episode Listen Later Oct 6, 2022 41:34


    Amanda David is the President of Business Development For Providence Care. In this position, she uses her 22 year os experience to assist with business development across the nation in over 140 skilled nursing facilities. John and Tom will be talking to Amanda about what to look for in a skilled nursing facility and how the cost of these facilities can range depending on the needs of the patient. Important Info: Medicare Website: http://medicare.gov Amanda's Email: amandafelix@pacs.com Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 70: Understanding Medicare With Pam Morton

    Play Episode Listen Later Sep 8, 2022 46:17


    Pam Morton is the President and CEO of Benefits By Design. She uses her 25 years of experience in the industry to help her clients choose the best healthcare option for them. With open enrollment quickly approaching, John and Tom wanted to invite her to the show to discuss the basics of Medicare and how to go about choosing a plan that fits your life. Important Info: Pam's Website: https://benefitsbydesignca.com Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 69: The Basics Of An NUA Strategy With Andy Ives

    Play Episode Listen Later Aug 25, 2022 51:05


    Andy Ives serves as an IRA Analyst for Ed Slott and Company LLC. With over 20 years of experience, Andy aims to pass on some of his knowledge to financial advisors all across the country. Today's show we are discussing the NUA (Net Unrealized Appreciation) strategy. Andy will discuss the basic concepts of this strategy, the qualifications for it, and how you might be able to implement this in a retirement plan. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 68: How To Use A Reverse Mortgage With Don Graves

    Play Episode Listen Later Aug 11, 2022 53:48


    Don Graves is the President of the Housing Wealth Institute. He is considered one of the nation's leading educators on incorporating housing wealth into retirement income planning. On this episode, we'll talk to Don about what exactly a reverse mortgage is, how they can utilized in a retirement plan, and why there seems to be a negative association with them from many people. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 67: Having Financial Awareness Eliminates Guesswork With Len Reiner

    Play Episode Listen Later Jun 16, 2022 44:54


    Len Reiner is the Founder and CEO of the Wealth and Wisdom Institute. His goal is to provide clients with information and knowledge that will help them when it comes to making decisions in their financial life. We will be discussing some concerning factors in the economic landscape right now and how being informed with the right knowledge can help you in your financial journey. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 66: 6 Mistakes That Can Lead To A Failed Retirement

    Play Episode Listen Later May 19, 2022 53:48


    Retirement is a phase of life that you need to have a solid plan for. Of course, you need to have a reliable financial plan in order to fund your basic needs and activities you enjoy, but you should also plan for what you are going to do with all the free time you now have. John and Tom will be discussing common mistakes people fail to plan for and why this can lead to a failed retirement. Important Info: Missing The Best Days PDF S&P Chart Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 65: Protecting Your Assets With Tom Tyson

    Play Episode Listen Later May 5, 2022 38:01


    Tom Tyson joins us on this week's edition of the podcast. Tom is the President and Founder of Coastal FInancial Group. The company focuses on creating customized asset protection plans in order to meet the needs of the clients they serve. We will be discussing commonly overlooked items in risk management, what the planning process looks like, and the dangers of going with a plan that offers the cheapest rate. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 64: Retirement Planning For Small Business Owners With Steve Arnold

    Play Episode Listen Later Apr 21, 2022 35:07


    Steve Arnold is the CEO and Founder of Retirement Actuarial Services. His business specializes in helping small business owners retire with custom-designed pension plans. We will be discussing some tax-efficient strategies he has implemented within his client base and how he creates pension plans for small business owners looking to retire in the near future. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 63: How Interest Rates Will Impact The Real Estate Market With Carlos Gutierrez

    Play Episode Listen Later Apr 7, 2022 33:18


    Carlos Gutierrez joins us on the podcast for this week's episode. Carlos is a real estate agent at Carlos Sells San Diego. He brings his high level of expertise and knowledge to all of the buyers and investors he works with. Since interest rates are on the rise, we thought this would be a perfect time to bring Carlos to the show and discuss how this will affect the real estate market. He will also talk about common downsize mistakes and relocation considerations. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 62: The Importance Of Having A Personalized Estate Plan With Dan Weiner

    Play Episode Listen Later Mar 24, 2022 42:11


    Our guest this week is the owner of Weiner Legacy Law, Dan Weiner. In his practice, Dan helps families put together a personalized and comprehensive estate plan that meets their objectives and wishes. On today's show we discuss the differences between a trust and will, the probate process, and why estate planning is so much more than just a pile of documents. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 61: Generational Wealth Strategies With Nick Nardulli

    Play Episode Listen Later Feb 24, 2022 44:15


    Nick Nardulli joins us on this week's podcast. Nick is the Founder and President of Family Defined Benefits. He strives to create comprehensive estate plans for his clients with a focus on passing down generational wealth. We discuss the consequences of overlooking estate planning, some recent law changes in the landscape, and strategies Nick uses in his practice. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 60: Tax Planning With Mauro D'Amico

    Play Episode Listen Later Feb 10, 2022 37:17


    We invite Mauro D'Amico to sit down with us on today's show. Mauro is the President & Founder of D'Amico Integrated Wealth Management. In his practice, he helps clients understand their current tax situation and help them build out a tax efficient plan for the future. We talk to Mauro about some of the misconceptions in regards to tax planning, strategies he implements in his business, and the importance of having a wholistic tax plan. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 59: 2022 Economic Outlook With Mark DiOrio

    Play Episode Listen Later Jan 13, 2022 43:09


    Mark DiOrio, the Chief Investment Officer of Brookstone Capital Management joins us on today's episode. Since we just turned the page to 2022, we thought this would be a great time to sit down and chat with Mark about what his economic expectations for the new year are and where he sees cryptocurrency going. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 58: America‘s IRA Expert, Ed Slott

    Play Episode Listen Later Dec 9, 2021 48:40


    Ed Slott is a nationally recognized professional speaker, television personality, and best-selling author. He started his own business Ed Slott and Company, which has become one of the nation's leading source of timely, accurate IRA expertise. He then went on to start a program called Ed Slott's Elite IRA Advisor Group, which was developed to help top advisors maintain a mastery of advanced retirement account and tax planning laws. Ed talks to us about some of the most common problems he sees in people's retirement accounts, relevant strategies to potentially. help lessen the tax burden, and why now is the best time to take action. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 57: The Importance Of Supporting Independent Advisors With Dean Zayed

    Play Episode Listen Later Nov 18, 2021 34:47


    Dean Zayed, the CEO & Founder of Brookstone Capital Management joins us on today's podcast. Brookstone assists independent advisors by providing them with resources and expertise that aligns with the goals of their firms. We talk to Dean about the story behind Brookstone, the history of the fiduciary standard, and where he sees the future of the industry going. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 56: The State Of The Economy

    Play Episode Listen Later Oct 28, 2021 39:50


    On today's podcast, John and Tom will take a step back and discuss some observations they have noticed about the U.S. economy. The guys will discuss employment numbers, supply chain problems, and what has contributed to the recent rise of inflation. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 55: Biden‘s Tax Proposal

    Play Episode Listen Later Oct 14, 2021 37:22


    Joe Biden's tax proposal has made its way to the House for discussion and there have been many changes made from the original plan. John and Tom will discuss the key items that are in this proposal and who will be impacted by these possible changes. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 54: New Changes Coming To The Podcast

    Play Episode Listen Later Oct 7, 2021 19:52


    The podcast is officially back from summer break with some exciting new changes. Since the show's creation, Walter has co-hosted with John and helped lead the show to where it is today. But now, Walter is going to take a step back and Thomas O'Connell is going to step into the co-host position. Thomas is the President and Managing Principal of International Financial Advisory Group, Inc. Thomas has trained under some of the most notable figures in the financial industry: Ed Slott, Nelson Nash, and countless others. We are excited to welcome Thomas into the podcast and discuss what is on the horizon for the show. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 53: Do Retirees Really Need Life Insurance?

    Play Episode Listen Later Jun 17, 2021 35:08


    Ironically, life insurance is a young man's game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let's explore some ins and outs of life insurance and its various uses. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

    Ep 52: How Do You Truly Describe Retirement?

    Play Episode Listen Later Jun 3, 2021 39:53


    It makes sense that the way we plan for retirement is largely influenced by what we think retirement is like or all about. So, let's take a look at how various people across the US describe retirement and see how that might shape the retirement planning process. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

    Ep 51: Are You Flirtin' With Disaster

    Play Episode Listen Later May 6, 2021 45:35


    Let's talk about some of the areas of your financial life where you might be flirtin' with disaster and don't even know it… We'll also play a round of fact or fiction, talk a little music, and answer a listener question about going back to work or retiring in the wake of a heart attack. Important Info: Securus Financial Site: https://www.gosecurus.com/ Call John: (858) 935-6210

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