The Retire Happy Podcast

De: John Iammarino & Thomas O‘Connell
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  • Resumen

  • 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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Economía Finanzas Personales Política y Gobierno
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Episodios
  • Episode 101: A Look At Recent Property & Casualty Insurance Turmoil with Matt Burklund

    Episode 101: A Look At Recent Property & Casualty Insurance Turmoil with Matt Burklund
    Apr 24 2025

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

    Episode 100: Brookstone's Journey and What's Ahead with Dean Zayed
    Jan 16 2025

    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
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    39 m
  • Episode 99: Navigating the Market with Joe Casey

    Episode 99: Navigating the Market with Joe Casey
    Dec 26 2024

    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
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    50 m
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