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

    Ep 92: Retirement 'I Wish I Had Knowns': Common Planning Regrets
    May 30 2024

    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
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    51 m
  • Ep 91: Avoiding Costly Retirement Fund Mistakes featuring Andy Ives

    Ep 91: Avoiding Costly Retirement Fund Mistakes featuring Andy Ives
    Apr 11 2024

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

    Ep 90: Relocating in Retirement: What You Need to Know featuring Melissa Bevacqua
    Mar 7 2024

    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/

    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
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    58 m
Empresas y Profesiones Economía Finanzas Personales Política y Gobierno
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