Couverture de The Retire Happy Podcast

The Retire Happy Podcast

The Retire Happy Podcast

De : John Iammarino & Thomas O‘Connell
Écouter gratuitement

3 mois pour 0,99 €/mois

Après 3 mois, 9.95 €/mois. Offre soumise à conditions.

À propos de ce contenu audio

 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 Economie Finances privées Politique et gouvernement
Les membres Amazon Prime bénéficient automatiquement de 2 livres audio offerts chez Audible.

Vous êtes membre Amazon Prime ?

Bénéficiez automatiquement de 2 livres audio offerts.
Bonne écoute !
    Épisodes
    • Ep 107: Celebrating 20 Years of Brookstone with Dean Zayed

      Ep 107: Celebrating 20 Years of Brookstone with Dean Zayed
      Jan 27 2026

      Kicking off the first episode of 2026, John and Tom welcome back their favorite guest and friend, Dean Zayed, CEO and founder of Brookstone Capital Management. Celebrating Brookstone’s 20th anniversary, Dean joins the show to reflect on the firm’s growth, innovation, and advisor-first culture. The conversation dives into the golden age of wealth management, cutting-edge income strategies like BAMIX, and why strong partnerships, outside-the-box thinking, and shared values matter more than ever in helping clients retire happy.

      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
      Afficher plus Afficher moins
      48 min
    • Ep 106: The Missing Skill in Most Advisors’ Toolkits with Joe Casey

      Ep 106: The Missing Skill in Most Advisors’ Toolkits with Joe Casey
      Dec 10 2025

      We're excited to welcome back Joe Casey, CEO and co-founder of Catalyst Wealth Coaching and a mentor to financial advisors nationwide, to wrap up the 2025 season! Joe joins the show to dig into the realities of market manipulation, trend analysis, and why most investors- and even many advisors- misread what the market is actually telling them. He breaks down how algorithms, dark pools, and institutional behavior shape price movements, and explains the disciplined framework he teaches advisors to help them stay on the right side of trends.

      Episode Links:

      Catalyst Wealth Coaching

      https://www.catalystwealthcoaching.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
      Afficher plus Afficher moins
      52 min
    • Ep 105: Health Is Wealth: Building Strength, Mobility & Confidence in Retirement with Nichole Van Cliff

      Ep 105: Health Is Wealth: Building Strength, Mobility & Confidence in Retirement with Nichole Van Cliff
      Dec 3 2025

      In this episode, John and Tom sit down with fitness expert and Air Force veteran Nichole Van Cliff to explore why taking care of your health is one of the most important parts of a successful retirement. Nichole shares powerful insights from her work with seniors, veterans, and personal training clients- showing how strength, mobility, and small daily habits can transform your quality of life at any age. From breaking old patterns to building confidence through movement and nutrition, she explains how anyone can start improving their health right now, no matter their limitations.

      Learn more about Fit Fin Wellness:

      https://fitfinwellness.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
      Afficher plus Afficher moins
      49 min
    Aucun commentaire pour le moment