The Retire Happy Podcast
By John Iammarino & Thomas O‘Connell
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Image by John Iammarino & Thomas O‘Connell
Category: Investing
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Episodes: 102
Description
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.
| Episode | Date |
|---|---|
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Ep 103: Interest Rates, AI, and Alternative Investments with Mark DiOrio
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Aug 20, 2025 |
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Ep 102: New Tax Law, New Opportunities: Unpacking The "One Big Beautiful Bill" with Ed Slott
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Jul 23, 2025 |
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Ep 101: A Look At Recent Property & Casualty Insurance Turmoil with Matt Burklund
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Apr 24, 2025 |
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Ep 100: Brookstone's Journey and What's Ahead with Dean Zayed
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Jan 16, 2025 |
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Ep 99: Navigating the Market with Joe Casey
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Dec 26, 2024 |
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Ep 98: Behind the Scenes of Financial Compliance - A Conversation with Matt Lovett
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Dec 12, 2024 |
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Ep 97: Talking Oil and Gas Investments with Bruce Wehner
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Oct 31, 2024 |
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Ep 96: Understanding Annuities with Sheryl Moore
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Sep 24, 2024 |
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Ep 95: How AI Is Shaping The Investment Landscape with Expert David Marra
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Sep 05, 2024 |
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Ep 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle Connor
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Aug 22, 2024 |
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Ep 93: Simplifying Estate Settlements with Estate Planning Expert, Josh Yager
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Jul 25, 2024 |
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Ep 92: Retirement 'I Wish I Had Knowns': Common Planning Regrets
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May 30, 2024 |
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Ep 91: Avoiding Costly Retirement Fund Mistakes featuring Andy Ives
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Apr 11, 2024 |
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Ep 90: Relocating in Retirement: What You Need to Know featuring Melissa Bevacqua
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Mar 07, 2024 |
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Ep 89: The Power of a Personalized 401(k) Strategy with John Blamphin, CFP®, AIF®
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Feb 15, 2024 |
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Ep 88: Thought Leadership in Finance with Dean Zayed
|
Feb 01, 2024 |
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Ep 87: A Look at the Year Ahead with Mark DiOrio
|
Jan 18, 2024 |
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Ep 86: The Important Role Of Social Security With Bill Rainaldi
|
Nov 02, 2023 |
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Ep 85: Medicare Planning With Bob Shalongo
|
Oct 26, 2023 |
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Ep 84: Investing In Your Health & Wellness With Rachel Fox
|
Sep 21, 2023 |
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Ep 83: The Importance Of Physical Health In Retirement With Dr. Chris Stepien
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Aug 31, 2023 |
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Ep 82: Navigating Grief: Support and Healing After Loss with Audrey White
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Aug 10, 2023 |
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Ep 81: How To Transition Into Retirement With Larry Jacobson
|
Jun 15, 2023 |
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Ep 80: The 20 Biggest Money Mistakes In Retirement Planning
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May 18, 2023 |
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Ep 79: Looking Out For Elder Abuse With Paul Greenwood
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Apr 20, 2023 |
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Ep 78: Cybersecurity Tips With Devin Kropp
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Mar 09, 2023 |
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Ep 77: Effective Communication With Erin Kennedy
|
Feb 09, 2023 |
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Ep 76: What To Know About The SECURE Act 2.0 With Ed Slott
|
Jan 26, 2023 |
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Ep 75: How The Economic Challenges Of 2022 Will Impact 2023 With Mark DiOrio
|
Jan 12, 2023 |
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Ep 74: 2022 Review
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Dec 08, 2022 |
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Ep 73: Long Term Care Planning With Steve Cain
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Nov 17, 2022 |
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Ep 72: Hospice Care With Kathryn Alexander
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Oct 27, 2022 |
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Ep 71: Skilled Nursing Care With Amanda David
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Oct 06, 2022 |
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Ep 70: Understanding Medicare With Pam Morton
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Sep 08, 2022 |
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Ep 69: The Basics Of An NUA Strategy With Andy Ives
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Aug 25, 2022 |
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Ep 67: Having Financial Awareness Eliminates Guesswork With Len Reiner
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Jun 16, 2022 |
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Ep 66: 6 Mistakes That Can Lead To A Failed Retirement
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May 19, 2022 |
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Ep 65: Protecting Your Assets With Tom Tyson
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May 05, 2022 |
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Ep 64: Retirement Planning For Small Business Owners With Steve Arnold
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Apr 21, 2022 |
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Ep 63: How Interest Rates Will Impact The Real Estate Market With Carlos Gutierrez
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Apr 07, 2022 |
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Ep 62: The Importance Of Having A Personalized Estate Plan With Dan Weiner
|
Mar 24, 2022 |
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Ep 61: Generational Wealth Strategies With Nick Nardulli
|
Feb 24, 2022 |
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Ep 60: Tax Planning With Mauro D’Amico
|
Feb 10, 2022 |
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Ep 59: 2022 Economic Outlook With Mark DiOrio
|
Jan 13, 2022 |
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Ep 58: America‘s IRA Expert, Ed Slott
|
Dec 09, 2021 |
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Ep 57: The Importance Of Supporting Independent Advisors With Dean Zayed
|
Nov 18, 2021 |
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Ep 56: The State Of The Economy
|
Oct 28, 2021 |
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Ep 55: Biden‘s Tax Proposal
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Oct 14, 2021 |
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Ep 54: New Changes Coming To The Podcast
|
Oct 07, 2021 |
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Ep 53: Do Retirees Really Need Life Insurance?
|
Jun 17, 2021 |
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Ep 52: How Do You Truly Describe Retirement?
|
Jun 03, 2021 |
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Ep 51: Are You Flirtin' With Disaster
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May 06, 2021 |
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Ep 50: State Of The (Financial) Union
|
Apr 15, 2021 |
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Ep 49: John's Bedrock Financial Principles
|
Apr 01, 2021 |
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Ep 48: Alternative Investments - What To Know
|
Mar 18, 2021 |
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Ep 47: The Non-Financial Plan
|
Mar 04, 2021 |
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Ep 46: Where All My Financial Knowledge Comes From
|
Feb 18, 2021 |
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Ep 45: Estate Planning And Prop 19 Analysis With Attorney Dan Weiner
|
Feb 04, 2021 |
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Ep 44: Things Nobody Says And What We Can Learn From Them
|
Jan 21, 2021 |
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Ep 43: What Drives Your Financial Advisor Crazy?
|
Jan 07, 2021 |
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Ep 42: The Customer Isn't Always Right
|
Dec 10, 2020 |
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Ep 41: Dedicated To Sean - What Retirees Should Know About Wills & Trusts
|
Nov 11, 2020 |
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Ep 40: Addressing Specific Retirement Concerns Of Baby Boomers
|
Oct 22, 2020 |
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Ep 39: Mortgages - 15 vs. 30 Year, Paying It Off Sooner, HELOCs & More
|
Sep 17, 2020 |
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Ep 38: Financial Issues Particularly Challening For Women
|
Sep 03, 2020 |
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Ep 37: Taking Advantage Of Low Interest Rates
|
Aug 20, 2020 |
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Ep 36: Are You Making Classic Pre-Retiree Mistakes?
|
Aug 06, 2020 |
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Ep 35: The 5 Pillars Of A Holistic Retirement Plan
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Jul 16, 2020 |
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Ep 34: What Mark Twain Can Teach Us About Money
|
Jul 02, 2020 |
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Ep 33: Annuities - Understanding The Controversial Financial Products
|
Jun 18, 2020 |
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Ep 32: How You Can Avoid Critical Retirement Planning Mistakes
|
Jun 04, 2020 |
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Ep 31: Turn Lemons Into Lemonade - 8 Steps To Take During A Down Market
|
May 21, 2020 |
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Ep 30: Should You Tap Your Retirement Accounts To Make It Through The Coronavirus Crisis?
|
May 07, 2020 |
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Ep 29: A Deep Dive Into The SECURE Act & The Loss Of The Stretch IRA
|
Apr 16, 2020 |
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Ep 28: The Important Stages Of Retirement Planning
|
Apr 02, 2020 |
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Ep 27: Coronavirus, "March Madness"
|
Mar 19, 2020 |
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Ep 26: Making Emotional Financial Decisions
|
Mar 05, 2020 |
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Investing: Another Retirement Planning Fundamental
|
Feb 20, 2020 |
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An Update On The SECURE Act & It's "All About The Benjamins"
|
Feb 06, 2020 |
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Income Planning: A Retirement Plan's Foundation
|
Jan 16, 2020 |
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Your Financial Advisor Must Have These Traits
|
Jan 02, 2020 |
|
Everything You Ever Wanted To Know About Maximizing Your Charitable Giving Strategies
|
Dec 05, 2019 |
|
Roth IRA Conversions
|
Nov 21, 2019 |
|
Tax Storytime
|
Nov 07, 2019 |
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What Will The Next Market Crash Look Like?
|
Oct 17, 2019 |
|
What Flying Teaches Us About Retirement
|
Oct 03, 2019 |
|
Excuses Why You're Working With The Wrong Advisor, Part 2
|
Sep 19, 2019 |
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Excuses Why You're Working With The Wrong Advisor, Part 1
|
Sep 05, 2019 |
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You Need To Avoid These Portfolio Disasters
|
Aug 15, 2019 |
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What Does Financial Security Mean To You?
|
Aug 01, 2019 |
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Identifying Financial "Fake News" (And Some More Money Proverbs) - PART 2
|
Jul 18, 2019 |
|
What Popular Proverbs Teach Us About Money - PART 1
|
Jul 03, 2019 |
|
5 Simple Retirement Questions (That Are Hard To Answer)
|
Jun 20, 2019 |
|
Your Summer Vacation & Retirement
|
Jun 06, 2019 |
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When DIY Works (And When It Doesn’t)
|
May 16, 2019 |
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The 5 Most Common “Pain Points” In Your Financial Life - Part 2
|
May 02, 2019 |
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The 5 Most Common “Pain Points” In Your Financial Life - Part 1
|
Apr 18, 2019 |
|
50 Shades Of Financial Gray Area
|
Apr 04, 2019 |
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Episode #4: The Biggest Economic Threat
|
Mar 21, 2019 |
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Episode #3: Market Crashes And Your Risk Tolerance
|
Mar 07, 2019 |
|
Episode #2: How America's Lack Of Fiscal Responsibility Impacts You
|
Feb 21, 2019 |
|
Episode #1: The Challenge Of Living A Long Time
|
Jan 25, 2019 |