The Retire Happy Podcast

By: John Iammarino & Thomas O‘Connell
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  • Summary

  • 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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Episodes
  • Ep 96: Understanding Annuities with Sheryl Moore

    Ep 96: Understanding Annuities with Sheryl Moore
    Sep 24 2024

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

    Ep 95: How AI Is Shaping The Investment Landscape with Expert David Marra
    Sep 5 2024

    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
    Show more Show less
    47 mins
  • Ep 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle Connor

    Ep 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle Connor
    Aug 22 2024

    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
    Show more Show less
    47 mins
Business & Careers Economics Personal Finance Politics & Government
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