Shows
The Retire Happy PodcastEp 104: The Power of a Well-Educated Advisor with Jared TrexlerIn this episode, John and Tom are joined by Jared Trexler, Senior Vice President and Chief Marketing & Strategy Officer at The American College of Financial Services, to discuss why education and specialization matter more than ever in the financial world. They explore how a well-educated advisor can deliver deeper, more personalized planning- especially in areas like tax, estate, and retirement income strategy- and why consumers should understand the difference between generalists and true specialists. Jared also shares insights into The American College’s mission to elevate the profession through lifelong learning, new certifications such as the Tax Planning Certified Pr...
2025-11-1155 minThe Retire Happy PodcastEp 103: Interest Rates, AI, and Alternative Investments with Mark DiOrioThis episode, John and Tom are joined once again by Mark DiOrio - Chief Investment Officer at Brookstone Capital Management - to unpack the fast-moving markets of 2025. They discuss volatility, tariffs, interest rates, and the role of alternative investments like gold, crypto, and structured notes. Mark also shares insights on inflation, the bond market, and the long-term impact of AI and semiconductors on the economy. Plus, you'll hear his outlook for the markets over the next year!
Important Info:
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.i...
2025-08-2046 minThe Retire Happy PodcastEp 102: New Tax Law, New Opportunities: Unpacking The "One Big Beautiful Bill" with Ed SlottWe're joined once again by America's IRA expert, Ed Slott, to unpack the “One Big Beautiful Bill” and the new opportunities it offers for tax-savvy retirees. Ed breaks down how temporary expansions in SALT deductions, strategic use of Roth conversions, and thoughtful estate planning- including tools like permanent life insurance and qualified charitable distributions- can help reduce your tax burden and protect your legacy. We also cover common retirement tax myths and how to prepare for rising tax rates with smart, forward-looking planning.
About Ed Slott & Company
Ed Slott and Company, LLC is th...
2025-07-2351 minThe Retire Happy PodcastEp 101: A Look At Recent Property & Casualty Insurance Turmoil with Matt BurklundIn 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:
...
2025-04-2444 minThe Retire Happy PodcastEp 100: Brookstone's Journey and What's Ahead with Dean ZayedIt'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 Ad...
2025-01-1638 minThe Retire Happy PodcastEp 99: Navigating the Market with Joe CaseyIn 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 ne...
2024-12-2650 minThe Retire Happy PodcastEp 98: Behind the Scenes of Financial Compliance - A Conversation with Matt LovettIn this episode, John and Thomas sit down with Matt Lovett, Chief Compliance Officer at Brookstone Capital Management, to explore the crucial role compliance plays in financial advising. With over 30 years of experience, Matt shares how fiduciary advisors prioritize transparency, rigorous product evaluation, and regulatory adherence to protect clients' interests. Get a behind-the-scenes look at the processes that keep your investments secure and aligned with your financial goals!
Important Info:
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 758-9889
C...
2024-12-1245 minThe Retire Happy PodcastEpisode 98: Behind the Scenes of Financial Compliance: A Conversation with Matt LovettIn this episode, John and Thomas sit down with Matt Lovett, Chief Compliance Officer at Brookstone Capital Management, to explore the crucial role compliance plays in financial advising. With over 30 years of experience, Matt shares how fiduciary advisors prioritize transparency, rigorous product evaluation, and regulatory adherence to protect clients' interests. Get a behind-the-scenes look at the processes that keep your investments secure and aligned with your financial goals!
Important Info:
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 758-9889
Cal...
2024-12-1214 minThe Retire Happy PodcastEp 97: Talking Oil and Gas Investments with Bruce WehnerIn this episode of the Retire Happy Podcast, we’re joined by Bruce Wehner, Chief Cash Flow Strategist and lead advisor for e3 Wealth, to explore the high-level considerations of oil and gas investments as a potential tax mitigation strategy. While these investments carry a significant degree of risk, Bruce offers insights into how they can fit into broader tax planning and financial management strategies. Tune in for a great overview of the benefits, risks, and key questions to discuss with your financial team before considering this area of investing.
e3 Wealth
https://e3w...
2024-10-3155 minThe Retire Happy PodcastEp 96: Understanding Annuities with Sheryl MooreIn 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/
Inte...
2024-09-2450 minThe Retire Happy PodcastEp 95: How AI Is Shaping The Investment Landscape with Expert David MarraIn 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 Fin...
2024-09-0546 minThe Retire Happy PodcastEp 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle ConnorIn 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/
Ca...
2024-08-2246 minThe Retire Happy PodcastEp 93: Simplifying Estate Settlements with Estate Planning Expert, Josh YagerWe’ve brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we’ve never talked about settling the trust. That’s why we’re excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate and trust settlements, the importance of proper estate planning, and the process of transferring assets. We’ll also learn more about Josh’s unique approach to estate settlements through his company, Anodos Advisors.
About Josh:
2024-07-251h 00The Retire Happy PodcastEp 92: Retirement 'I Wish I Had Knowns': Common Planning RegretsWhile 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.int...
2024-05-3051 minThe Retire Happy PodcastEp 91: Avoiding Costly Retirement Fund Mistakes featuring Andy IvesWe'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) 758-9889
Call Thomas: (973) 394-0623
2024-04-1148 minThe Retire Happy PodcastEp 90: Relocating in Retirement: What You Need to Know featuring Melissa BevacquaIn 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@g...
2024-03-0757 minThe Retire Happy PodcastEp 89: The Power of a Personalized 401(k) Strategy with John Blamphin, CFP®, AIF®In today's episode, we're shifting gears to focus on the often misunderstood realm of 401(k) management. Joining us is Mr. John Blamphin, the Director of Operations and Research at Retirement Management Systems. John, a seasoned CFP® and AIF® with over 31 years of industry experience, is here to talk about the complexities of 401(k) taxation, target date funds, asset allocation, and more. We'll explore the vital role of personalized strategies in navigating retirement accounts, and discuss how RMS stands out with its active management approach, quarterly reviews, and thorough risk assessments.
Episode Resources:
RMS INC...
2024-02-1546 minThe Retire Happy PodcastEp 88: Thought Leadership in Finance with Dean ZayedIn today's episode, we're excited to chat with Dean Zayed, the CEO and founder of Brookstone Capital Management. Our partnership with Dean has significantly influenced our careers and benefited our clients. Tune in as we discuss the unique financial strategies that distinguish Brookstone in the industry and talk about the power of collaboration and advisor education, while looking ahead to the future.
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
2024-02-0142 minThe Retire Happy PodcastEp 87: A Look at the Year Ahead with Mark DiOrioWe're kicking off 2024 with none other than Brookstone Capital Management's Chief Investment Officer, Mark DiOrio, CFA. With the new year unfolding and market speculations flying high, everyone's ears are tuned in to the diverse predictions echoing across the financial landscape. Having steered Brookstone's investment ship for the better part of a decade, Mark is here to share his insights on the current economic landscape.
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
2024-01-1843 minThe Retire Happy PodcastEp 86: The Important Role Of Social Security With Bill RainaldiThe consequences of misunderstanding Social Security can be dramatic. That's why we're bringing in the best of the best to help you understand its complexities.Bill Rainaldi, the Senior Financial Services Consultant for Security Mutual Life Insurance Company, stands as the leading authority on all things Social Security. Join us as we demystify Social Security, uncover strategies to maximize your benefits, and discuss common mistakes people make surrounding this important benefit.
You can find the Social Security scam alert document here
Check out Bill's podcast:
https://smlny.com/smlpodcast/...
2023-11-0245 minThe Retire Happy PodcastEp 85: Medicare Planning With Bob ShalongoBob Shalongo is the Vice President of Sales at Coastal Financial Group. The open enrollment period for Medicare is once again upon us, so we thought it would be a perfect time to invite Bob to the show. Bob will discuss the different types of Medicare plans that are out there and what criteria to look out for when selecting a plan.
Episode Links
Coastal Financial:
https://www.coastalfinancialgroup.com/
Medicare Quick Reference Guide:
https://bit.ly/3tNakD4
Important Info:
S...
2023-10-2641 minThe Retire Happy PodcastEp 84: Investing In Your Health & Wellness With Rachel FoxNavigating the vast realm of health advice can be daunting. Enter Rachel Fox, a Certified Health Coach and the visionary behind Rachel Fox Health. Her mission is to help her clients simplify their health and show them how to live a sustainable, healthy lifestyle. John and Tom will talk to Rachel about how she approaches health and wellnesss in her coaching and some tips when building a macronutrient based diet.
Any information shared or discussed in this podcast is not intended to be medical advice, nor is it meant to treat or diagnose disease. This is...
2023-09-211h 01The Retire Happy PodcastEp 83: The Importance Of Physical Health In Retirement With Dr. Chris StepienDr. Chris Stepien is the Founder of Barefoot Rehabilitation Clinic. In his practice, Dr. Chris uses a variety of different techniques with the mission to permanently reduce his clients' pain. It is important that we take care of our bodies as we age so that we are able to continue to do the things we enjoy. John and Tom will talk to Dr. Chris about the best ways for people in retirement to stay physically active and why it is crucial for people to maximize their fitness today.
Learn more about Dr. Chris:
h...
2023-08-3149 minThe Retire Happy PodcastEp 82: Navigating Grief: Support and Healing After Loss with Audrey WhiteAudrey White is the co-author of the new book Grief Coaching: Paving a Path From Pain To Peace, which will be released this fall. She is also the CEO of the Grief Coach Academy. Through her expertise in dealing with life setbacks, grief, and stress, Audrey has helped countless individuals find hope and healing during times of trauma and loss. In this episode, John and Tom will talk with Audrey about handling grief, and how to recover from the loss of a loved one in your retirement years.
Learn more about Audrey:
Email- a...
2023-08-1055 minThe Retire Happy PodcastEp 81: How To Transition Into Retirement With Larry JacobsonLarry Jacobson is the Founder of Buoy Coaching. His business helps professionals transition into retirement, putting an emphasis on their purpose and helping them form a new identity for this next stage of life. In this episode, John and Tom will discuss how Larry's coaching program works, pursuing personal growth and passions in retirement, staying mentally and physically healthy, and much more!
More about Larry + his special offer of 3 FREE gifts & more!
https://LarryJacobson.com
https://larryjacobson.com/3-free-gifts/
Important Info:
Securus Financial: https://www.gos...
2023-06-1555 minThe Retire Happy PodcastEp 80: The 20 Biggest Money Mistakes In Retirement PlanningIn the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 20 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.
1. Ignoring the future tax implications of your retirement savings.
2. Starting Social Security too early.
3. Focusing on r...
2023-05-181h 00The Retire Happy PodcastEp 79: Looking Out For Elder Abuse With Paul GreenwoodPaul Greenwood is the Founder of the Greenwood Law Corporation. His company provides educational training to professional agencies and offers consulting and expert witness services to attorneys who are litigating elder abuse cases. Before opening his own business, Paul served as the San Diego District Attorney for 25 years. Elder abuse is unfortunately very common in our society, which is why being informed is crucial. John and Tom will talk to Paul about common elder abuse scenarios and what red flags to look out for.
Episode Resources:
https://cslb.ca.gov/
https://w...
2023-04-2048 minThe Retire Happy PodcastEp 78: Cybersecurity Tips With Devin KroppDevin Kropp is the Associate Editor at Horsesmouth. In her role, Devin helps advisors market their material and also creates material all around cybersecurity. John and Tom will talk with Devin on some of the common scams she sees and how to keep your online accounts protected.
Check out Devin's book, Hack-Proof Your Life Now! https://amzn.to/3J9f2z0
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
2023-03-0945 minThe Retire Happy PodcastEp 77: Effective Communication With Erin KennedyErin Kennedy is the Director Of Communications at Brookstone Capital Management. Erin helps advisors make their messaging clear, effective, and concise in order to help them educate their clients. John and Tom will talk about how Erin has helped them in both of their practices and her own financial education journey since beginning her role at Brookstone.
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
2023-02-0940 minThe Retire Happy PodcastEp 76: What To Know About The SECURE Act 2.0 With Ed SlottThe SECURE Act 2.0 was recently passed and this bill presents some big retirement changes. We thought this was a perfect opportunity to invite back Ed Slott to the show to discuss how IRAs will be impacted going forward.
Important Info:
The Great Retirement Debate: https://greatretirementdebate.com/
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623
2023-01-2653 minThe Retire Happy PodcastEp 75: How The Economic Challenges Of 2022 Will Impact 2023 With Mark DiOrio2022 presented some unique challenges for the United States economy. We witnessed high inflation numbers, market volatility, and rising interest rates just to name a few. We invite back Mark DiOrio on today's show to discuss how these challenges might affect us going into 2023 and why it is crucial to have a strategy in place when the market goes down.
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
2023-01-1248 minThe Retire Happy PodcastEp 74: 2022 ReviewAs 2022 comes to a close, we wanted to take a look back on what has happened this year. John and Tom will be discussing some positives that have occured in their practice, how they've helped their clients this year, and their plans for 2023.
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
2022-12-0842 minThe Retire Happy PodcastEp 73: Long Term Care Planning With Steve CainSteve Cain is the Sales and Business Development Leader with LTCI Partners. Steve has over 20 years of experience in the Insurance and Fianncial Services. His focus at LTCI Partners is leading his sales team and maintaing relationships with institutions that offer long term care products. John and Tom will be talking to Steve about the different types of long term care products that are offered, considerations you should make when choosing a plan, and why it is crucial to be an informed consumer in this space.
Important Info:
Securus Financial: https://www.gosecurus.c...
2022-11-1744 minThe Retire Happy PodcastEp 72: Hospice Care With Kathryn AlexanderKathryn Alexander is the Director of Operations at Comfort and Peace Hospice. Kathryn decided to pursue this career path after having a couple experiences in the hospice side of healthcare with her own family members. John and Tom will talk to Kathryn about who qualifies for hospice, what care they provide, and how to find a team that fits the family's needs.
Important Info:
Medicare Website: http://medicare.gov
Amanda's Email: amandafelix@pacs.com
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.c...
2022-10-2754 minThe Retire Happy PodcastEp 71: Skilled Nursing Care With Amanda DavidAmanda David is the President of Business Development For Providence Care. In this position, she uses her 22 year of experience to assist with business development across the nation in over 140 skilled nursing facilities. John and Tom will be talking to Amanda about what to look for in a skilled nursing facility and how the cost of these facilities can range depending on the needs of the patient.
Important Info:
Medicare Website: http://medicare.gov
Amanda's Email: amandafelix@pacs.com
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group...
2022-10-0641 minThe Retire Happy PodcastEp 70: Understanding Medicare With Pam MortonPam Morton is the President and CEO of Benefits By Design. She uses her 25 years of experience in the industry to help her clients choose the best healthcare option for them. With open enrollment quickly approaching, John and Tom wanted to invite her to the show to discuss the basics of Medicare and how to go about choosing a plan that fits your life.
Important Info:
Pam's Website: https://benefitsbydesignca.com
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 935-6210
2022-09-0846 minThe Retire Happy PodcastEp 69: The Basics Of An NUA Strategy With Andy IvesAndy Ives serves as an IRA Analyst for Ed Slott and Company LLC. With over 20 years of experience, Andy aims to pass on some of his knowledge to financial advisors all across the country. Today's show we are discussing the NUA (Net Unrealized Appreciation) strategy. Andy will discuss the basic concepts of this strategy, the qualifications for it, and how you might be able to implement this in a retirement plan.
Important Info:
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 935-6210
2022-08-2551 min
The Retire Happy PodcastEp 68: How To Use A Reverse Mortgage With Don GravesDon Graves is the President of the Housing Wealth Institute. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning. On this episode, we'll talk to Don about what exactly a reverse mortgage is, how they can utilized in a retirement plan, and why there seems to be a negative association with them from many people.
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
2022-08-1153 minThe Retire Happy PodcastEp 67: Having Financial Awareness Eliminates Guesswork With Len ReinerLen Reiner is the Founder and CEO of the Wealth and Wisdom Institute. His goal is to provide clients with information and knowledge that will help them when it comes to making decisions in their financial life. We will be discussing some concerning factors in the economic landscape right now and how being informed with the right knowledge can help you in your financial journey.
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
2022-06-1644 minThe Retire Happy PodcastEp 66: 6 Mistakes That Can Lead To A Failed RetirementRetirement is a phase of life that you need to have a solid plan for. Of course, you need to have a reliable financial plan in order to fund your basic needs and activities you enjoy, but you should also plan for what you are going to do with all the free time you now have. John and Tom will be discussing common mistakes people fail to plan for and why this can lead to a failed retirement.
Important Info:
Missing The Best Days PDF
S&P Chart
Securus Financial: https...
2022-05-1953 minThe Retire Happy PodcastEp 65: Protecting Your Assets With Tom TysonTom Tyson joins us on this week’s edition of the podcast. Tom is the President and Founder of Coastal FInancial Group. The company focuses on creating customized asset protection plans in order to meet the needs of the clients they serve. We will be discussing commonly overlooked items in risk management, what the planning process looks like, and the dangers of going with a plan that offers the cheapest rate.
Important Info:
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 935-6210
C...
2022-05-0538 minThe Retire Happy PodcastEp 64: Retirement Planning For Small Business Owners With Steve ArnoldSteve Arnold is the CEO and Founder of Retirement Actuarial Services. His business specializes in helping small business owners retire with custom-designed pension plans. We will be discussing some tax-efficient strategies he has implemented within his client base and how he creates pension plans for small business owners looking to retire in the near future.
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
2022-04-2135 minThe Retire Happy PodcastEp 63: How Interest Rates Will Impact The Real Estate Market With Carlos GutierrezCarlos Gutierrez joins us on the podcast for this week’s episode. Carlos is a real estate agent at Carlos Sells San Diego. He brings his high level of expertise and knowledge to all of the buyers and investors he works with. Since interest rates are on the rise, we thought this would be a perfect time to bring Carlos to the show and discuss how this will affect the real estate market. He will also talk about common downsize mistakes and relocation considerations.
Important Info:
Securus Financial: https://www.gosecurus.com/
International Fi...
2022-04-0733 minThe Retire Happy PodcastEp 62: The Importance Of Having A Personalized Estate Plan With Dan WeinerOur guest this week is the owner of Weiner Legacy Law, Dan Weiner. In his practice, Dan helps families put together a personalized and comprehensive estate plan that meets their objectives and wishes. On today's show we discuss the differences between a trust and will, the probate process, and why estate planning is so much more than just a pile of documents.
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
2022-03-2442 minThe Retire Happy PodcastEp 61: Generational Wealth Strategies With Nick NardulliNick Nardulli joins us on this week's podcast. Nick is the Founder and President of Family Defined Benefits. He strives to create comprehensive estate plans for his clients with a focus on passing down generational wealth. We discuss the consequences of overlooking estate planning, some recent law changes in the landscape, and strategies Nick uses in his practice.
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
2022-02-2444 minThe Retire Happy PodcastEp 60: Tax Planning With Mauro D’AmicoWe invite Mauro D'Amico to sit down with us on today's show. Mauro is the President & Founder of D'Amico Integrated Wealth Management. In his practice, he helps clients understand their current tax situation and help them build out a tax efficient plan for the future. We talk to Mauro about some of the misconceptions in regards to tax planning, strategies he implements in his business, and the importance of having a wholistic tax plan.
Important Info:
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call...
2022-02-1037 minThe Retire Happy PodcastEp 59: 2022 Economic Outlook With Mark DiOrioMark DiOrio, the Chief Investment Officer of Brookstone Capital Management joins us on today's episode. Since we just turned the page to 2022, we thought this would be a great time to sit down and chat with Mark about what his economic expectations for the new year are and where he sees cryptocurrency going.
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
2022-01-1343 minThe Retire Happy PodcastEp 58: America‘s IRA Expert, Ed SlottEd Slott is a nationally recognized professional speaker, television personality, and best-selling author. He started his own business Ed Slott and Company, which has become one of the nation's leading source of timely, accurate IRA expertise. He then went on to start a program called Ed Slott’s Elite IRA Advisor Group, which was developed to help top advisors maintain a mastery of advanced retirement account and tax planning laws. Ed talks to us about some of the most common problems he sees in people's retirement accounts, relevant strategies to potentially. help lessen the tax burden, and why now is...
2021-12-0948 minThe Retire Happy PodcastEp 57: The Importance Of Supporting Independent Advisors With Dean ZayedDean Zayed, the CEO & Founder of Brookstone Capital Management joins us on today's podcast. Brookstone assists independent advisors by providing them with resources and expertise that aligns with the goals of their firms. We talk to Dean about the story behind Brookstone, the history of the fiduciary standard, and where he sees the future of the industry going.
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
2021-11-1834 minThe Retire Happy PodcastEp 56: The State Of The EconomyOn today's podcast, John and Tom will take a step back and discuss some observations they have noticed about the U.S. economy. The guys will discuss employment numbers, supply chain problems, and what has contributed to the recent rise of inflation.
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
2021-10-2839 minThe Retire Happy PodcastEp 55: Biden‘s Tax ProposalJoe Biden’s tax proposal has made its way to the House for discussion and there have been many changes made from the original plan. John and Tom will discuss the key items that are in this proposal and who will be impacted by these possible changes.
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
2021-10-1437 minThe Retire Happy PodcastEp 54: New Changes Coming To The PodcastThe podcast is officially back from summer break with some exciting new changes. Since the show's creation, Walter has co-hosted with John and helped lead the show to where it is today. But now, Walter is going to take a step back and Thomas O'Connell is going to step into the co-host position. Thomas is the President and Managing Principal of International Financial Advisory Group, Inc. Thomas has trained under some of the most notable figures in the financial industry: Ed Slott, Nelson Nash, and countless others. We are excited to welcome Thomas into the podcast and discuss what...
2021-10-0719 minThe Retire Happy PodcastEp 53: Do Retirees Really Need Life Insurance?Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.
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
2021-06-1735 minThe Retire Happy PodcastEp 52: How Do You Truly Describe Retirement?It makes sense that the way we plan for retirement is largely influenced by what we think retirement is like or all about. So, let’s take a look at how various people across the US describe retirement and see how that might shape the retirement planning process.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2021-06-0339 minThe Retire Happy PodcastEp 51: Are You Flirtin' With DisasterLet’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it… We'll also play a round of fact or fiction, talk a little music, and answer a listener question about going back to work or retiring in the wake of a heart attack.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2021-05-0645 minThe Retire Happy PodcastEp 50: State Of The (Financial) UnionIt feels like we're at a bit of an economic stalemate right now. There's optimism about life getting back to normal with vaccine availability, but at the same time the market seems rudderless and bounces up and down daily. John will give us his perspective on the state of our union from a financial perspective and also provide a state of the union for Securus Financial.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2021-04-1525 minThe Retire Happy PodcastEp 49: John's Bedrock Financial PrinciplesIf you had to be elected in order to be a financial advisor, what would be your bedrock principles you'd make part of your campaign platform? John will share his with us and we'll answer a question about having a retirement savings surplus in the mailbag portion of the program, plus much more.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2021-04-0134 minThe Retire Happy PodcastEp 48: Alternative Investments - What To KnowThe “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? What are some of the alternative investments you should know about? We’ll seek to answer those questions and more on this episode.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2021-03-1835 minThe Retire Happy PodcastEp 47: The Non-Financial PlanThe non-financial part of your retirement plan is also the most often overlooked area of planning. John calls it your Retirement Vision and discusses on this episode why it's so important to have a plan for your passions and lifestyle, much like you would for your investments.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2021-03-0430 minThe Retire Happy PodcastEp 46: Where All My Financial Knowledge Comes FromHave you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google? We'll ask these questions to John to see how these different elements have helped shape his views of money and retirement.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2021-02-1846 minThe Retire Happy PodcastEp 45: Estate Planning And Prop 19 Analysis With Attorney Dan WeinerJohn is joined by attorney Dan Weiner to discuss approaching estate planning, as well as how to prepare for Proposition 19 as it takes place in California this February.
Dan Weiner Contact Information
Email dan@drw-law.com
949-409-1383
Schedule here: bit.ly/danweiner
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2021-02-0431 minThe Retire Happy PodcastEp 44: Things Nobody Says And What We Can Learn From ThemYou’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why… Plus, we'll explore why China is considering raising its retirement age and discuss if the US will be next to do that move.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2021-01-2144 minThe Retire Happy PodcastEp 43: What Drives Your Financial Advisor Crazy?No industry is without its flaws, and the financial industry is no exception. Let’s explore some situations where we’ve encountered annoying or frustrating elements of the financial world. Plus, John has a special announcement to kick off our first show of 2021.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2021-01-0745 minThe Retire Happy PodcastEp 42: The Customer Isn't Always RightIn the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-12-1054 minThe Retire Happy PodcastEp 41: Dedicated To Sean - What Retirees Should Know About Wills & TrustsThis episode is an important one. It is dedicated to John's longtime friend, Sean, who recently passed after a battle with cancer. John will tell us a little about some of his memories of Sean and why they were so close. We also want to use this as an opportunity to address one of the retirement planning elements that often gets overlooked, estate planning. In particular, we want to address wills and trusts and some of the misunderstandings people often have about them. We’ll explore some of the critical questions you should ask about these strategies as you pr...
2020-11-1131 minThe Retire Happy PodcastEp 40: Addressing Specific Retirement Concerns Of Baby BoomersWe’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-10-2229 minThe Retire Happy PodcastEp 39: Mortgages - 15 vs. 30 Year, Paying It Off Sooner, HELOCs & MoreJohn breaks down several mortgage topics on today's show. We'll talk about the logic behind choosing 15-year mortgages vs. 30-year ones. We'll explore the benefits, but also the trade-offs, of paying your loans off early. And we'll dabble in some talk about HELOCs and more.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-09-1734 minThe Retire Happy PodcastEp 38: Financial Issues Particularly Challening For WomenMany financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women. We'll also answer a question from Millie about which accounts you should withdraw money from first when you retire.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-09-0334 minThe Retire Happy PodcastEp 37: Taking Advantage Of Low Interest RatesToday's interest rates are extraordinarily low, and there's quite a few ways you can be taking advantage of those rates to boost your portfolio, or to get yourself out of a tough financial situation. Let's talk about some of these great opportunities.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-08-2026 minThe Retire Happy PodcastEp 36: Are You Making Classic Pre-Retiree Mistakes?There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-08-0636 minThe Retire Happy PodcastEp 35: The 5 Pillars Of A Holistic Retirement PlanIncome planning. Investment management. Tax management. Healthcare. Estate planning. Those are the 5 pillars of a holistic retirement plan. On this episode, John will talk to us about why your financial plan needs to address these pillars and he'll go into detail about what kinds of actions need to take place within each step of the plan. You can also download a PDF of the pillars by clicking here.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-07-1628 minThe Retire Happy PodcastEp 34: What Mark Twain Can Teach Us About MoneyMark Twain gave us a lot of great quotes through the years. Some of them directly related to money, but even the ones that didn't can still guide us to some financial wisdom. We'll check out some of his best quotes on today's show and relate them to retirement planning. We also have a question about trusts as part of a financial plan and what kind of animal would John pick as a pet if there were no restrictions?
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-07-0227 minThe Retire Happy PodcastEp 33: Annuities - Understanding The Controversial Financial ProductsWhen it comes to annuities, there are many strong opinions out there regarding them. Some people swear by them, while others deem them as a bad financial product. On today's episode, John will educate us on the various features on the different types of annuities as well as talk about some of the fee structures.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-06-1846 minThe Retire Happy PodcastEp 32: How You Can Avoid Critical Retirement Planning MistakesWhen planning for retirement, there are some pretty big errors you can make if you're not getting the proper guidance. Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-06-0442 minThe Retire Happy PodcastEp 31: Turn Lemons Into Lemonade - 8 Steps To Take During A Down MarketLet's review the 8 steps you can take right now to help get through a down market. From budgeting to rebalancing, tax loss harvesting, and Roth conversions there are several opportunities right now to make smart financial decisions that will help set you up for a prosperous retirement.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-05-2136 minThe Retire Happy PodcastEp 30: Should You Tap Your Retirement Accounts To Make It Through The Coronavirus Crisis?The Coronavirus stimulus bill now makes it easier for Americans to withdraw money from their 401(k)s and other types of retirement accounts. Is this a wise choice to help ease the burden of the crisis?
Important Info:
Check Out John's Videos: https://www.gosecurus.com/our-videos
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-05-0732 minThe Retire Happy PodcastEp 29: A Deep Dive Into The SECURE Act & The Loss Of The Stretch IRAWe've covered the SECURE Act before on this podcast, but on this episode we'll take a deep dive into the true implications of losing access to the Stretch IRA strategy that many investors have used in the past to pass generational wealth.
Important Info:
SECURE Act Beneficiary PDF
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-04-1636 minThe Retire Happy PodcastEp 28: The Important Stages Of Retirement PlanningHow far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-04-0233 minThe Retire Happy PodcastEp 27: Coronavirus, "March Madness"The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. John will analyze it all on today's show as we break down the situation and give you some important things to think about when it comes to your investments, retirement and actions you should (and shouldn't) take during this pandemic.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-03-1939 minThe Retire Happy PodcastEp 26: Making Emotional Financial DecisionsMost people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process…
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-03-0532 minThe Retire Happy PodcastInvesting: Another Retirement Planning FundamentalThis is part 2 of our discussion from a few weeks ago about the roadmap to retirement success. We previously discussed how income planning forms the foundation of a retirement plan, but we'll turn our attention on this episode to investing. What is the typical investing ideology of today's retiree? Why might we want to approach investing differently as we get closer to retirement? What is Sequence of Returns Risk? We'll address those questions and more on this episode.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-02-2029 minThe Retire Happy PodcastAn Update On The SECURE Act & It's "All About The Benjamins"John gives us an overview of some of the changes the SECURE Act is bringing to the retirement planning landscape. We'll also talk about the role cash plays in our financial plans. Can you ever have too much cash sitting around? And Lisa in Carmel Valley wants to know if her family will be OK taking the DIY approach to retirement planning.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-02-0638 minThe Retire Happy PodcastIncome Planning: A Retirement Plan's FoundationWe debut a new format for the podcast on today's show. We'll do a deep dive into the first part of what it takes to develop the roadmap for reitrement success and happiness. Today's conversation centers around income planning, the foundation of a fundamentally sound retirement plan.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-01-1632 minThe Retire Happy PodcastYour Financial Advisor Must Have These TraitsTrustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2020-01-0234 minThe Retire Happy PodcastEverything You Ever Wanted To Know About Maximizing Your Charitable Giving StrategiesDid you know that the new tax rules have caused a decline in charitable giving? With so many people taking the standard deduction now there's less incentive to donate as much money to charity. Since this is the season of giving, John will walk through several strategies you can utilize to increase your charitable giving in the years ahead and still reap tax benefits along the way. We guarantee you'll learn something on today's podcast that you didn't know going into it. We'll take a look at QCDs, donor advised funds, bunching, and more... And, side note, this is...
2019-12-0536 minThe Retire Happy PodcastRoth IRA ConversionsThis week focuses on Roth IRA conversions. What are they? What are the benefits? What are the determining factors to know if they are suitable for you? John will answer all of these questions in detail on today's show.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2019-11-2122 minThe Retire Happy PodcastTax StorytimeOn today's show, John describes how he was able to move a couple of his clients into a more tax efficient plan. He also answers a question from Lucy who is wondering how often she should be meeting with her advisor.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2019-11-0726 minThe Retire Happy PodcastWhat Will The Next Market Crash Look Like?Some people think we’re on the cusp of the next stock market crash. Others predict that we’re just due for a minor correction. And another camp thinks we’ll continue an upward trend. We don’t know who is right or when any of those options will occur. But let’s talk about what the next market crash might look like, even if we don’t know when it will come.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2019-10-1728 minThe Retire Happy PodcastWhat Flying Teaches Us About RetirementThere are some important lessons that flying can teach us about retirement planning. There are surprisingly more common points than you may think.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2019-10-0327 minThe Retire Happy PodcastExcuses Why You're Working With The Wrong Advisor, Part 2We'll continue our conversation about why we make excuses for sticking with the wrong advisor. Alex will have a question for us whether he should take some money and risk off the table given recent 401(k) growth. And John Iammarino will give us an a little checklist of items we should be thinking about as we go through the second half of 2019, specifically if you're recently retired or nearing retirement.
Important Info:
Securus Financial Site: https://www.gosecurus.com/
Call John: (858) 935-6210
2019-09-1920 minThe Retire Happy PodcastExcuses Why You're Working With The Wrong Advisor, Part 1Very often we see a broker or advisor who’s doing a less than stellar job, but folks continue to work with him or her simply because they feel that he or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons. We'll also talk about the recent volatility in the stock market and answer a question about annual return expectations.
2019-09-0520 minThe Retire Happy PodcastYou Need To Avoid These Portfolio DisastersBetween wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them...
2019-08-1520 minThe Retire Happy PodcastWhat Does Financial Security Mean To You?"Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? On today’s show, we’ll cover some of the popular responses we hear from clients during the planning process.
2019-08-0122 minThe Retire Happy PodcastThe 5 Most Common “Pain Points” In Your Financial Life - Part 2Continuing our conversation about pain points. Those pain points are different for each person, but everyone has something that bothers them. We'll talk about three additional pain points and how John helps people find solutions to these problems.
2019-05-0220 minThe Retire Happy PodcastThe 5 Most Common “Pain Points” In Your Financial Life - Part 1When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. We'll talk about the five most common pain points and how John helps people deal with these issues. Plus, Hector wants to know if he should contribute to a Roth IRA or a traditional one as he saves for retirement. And we'll get to know John a little better by asking him who he would nominate for sainthood if he had the power.
2019-04-1832 minThe Retire Happy Podcast50 Shades Of Financial Gray AreaNot everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion… We'll also debut a new segment on the show called "Getting To Know You". Each episode we'll ask John a non-financial question to get to know his personality a little better. This week we'll find out about his favorite concert experience.
2019-04-0429 minThe Retire Happy PodcastEpisode #4: The Biggest Economic ThreatA recent survey of Americans showed that more than half the respondents think the contentious political climate is the biggest threat to the US economy. Does John agree with that sentiment? Find out on today's episode and we'll also answer Phil's question about wanting to get his wife more involved with the planning process. How hard should you push to make sure your spouse is connected to the details of your financial plan?
2019-03-2118 minThe Retire Happy PodcastEpisode #3: Market Crashes And Your Risk ToleranceIt seems like every time the market takes a dip there are prognosticators on each side of the debate shouting about whether this is finally the market crash we've all been waiting for. How do you know who's right? John will cover that debate in detail on today's show and we'll also take a look at a popular financial buzzword - risk tolerance. We'll talk about what it means and how it's important for you to have an accurate grasp on what level of risk is appropriate for your situation.
2019-03-0731 minThe Retire Happy PodcastEpisode #2: How America's Lack Of Fiscal Responsibility Impacts YouOn this episode, John tackles some tough questions raised by former U.S. Comptroller General David Walker about how the country's fiscal spending will effect you in the years to come. And later, we'll hear a few stories about clients that have come to John with overly complicated investment plans, and why those plans were not perhaps in their best interest.
2019-02-2126 minThe Retire Happy PodcastEpisode #1: The Challenge Of Living A Long TimeEver heard of the term longevity risk? It's becoming much more common as people live longer in retirement. Make sure that your retirement plan is set up to last as long as you need it. On this episode, John covers all the challenges of living a long time and how you can overcome them.
2019-01-2515 min