34 episodes

Financial and retirement guidance from San Diego's John Iammarino of Securus Financial.

The Retire Happy Podcast John Iammarino

    • Investing

Financial and retirement guidance from San Diego's John Iammarino of Securus Financial.

    Ep 34: What Mark Twain Can Teach Us About Money

    Ep 34: What Mark Twain Can Teach Us About Money

    Mark 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

    • 27 min
    Ep 33: Annuities - Understanding The Controversial Financial Products

    Ep 33: Annuities - Understanding The Controversial Financial Products

    When 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

    • 46 min
    Ep 32: How You Can Avoid Critical Retirement Planning Mistakes

    Ep 32: How You Can Avoid Critical Retirement Planning Mistakes

    When 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

    • 42 min
    Ep 31: Turn Lemons Into Lemonade - 8 Steps To Take During A Down Market

    Ep 31: Turn Lemons Into Lemonade - 8 Steps To Take During A Down Market

    Let'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

    • 36 min
    Ep 30: Should You Tap Your Retirement Accounts To Make It Through The Coronavirus Crisis?

    Ep 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
     

    • 32 min
    Ep 29: A Deep Dive Into The SECURE Act & The Loss Of The Stretch IRA

    Ep 29: A Deep Dive Into The SECURE Act & The Loss Of The Stretch IRA

    We'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

    • 36 min

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