41 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 41: Dedicated To Sean - What Retirees Should Know About Wills & Trusts

    Ep 41: Dedicated To Sean - What Retirees Should Know About Wills & Trusts

    This 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 prepare for retirement.
    Important Info:
    Securus Financial Site: https://www.gosecurus.com/
    Call John: (858) 935-6210

    • 31 min
    Ep 40: Addressing Specific Retirement Concerns Of Baby Boomers

    Ep 40: Addressing Specific Retirement Concerns Of Baby Boomers

    We’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

    • 29 min
    Ep 39: Mortgages - 15 vs. 30 Year, Paying It Off Sooner, HELOCs & More

    Ep 39: Mortgages - 15 vs. 30 Year, Paying It Off Sooner, HELOCs & More

    John 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

    • 34 min
    Ep 38: Financial Issues Particularly Challening For Women

    Ep 38: Financial Issues Particularly Challening For Women

    Many 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

    • 34 min
    Ep 37: Taking Advantage Of Low Interest Rates

    Ep 37: Taking Advantage Of Low Interest Rates

    Today'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

    • 26 min
    Ep 36: Are You Making Classic Pre-Retiree Mistakes?

    Ep 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

    • 36 min

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