Hosted by John Iammarino & Thomas O‘Connell · 🇺🇸 US · EN · 106 episodes
Established thought leaders with verified media credentials.
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.
John Iammarino & Thomas O‘Connell hosts The Retire Happy Podcast, a business show with 106 episodes published.
Kicking off the first episode of 2026, John and Tom welcome back their favorite guest and friend, Dean Zayed, CEO and founder of Brookstone Capital Management. Celebrating Brookstone’s 20th anniversary, Dean joins the sh
We're excited to welcome back Joe Casey, CEO and co-founder of Catalyst Wealth Coaching and a mentor to financial advisors nationwide, to wrap up the 2025 season! Joe joins the show to dig into the realities of market ma
In this episode, John and Tom sit down with fitness expert and Air Force veteran Nichole Van Cliff to explore why taking care of your health is one of the most important parts of a successful retirement. Nichole shares p
In 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 mo
This 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, a
We'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, st
In 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 i
It'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 retu
In 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 expertis
In 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,
In 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
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
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 specifical
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 th
We’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 Y
While 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 p
We'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 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 affordabl
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,
In 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
Ed Slott
America's IRA Expert
3 appearances on this show
Joe Casey
1 appearance on this show
Sheryl Moore
Chairman and CEO · Wink, Inc.
1 appearance on this show
David Marra
Chief Investment Officer · Markin Asset Management
1 appearance on this show
Kyle Connor
Winnipeg Jets
1 appearance on this show
Rachel Fox
President of Noy Media · Sunny Day Fund
1 appearance on this show
Erin Kennedy
champion rower · WOX
1 appearance on this show
Carlos Gutierrez
Engineering Manager · Financially Fluent
1 appearance on this show
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The Retire Happy Podcast is hosted by John Iammarino & Thomas O‘Connell. The show is categorised under business (investing) and has published 106 episodes.
The Retire Happy Podcast has published 106 episodes.
The Retire Happy Podcast regularly covers business, investing, news. It sits in the business category, with a investing focus.
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Episodes of The Retire Happy Podcast average 49 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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