“The Retire Happy” Podcast
Ep 71: Skilled Nursing Care With Amanda David
Amanda 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.
Ep 70: Understanding Medicare With Pam Morton
Pam Morton is the President and CEO of Benefits By Design.
Ep 69: The Basics Of An NUA Strategy With Andy Ives
Today’s show we are discussing the NUA (Net Unrealized Appreciation) strategy.
Ep 67: Having Financial Awareness Eliminates Guesswork With Len Reiner
How being informed with the right knowledge can help you in your financial journey
Ep 66: 6 Mistakes That Can Lead To A Failed Retirement
Retirement is a phase of life that you need to have a solid plan for.
Ep 65: Protecting Your Assets With Tom Tyson
Tom Tyson joins us on this week’s edition of the podcast. Tom is the President and Founder of Coastal FInancial Group.
Ep 64: Retirement Planning For Small Business Owners With Steve Arnold
Steve Arnold is the CEO and Founder of Retirement Actuarial Services.
Ep 63: How Interest Rates Will Impact The Real Estate Market With Carlos Gutierrez
Carlos Gutierrez joins us on the podcast for this week’s episode. Carlos is a real estate agent at Carlos Sells San Diego.
Ep 62: The Importance of Having A Personalized Estate Plan with Dan Weiner
Our guest this week is the owner of Weiner Legacy Law, Dan Weiner.
Ep 61: Generational Wealth Strategies With Nick Nardulli
Nick Nardulli joins us on this week’s podcast. Nick is the Founder and President of Family Defined Benefits.
Ep 60: Tax Planning With Mauro D’Amico
We invite Mauro D’Amico to sit down with us on today’s show. Mauro is the President & Founder of D’Amico Integrated Wealth Management.
Ep 59: 2022 Economic Outlook With Mark DiOrio
Mark DiOrio, the Chief Investment Officer of Brookstone Capital Management joins us on today's episode.
Ep 58: America‘s IRA Expert, Ed Slott
Ed Slott is a nationally recognized professional speaker, television personality, and best-selling author.
Ep 57: The Importance Of Supporting Independent Advisors With Dean Zayed
Dean Zayed, the CEO & Founder of Brookstone Capital Management joins us on today's podcast.
Ep 56: The State Of The Economy
On today's podcast, John and Tom will take a step back and discuss some observations they have noticed about the U.S. economy.
Ep 55: Biden‘s Tax Proposal
Joe Biden’s tax proposal has made its way to the House for discussion and there have been many changes made from the original plan.
Ep 54: New Changes Coming To The Podcast
The podcast is officially back from summer break with some exciting new changes.
Ep 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.