The Retire Happy Podcast

Ep 107: Celebrating 20 Years of Brookstone with Dean Zayed


Listen Later

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 show to reflect on the firm’s growth, innovation, and advisor-first culture. The conversation dives into the golden age of wealth management, cutting-edge income strategies like BAMIX, and why strong partnerships, outside-the-box thinking, and shared values matter more than ever in helping clients retire happy.

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

...more
View all episodesView all episodes
Download on the App Store

The Retire Happy PodcastBy John Iammarino & Thomas O‘Connell

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

6 ratings


More shows like The Retire Happy Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,259 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

812 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

548 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

557 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

692 Listeners

Frequent Miler on the Air by Frequent Miler

Frequent Miler on the Air

650 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,066 Listeners

Takeoff: A Points and Miles Podcast by 10xTravel by 10xTravel

Takeoff: A Points and Miles Podcast by 10xTravel

416 Listeners

Your Money Guide on the Side by Tyler Gardner

Your Money Guide on the Side

1,866 Listeners