The podcast is officially back from summer break with some exciting new changes. Since the show's creation, Walter has co-hosted with John and helped lead the show to where it is today. But now, Walter is going to take a step back and Thomas O'Connell is going to step into the co-host position. Thomas is the President and Managing Principal of International Financial Advisory Group, Inc. Thomas has trained under some of the most notable figures in the financial industry: Ed Slott, Nelson Nash, and countless others. We are excited to welcome Thomas into the podcast and discuss what is on the horizon for the show.

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

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. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.

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

It makes sense that the way we plan for retirement is largely influenced by what we think retirement is like or all about. So, let’s take a look at how various people across the US describe retirement and see how that might shape the retirement planning process.

Important Info:

Securus Financial Site: https://www.gosecurus.com/

Call John: (858) 935-6210

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it… We'll also play a round of fact or fiction, talk a little music, and answer a listener question about going back to work or retiring in the wake of a heart attack.

Important Info:

Securus Financial Site: https://www.gosecurus.com/

Call John: (858) 935-6210

It feels like we're at a bit of an economic stalemate right now. There's optimism about life getting back to normal with vaccine availability, but at the same time the market seems rudderless and bounces up and down daily. John will give us his perspective on the state of our union from a financial perspective and also provide a state of the union for Securus Financial.

Important Info:

Securus Financial Site: https://www.gosecurus.com/

Call John: (858) 935-6210

If you had to be elected in order to be a financial advisor, what would be your bedrock principles you'd make part of your campaign platform? John will share his with us and we'll answer a question about having a retirement savings surplus in the mailbag portion of the program, plus much more.

Important Info:

Securus Financial Site: https://www.gosecurus.com/

Call John: (858) 935-6210

The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? What are some of the alternative investments you should know about? We’ll seek to answer those questions and more on this episode.

Important Info:

Securus Financial Site: https://www.gosecurus.com/

Call John: (858) 935-6210

The non-financial part of your retirement plan is also the most often overlooked area of planning. John calls it your Retirement Vision and discusses on this episode why it's so important to have a plan for your passions and lifestyle, much like you would for your investments.

Important Info:

Securus Financial Site: https://www.gosecurus.com/

Call John: (858) 935-6210

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google? We'll ask these questions to John to see how these different elements have helped shape his views of money and retirement.

Important Info:

Securus Financial Site: https://www.gosecurus.com/

Call John: (858) 935-6210

John is joined by attorney Dan Weiner to discuss approaching estate planning, as well as how to prepare for Proposition 19 as it takes place in California this February.

Dan Weiner Contact Information

Email [email protected]

949-409-1383

Schedule here: bit.ly/danweiner

Important Info:

Securus Financial Site: https://www.gosecurus.com/

Call John: (858) 935-6210