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, and the role of alternative investments like gold, crypto, and structured notes. Mark also shares insights on inflation, the bond market, and the long-term impact of AI and semiconductors on the economy. Plus, you'll hear his outlook for the markets over the next year!

Important Info:

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

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 758-9889

Call Thomas: (973) 394-0623

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, strategic use of Roth conversions, and thoughtful estate planning- including tools like permanent life insurance and qualified charitable distributions- can help reduce your tax burden and protect your legacy. We also cover common retirement tax myths and how to prepare for rising tax rates with smart, forward-looking planning.

About Ed Slott & Company

Ed Slott and Company, LLC is the nation’s leading provider of retirement tax education for financial advisors, CPAs, and attorneys. Backed by a team of nationally recognized experts—including CPAs, attorneys, and retirement specialists—the firm delivers ongoing, in-depth training on the latest tax laws, IRA planning strategies, and retirement distribution rules. Its flagship program, Ed Slott’s Elite IRA Advisor GroupSM, is comprised of 500 of the nation’s top financial professionals who receive semiannual live training, monthly updates, and case law analysis to help clients keep more of their retirement savings. Visit https://irahelp.com/ for more information.

Important Info:

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

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 758-9889

Call Thomas: (973) 394-0623

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 insurance. As rates skyrocket and carriers pull out of key markets like California and Florida, Matt breaks down why the industry is under so much pressure and what that means for everyday homeowners. Matt also shares practical, actionable tips you can use today to reduce your risk, shop smart, and better protect your wealth.

Learn more about Matt:

https://www.choosevault.com/team/MattBurklund

Important Info:

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

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 758-9889

Call Thomas: (973) 394-0623