Best Dean O Net Podcasts (2025)

1
Ep 103: Interest Rates, AI, and Alternative Investments with Mark DiOrio 46:11

6d ago46:11

46:11

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 m…

1
Ep 102: New Tax Law, New Opportunities: Unpacking The "One Big Beautiful Bill" with Ed Slott 51:22

1M ago51:22

51:22

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 chari…

1
Ep 101: A Look At Recent Property & Casualty Insurance Turmoil with Matt Burklund 44:53

4M ago44:53

44:53

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 i…

1
Ep 100: Brookstone's Journey and What's Ahead with Dean Zayed 38:41

7M ago38:41

38:41

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 returning guest, Dean Zayed, JD, LLM, CFP®, an expert in retirement planning and the CEO and founder of Brookstone Capital Management …

1
Ep 99: Navigating the Market with Joe Casey 50:12

8M ago50:12

50:12

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 expertise has transformed the lives of countless advisors and their clients. Having studied blockchain and crypto investing at MIT and ded…

1
Ep 98: Behind the Scenes of Financial Compliance - A Conversation with Matt Lovett 45:16

9M ago45:16

45:16

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, Matt shares how fiduciary advisors prioritize transparency, rigorous product evaluation, and regulatory adherence to protect clie…

1
Ep 97: Talking Oil and Gas Investments with Bruce Wehner 55:11

10M ago55:11

55:11

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 mitigation strategy. While these investments carry a significant degree of risk, Bruce offers insights into how they can fit into…

1
Ep 96: Understanding Annuities with Sheryl Moore 50:00

11M ago50:00

50:00

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 and insurance products. She discusses the various types of annuities available, debunks common myths, and helps us understand thei…

1
Ep 95: How AI Is Shaping The Investment Landscape with Expert David Marra 46:42

12M ago46:42

46:42

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 specifically focused on AI, David brings a unique perspective on how this technology is transforming investment landscapes. Join us as we ex…

1
Ep 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle Connor 46:35

1y ago46:35

46:35

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 the 1031 exchange process and explain how it can benefit those transitioning from managing rental properties to exploring new invest…

1
Ep 93: Simplifying Estate Settlements with Estate Planning Expert, Josh Yager 1:00:50

1y ago1:00:50

1:00:50

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 Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate…

1
Ep 92: Retirement 'I Wish I Had Knowns': Common Planning Regrets 51:23

1y ago51:23

51:23

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 pitfalls and missed opportunities that clients often face in the retirement planning process. From procrastinating on tax planning …

1
Ep 91: Avoiding Costly Retirement Fund Mistakes featuring Andy Ives 48:49

1+ y ago48:49

48:49

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 as we talk about Net Unrealized Appreciation (NUA) opportunities, Roth conversions, the age 55 exemption, and much more! Import…

1
Ep 90: Relocating in Retirement: What You Need to Know featuring Melissa Bevacqua 57:33

1+ y ago57:33

57:33

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 affordable and tax-friendly states, or simply looking to downsize. To help us tackle this topic, we've invited a seasoned realtor and good …

1
Ep 89: The Power of a Personalized 401(k) Strategy with John Blamphin, CFP®, AIF® 46:15

1+ y ago46:15

46:15

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, a seasoned CFP® and AIF® with over 31 years of industry experience, is here to talk about the complexities of 401(k) taxation, targe…

1
Ep 88: Thought Leadership in Finance with Dean Zayed 42:19

1+ y ago42:19

42:19

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 discuss the unique financial strategies that distinguish Brookstone in the industry and talk about the power of collaboration and…

1
Ep 87: A Look at the Year Ahead with Mark DiOrio 43:47

1+ y ago43:47

43:47

We're kicking off 2024 with none other than Brookstone Capital Management's Chief Investment Officer, Mark DiOrio, CFA. With the new year unfolding and market speculations flying high, everyone's ears are tuned in to the diverse predictions echoing across the financial landscape. Having steered Brookstone's investment ship for the better part of a …

1
Ep 86: The Important Role Of Social Security With Bill Rainaldi 45:16

2y ago45:16

45:16

The consequences of misunderstanding Social Security can be dramatic. That's why we're bringing in the best of the best to help you understand its complexities.Bill Rainaldi, the Senior Financial Services Consultant for Security Mutual Life Insurance Company, stands as the leading authority on all things Social Security. Join us as we demystify Soc…

1
Ep 85: Medicare Planning With Bob Shalongo 41:15

2y ago41:15

41:15

Bob Shalongo is the Vice President of Sales at Coastal Financial Group. The open enrollment period for Medicare is once again upon us, so we thought it would be a perfect time to invite Bob to the show. Bob will discuss the different types of Medicare plans that are out there and what criteria to look out for when selecting a plan. Episode Links Co…

1
Ep 84: Investing In Your Health & Wellness With Rachel Fox 1:01:19

2y ago1:01:19

1:01:19

Navigating the vast realm of health advice can be daunting. Enter Rachel Fox, a Certified Health Coach and the visionary behind Rachel Fox Health. Her mission is to help her clients simplify their health and show them how to live a sustainable, healthy lifestyle. John and Tom will talk to Rachel about how she approaches health and wellnesss in her …

1
Ep 83: The Importance Of Physical Health In Retirement With Dr. Chris Stepien 49:15

2y ago49:15

49:15

Dr. Chris Stepien is the Founder of Barefoot Rehabilitation Clinic. In his practice, Dr. Chris uses a variety of different techniques with the mission to permanently reduce his clients' pain. It is important that we take care of our bodies as we age so that we are able to continue to do the things we enjoy. John and Tom will talk to Dr. Chris about…

1
Ep 82: Navigating Grief: Support and Healing After Loss with Audrey White 55:09

2y ago55:09

55:09

Audrey White is the co-author of the new book Grief Coaching: Paving a Path From Pain To Peace, which will be released this fall. She is also the CEO of the Grief Coach Academy. Through her expertise in dealing with life setbacks, grief, and stress, Audrey has helped countless individuals find hope and healing during times of trauma and loss. In th…

1
Ep 81: How To Transition Into Retirement With Larry Jacobson 55:58

2y ago55:58

55:58

Larry Jacobson is the Founder of Buoy Coaching. His business helps professionals transition into retirement, putting an emphasis on their purpose and helping them form a new identity for this next stage of life. In this episode, John and Tom will discuss how Larry's coaching program works, pursuing personal growth and passions in retirement, stayin…

1
Ep 80: The 20 Biggest Money Mistakes In Retirement Planning 1:00:28

2+ y ago1:00:28

1:00:28

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 20 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and l…

1
Ep 79: Looking Out For Elder Abuse With Paul Greenwood 48:40

2+ y ago48:40

48:40

Paul Greenwood is the Founder of the Greenwood Law Corporation. His company provides educational training to professional agencies and offers consulting and expert witness services to attorneys who are litigating elder abuse cases. Before opening his own business, Paul served as the San Diego District Attorney for 25 years. Elder abuse is unfortuna…

1
Ep 78: Cybersecurity Tips With Devin Kropp 45:22

2+ y ago45:22

45:22

Devin Kropp is the Associate Editor at Horsesmouth. In her role, Devin helps advisors market their material and also creates material all around cybersecurity. John and Tom will talk with Devin on some of the common scams she sees and how to keep your online accounts protected. Check out Devin's book, Hack-Proof Your Life Now! https://amzn.to/3J9f2…

1
Ep 77: Effective Communication With Erin Kennedy 40:34

2+ y ago40:34

40:34

Erin Kennedy is the Director Of Communications at Brookstone Capital Management. Erin helps advisors make their messaging clear, effective, and concise in order to help them educate their clients. John and Tom will talk about how Erin has helped them in both of their practices and her own financial education journey since beginning her role at Broo…

1
Ep 76: What To Know About The SECURE Act 2.0 With Ed Slott 53:05

2+ y ago53:05

53:05

The SECURE Act 2.0 was recently passed and this bill presents some big retirement changes. We thought this was a perfect opportunity to invite back Ed Slott to the show to discuss how IRAs will be impacted going forward. Important Info: The Great Retirement Debate: https://greatretirementdebate.com/ Securus Financial: https://www.gosecurus.com/ Int…

1
Ep 75: How The Economic Challenges Of 2022 Will Impact 2023 With Mark DiOrio 48:48

2+ y ago48:48

48:48

2022 presented some unique challenges for the United States economy. We witnessed high inflation numbers, market volatility, and rising interest rates just to name a few. We invite back Mark DiOrio on today's show to discuss how these challenges might affect us going into 2023 and why it is crucial to have a strategy in place when the market goes d…

1
Ep 74: 2022 Review 42:11

2+ y ago42:11

42:11

As 2022 comes to a close, we wanted to take a look back on what has happened this year. John and Tom will be discussing some positives that have occured in their practice, how they've helped their clients this year, and their plans for 2023. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https:…

1
Ep 73: Long Term Care Planning With Steve Cain 44:43

3y ago44:43

44:43

Steve Cain is the Sales and Business Development Leader with LTCI Partners. Steve has over 20 years of experience in the Insurance and Fianncial Services. His focus at LTCI Partners is leading his sales team and maintaing relationships with institutions that offer long term care products. John and Tom will be talking to Steve about the different ty…

1
Ep 72: Hospice Care With Kathryn Alexander 54:24

3y ago54:24

54:24

Kathryn Alexander is the Director of Operations at Comfort and Peace Hospice. Kathryn decided to pursue this career path after having a couple experiences in the hospice side of healthcare with her own family members. John and Tom will talk to Kathryn about who qualifies for hospice, what care they provide, and how to find a team that fits the fami…

1
Ep 71: Skilled Nursing Care With Amanda David 41:34

3y ago41:34

41:34

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…

1
Ep 70: Understanding Medicare With Pam Morton 46:17

3y ago46:17

46:17

Pam Morton is the President and CEO of Benefits By Design. She uses her 25 years of experience in the industry to help her clients choose the best healthcare option for them. With open enrollment quickly approaching, John and Tom wanted to invite her to the show to discuss the basics of Medicare and how to go about choosing a plan that fits your li…

1
Ep 69: The Basics Of An NUA Strategy With Andy Ives 51:05

3y ago51:05

51:05

Andy Ives serves as an IRA Analyst for Ed Slott and Company LLC. With over 20 years of experience, Andy aims to pass on some of his knowledge to financial advisors all across the country. Today's show we are discussing the NUA (Net Unrealized Appreciation) strategy. Andy will discuss the basic concepts of this strategy, the qualifications for it, a…

1
Ep 67: Having Financial Awareness Eliminates Guesswork With Len Reiner 44:54

3y ago44:54

44:54

Len Reiner is the Founder and CEO of the Wealth and Wisdom Institute. His goal is to provide clients with information and knowledge that will help them when it comes to making decisions in their financial life. We will be discussing some concerning factors in the economic landscape right now and how being informed with the right knowledge can help …

1
Ep 66: 6 Mistakes That Can Lead To A Failed Retirement 53:48

3+ y ago53:48

53:48

Retirement is a phase of life that you need to have a solid plan for. Of course, you need to have a reliable financial plan in order to fund your basic needs and activities you enjoy, but you should also plan for what you are going to do with all the free time you now have. John and Tom will be discussing common mistakes people fail to plan for and…

1
Ep 65: Protecting Your Assets With Tom Tyson 38:01

3+ y ago38:01

38:01

Tom Tyson joins us on this week’s edition of the podcast. Tom is the President and Founder of Coastal FInancial Group. The company focuses on creating customized asset protection plans in order to meet the needs of the clients they serve. We will be discussing commonly overlooked items in risk management, what the planning process looks like, and t…

1
Ep 64: Retirement Planning For Small Business Owners With Steve Arnold 35:07

3+ y ago35:07

35:07

Steve Arnold is the CEO and Founder of Retirement Actuarial Services. His business specializes in helping small business owners retire with custom-designed pension plans. We will be discussing some tax-efficient strategies he has implemented within his client base and how he creates pension plans for small business owners looking to retire in the n…

1
Ep 63: How Interest Rates Will Impact The Real Estate Market With Carlos Gutierrez 33:18

3+ y ago33:18

33:18

Carlos Gutierrez joins us on the podcast for this week’s episode. Carlos is a real estate agent at Carlos Sells San Diego. He brings his high level of expertise and knowledge to all of the buyers and investors he works with. Since interest rates are on the rise, we thought this would be a perfect time to bring Carlos to the show and discuss how thi…

1
Ep 62: The Importance Of Having A Personalized Estate Plan With Dan Weiner 42:11

3+ y ago42:11

42:11

Our guest this week is the owner of Weiner Legacy Law, Dan Weiner. In his practice, Dan helps families put together a personalized and comprehensive estate plan that meets their objectives and wishes. On today's show we discuss the differences between a trust and will, the probate process, and why estate planning is so much more than just a pile of…

1
Ep 61: Generational Wealth Strategies With Nick Nardulli 44:15

3+ y ago44:15

44:15

Nick Nardulli joins us on this week's podcast. Nick is the Founder and President of Family Defined Benefits. He strives to create comprehensive estate plans for his clients with a focus on passing down generational wealth. We discuss the consequences of overlooking estate planning, some recent law changes in the landscape, and strategies Nick uses …

1
Ep 60: Tax Planning With Mauro D’Amico 37:17

3+ y ago37:17

37:17

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. In his practice, he helps clients understand their current tax situation and help them build out a tax efficient plan for the future. We talk to Mauro about some of the misconceptions in regards to tax planning, str…

1
Ep 59: 2022 Economic Outlook With Mark DiOrio 43:09

3+ y ago43:09

43:09

Mark DiOrio, the Chief Investment Officer of Brookstone Capital Management joins us on today's episode. Since we just turned the page to 2022, we thought this would be a great time to sit down and chat with Mark about what his economic expectations for the new year are and where he sees cryptocurrency going. Important Info: Securus Financial: https…

1
Ep 58: America‘s IRA Expert, Ed Slott 48:40

3+ y ago48:40

48:40

Ed Slott is a nationally recognized professional speaker, television personality, and best-selling author. He started his own business Ed Slott and Company, which has become one of the nation's leading source of timely, accurate IRA expertise. He then went on to start a program called Ed Slott’s Elite IRA Advisor Group, which was developed to help …

1
Ep 57: The Importance Of Supporting Independent Advisors With Dean Zayed 34:47

4y ago34:47

34:47

Dean Zayed, the CEO & Founder of Brookstone Capital Management joins us on today's podcast. Brookstone assists independent advisors by providing them with resources and expertise that aligns with the goals of their firms. We talk to Dean about the story behind Brookstone, the history of the fiduciary standard, and where he sees the future of the in…

1
Ep 56: The State Of The Economy 39:50

4y ago39:50

39:50

On today's podcast, John and Tom will take a step back and discuss some observations they have noticed about the U.S. economy. The guys will discuss employment numbers, supply chain problems, and what has contributed to the recent rise of inflation. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group…

1
Ep 55: Biden‘s Tax Proposal 37:22

4y ago37:22

37:22

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. John and Tom will discuss the key items that are in this proposal and who will be impacted by these possible changes. Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group…

1
Ep 54: New Changes Coming To The Podcast 19:52

4y ago19:52

19:52

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 Inte…

1
Ep 53: Do Retirees Really Need Life Insurance? 35:08

4y ago35:08

35:08

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: htt…

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Dean O Net Podcasts

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