Cybersecurity risks are evolving quickly, and retirees need to think about protecting more than just their investment accounts. John and Thomas are joined by cybersecurity expert Jim O’Connell to discuss AI-powered scams, phishing, identity theft, password security, multifactor authentication, smart devices, and practical ways to make yourself a harder target for criminals. It’s a timely reminder that protecting your retirement also means having a plan to protect your personal information and digital life.

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

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

We're excited to welcome back Joe Casey, CEO and co-founder of Catalyst Wealth Coaching and a mentor to financial advisors nationwide, to wrap up the 2025 season! Joe joins the show to dig into the realities of market manipulation, trend analysis, and why most investors- and even many advisors- misread what the market is actually telling them. He breaks down how algorithms, dark pools, and institutional behavior shape price movements, and explains the disciplined framework he teaches advisors to help them stay on the right side of trends.

Episode Links:

Catalyst Wealth Coaching

https://www.catalystwealthcoaching.com/

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