WHO WE ARE
Retire Happy specializes in helping individuals and businesses reach their financial goals by providing education on the different types of retirement accounts that are often underutilized. Our experienced team of licensed professionals and retirement account specialists will give you the knowledge to make sure you are aware of your options.
We challenge the conventional formula for saving and investing which often expects you to invest like sheep and bank on an unpredictable stock market to give you the retirement you have worked so hard for. We take our time to educate our clients fully on the alternative approaches to retirement account structure as well as many alternative investment strategies. Our clients learn how to take advantage of a variety of lending opportunities, while simultaneously being educated on how to self-direct their retirement accounts. Our primary focus is to educate and ensure your success.
Our experience allows us to provide you with the ideas, concepts, and strategies you need to know to assure you are empowered to invest smarter and to Retire Happy!
MEET THE TEAM
Julie Minuskin received a Bachelor of Science Degree in Bio-Chemistry and a minor in Accounting. After graduating, she relocated to Las Vegas, Nevada and started a real estate investment company, to only become victim to a vicious economic real estate market in 2009, like so many others. This led her to continue down a path of which she would not have to endure the uncontrollable variables the economy was sure to present again. Ultimately, starting an educational company in which she lectures individuals on options for self-directing their retirement accounts, taking control of their financial futures, and enabling those to experience a greater understanding of how their money can work for them. Ms. Minuskin prides herself on making a difference and leaving a lasting legacy of continued devotion, dedication, and loyalty to helping others and changing their lives.
RETIREMENT ACCOUNT SPECIALIST
Mr. Stoll hails from the former oil capital of the world, Tulsa OK. With just shy of 10 years in retirement financial services, Mr. Stoll's clients are often surprised to see such a young face that is supported by such a strong presence and knowledge of SDIRAs and Solo 401ks. Josh’s polite southern hospitality upbringing accompanied by his positive energy, relentless drive for success, and infectious humor provides our Retire Happy team and clients with an advocate and a friend. At the center of Josh’s motivation, is his daughter Sophia. Her future college tuition and his desire to create enough wealth to be financially independent, is all it takes to keep Josh going everyday as well as a cup of coffee or two. Josh enjoys traveling, hiking, and a consistent gym regimen when he isn’t assisting his clients achieve financial freedom.
EXECUTIVE ADMINISTRATIVE ASSISTANT
Lourdes Marin is an Executive Administrative Assistant at Retire Happy. Lourdes moved to Las Vegas from Southern California in 2004, to begin a career with Chase Bank as an Assistant Manager. In addition to 12 years with Chase, Lourdes has 5 years of financial services experience with Bank of America. Lourdes is a proud mother and has been happily married for 17 years. In her spare time, Lourdes enjoys spending time at the park playing soccer with her Family and shopping.
Toni Matthews joined our Retire Happy Family in April of 2017 after retiring from 18 years in the nursing industry. Toni relocated to Las Vegas from San Fernando Valley, CA in 1989 in order to follow her passion in nursing and to provide better opportunities for her family. Toni is a proud Mother and Grandmother who loves music and reading. Her most enjoyable times away from the office are spent with her Family. Toni's eagerness to learn and help our clients make her a valued member of our Retire Happy Family.