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

FOUNDER/CEO

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.

 
 

 
 

Terry McDonald

FOUNDER/COO

Terry McDonald is an accomplished financial professional who takes great pride in his values, work, and ability to lead from the front. He has been educating clients on all types of retirement vehicles and investments for over a decade and has clients in all 50 states. He is currently actively licensed in mortgages, insurance, and holds both the Series 7 and Series 63 securities licenses. He attended Grand Canyon University and earned a Bachelor of Science in Finance and Economics. Personally, Terry is on a quest to continue to develop an increasingly healthy lifestyle and finds his motivation every day by working to provide and being a role model to his family and younger siblings.

 

 
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Josh Stoll

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. 

 
 

 

Roxanne Gomez

SCHEDULING COORDINATOR

Ms. Gomez was born and raised in a small town in central California to a large and loving family. In her early adulthood, Roxanne relocated to Las Vegas, Nevada in order to pursue her passion of financial education and medicine. Roxanne’s versatile work ethic & outgoing personality has made her a vital asset to the Retire Happy family since she joined our team in 2012.  Roxanne has spent countless hours mentoring young adult groups at her local community church and strives to continue living a happy and healthy vegan lifestyle. She is a proud mother of three beautiful children and gains her motivation by being a positive role model to her family and achieving financial freedom. Roxanne has a passion for makeup artistry and scrapbooking and is continuously admired by her peers for her loyalty, dedication to success, and cheerful personality.

 

 

Samantha Bales

SCHEDULING COORDINATOR

Samantha is a rare find in such an ever growing city. She’s a Las Vegas native, the oldest of three and will have accomplished a lifelong goal of leading by example when she graduates in December of 2017 with her Bachelors of Science in Education from the College of Southern Nevada. Samantha is motivated by her ability to be a positive role model for her younger siblings and her responsibility to assist clients achieve financial freedom all while maintaining her happiness and professional growth. Extremely competitive, crafty, loyal and bubbly are a few of the many qualities Samantha contributes to our Retire Happy family. When not working or studying, Samantha enjoys cake decorating and taking her pals Cosmo and Mac to the dog park.  Post-graduation, Samantha will begin her career as a High School Counselor while continuing her career in financial services with Retire Happy.