EXTRAordinary Retirement

Nate Yeomans and Gregg Indovina

Welcome to EXTRAordinary Retirement by Design with Nate Yeomans and Gregg Indovina from Design™ Wealth. In this podcast, we help pre-retirees and retirees design and live an EXTRAordinary retirement by providing customized solutions to meet their ever-evolving retirement planning needs. Join us for this journey, where we explore the roadmap to retirement freedom as Nate and Gregg draw from years of experience and knowledgeable guests to help solve important retirement decisions. Their insights and guidance are sure to ease any worries that may come with this significant phase of life. read less

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Empowering Women to Take Charge of Wealth with Shannon Spotswood (Ep. 15)

Empowering Women to Take Charge of Wealth with Shannon Spotswood (Ep. 15)

Women are poised to control more wealth than ever before, but they continue to face unique challenges in financial planning. How can advisors create genuine connections to help women achieve financial confidence and purpose-driven wealth management? In this episode of EXTRAordinary Retirement, hosts Nate Yeomans and Greg Indovina welcome Shannon Spotswood, CEO of RFG Advisory … Read More Read More

Episodes

Empowering Women to Take Charge of Wealth with Shannon Spotswood (Ep. 15)

Empowering Women to Take Charge of Wealth with Shannon Spotswood (Ep. 15)

Women are poised to control more wealth than ever before, but they continue to face unique challenges in financial planning. How can advisors create genuine connections to help women achieve financial confidence and purpose-driven wealth management? In this episode of EXTRAordinary Retirement, hosts Nate Yeomans and Greg Indovina welcome Shannon Spotswood, CEO of RFG Advisory … Read More Read More

Wills, Trusts, and Proactive Estate Planning With Kevin Forbush (Ep. 14)

Wills, Trusts, and Proactive Estate Planning With Kevin Forbush (Ep. 14)

Have you ever wondered how to protect your legacy and ensure peace of mind for your loved ones? In this episode of EXTRAordinary Retirement by Design, Nate and Gregg welcome Kevin Forbush, an experienced estate planning attorney, to discuss the critical importance of estate planning. You’ll gain invaluable insights into why estate planning isn’t just … Read More Read More

Universal Investment Wisdom (Ep. 13)

Universal Investment Wisdom (Ep. 13)

Investments are a key component of your retirement plan. Interested in understanding more about maximizing your investments? Gregg Indovina and Nate Yeomans discuss foundational investment principles and the role of investments in financial planning. They explore setting specific goals, maintaining realistic return expectations, understanding market trends, and the importance of understanding risk and volatility. Nate … Read More Read More

The Return on Life Manifesto (Ep.12)

The Return on Life Manifesto (Ep.12)

Gregg Indovina and Nate Yeomans introduce the transformative Return on Life Manifesto, shifting the focus to living a deeply fulfilling and intentional retirement. They discuss the evolution of the financial planning industry and the revolutionary concept of Return on Life. They explore how your relationship with money impacts your happiness in retirement and provide actionable … Read More Read More

Unlocking the Secrets of Social Security (Ep. 11)

Unlocking the Secrets of Social Security (Ep. 11)

Are you getting the most out of your Social Security benefits? Does your strategy connect Social Security with the rest of your retirement plan? Nate Yeomans and Gregg Indovina dive into the historical context of Social Security, shedding light on its inception as a solution to address the challenges of retirement in America. Together they … Read More Read More

The Psychology of Spending Money in Retirement (Ep.10)

The Psychology of Spending Money in Retirement (Ep.10)

Are you ready to tackle the psychological hurdle of spending in retirement? Join Nate Yeomans and Gregg Indovina as they delve into the intricate dynamics of our relationship with money during retirement. Unpacking the shift from saving to spending, they offer practical strategies to start living a more enriched and rewarding retirement. In their discussion, … Read More Read More

The Importance of Finding the Right Financial Advisor (Ep. 9)

The Importance of Finding the Right Financial Advisor (Ep. 9)

Are you asking the right questions about your retirement planning? Organizing your financial future starts with finding the perfect advisor. Nate Yeomans and Gregg Indovina discuss the importance of asking crucial questions when choosing a financial advisor, understanding the impact of involving your spouse in financial decisions, and ensuring your retirement readiness with professional insights. … Read More Read More

Navigating Long-Term Care in Retirement: Strategies for Financial Security (Ep. 8)

Navigating Long-Term Care in Retirement: Strategies for Financial Security (Ep. 8)

How can you effectively manage long-term care expenses? What financial impact could this have on your retirement savings, your spouse, and the legacy you hope to leave behind? Join Nate Yeomans and Gregg Indovina as they tackle the critical topic of managing long-term care costs in retirement. Discover the potential impact of these expenses on … Read More Read More

Protecting Your Retirement Income: Strategies to Navigate Market Uncertainty (Ep. 7)

Protecting Your Retirement Income: Strategies to Navigate Market Uncertainty (Ep. 7)

No one can control or understand how the market will move in the future. What you can do is prepare for the eventuality and secure your investments. How are you protecting your retirement income from unexpected market changes? Nate Yeomans and Gregg Indovina discuss the difficulties of securing income during retirement, emphasizing the risks associated … Read More Read More

Living the EXTRAordinary Retirement by Maximizing Lifetime Fulfillment (Ep. 6)

Living the EXTRAordinary Retirement by Maximizing Lifetime Fulfillment (Ep. 6)

What is the ultimate goal of retirement? For most, the focus on money alone can get in the way of creating the life of your dreams. How do you maximize lifetime fulfillment in retirement? Join Nate Yeomans and Gregg Indovina as they question the traditional retirement mindset and explore ways to have a truly fulfilling … Read More Read More

True Diversification for Each Stage of Life (Ep. 5)

True Diversification for Each Stage of Life (Ep. 5)

Have you modified your investment approach to match your current stage of life? Investment strategies that worked well in the past may not be suited for those approaching or who are already retired. In this episode, Nate Yeomans and Gregg Indovina explore the importance of adapting investment strategies according to different life stages. They challenge … Read More Read More

Building Your Retirement Foundation (Ep. 4)

Building Your Retirement Foundation (Ep. 4)

Every retirement needs a solid foundation to build on and grow. A major part of that foundation is ensuring you have enough retirement income to support you after your paycheck. In this episode, Nate Yeomans and Gregg Indovina discuss the first step in building your retirement foundation, and building and protecting your retirement income. They … Read More Read More

Maximizing Fulfillment in Retirement Planning (Ep.3)

Maximizing Fulfillment in Retirement Planning (Ep.3)

When you think about retirement planning, money and savings are some of the first words to come to mind. But what goes into building a plan that will help that money last? In this episode, Nate Yeomans and Gregg Indovina discuss what many people don’t think about when building an effective retirement plan. They share … Read More Read More

The Value of Financial Education for People Looking to Retire (Ep. 2)

The Value of Financial Education for People Looking to Retire (Ep. 2)

How old were you when you learned how to write a check or create a budget? How much do you know and understand about building a retirement plan for your future? In this episode, Nate Yeomans and Gregg Indovina discuss the lack of financial education in schools and its impact on individuals’ ability to navigate … Read More Read More

EXTRAordinary Retirement – Who We Are (Ep. 1)

EXTRAordinary Retirement – Who We Are (Ep. 1)

Join Gregg Indovina and Nate Yeomans on their inaugural episode as they discuss their journeys into the wealth management industry and the driving forces behind their passion for helping individuals achieve financial fulfillment. From overcoming career transitions to discovering one’s true purpose, this episode delves into the importance of living an extraordinary life, starting today. … Read More Read More