EXTRAordinary Retirement
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.
Episodes
Real estate can be more than just a home—it’s a powerful tool for enhancing your retirement plan.
In this episode, Nate Yeomans and Gregg Indovina explore innovative ways to integrate real estate into retirement strategies. They discuss leveraging equity, investment options, and managing risks to turn real estate into a resource that supports long-term financial...
Retirement is about more than financial stability; it’s about designing a meaningful, fulfilling next chapter of life.
What role do health and social connections play in your retirement satisfaction? How can understanding the psychological side of money improve your journey?
In this episode, Nate Yeomans and Gregg Indovina ...
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 In...
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 i...
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 ...
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 pr...
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 discuss the intricacie...
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.
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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 re...
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 your retirement sa...
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 with the ...
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 retirement, without any regrets. They stres...
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
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 explore key strat...
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 their approach to creating a fulfilling retir...
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 their financial lives, particularly as they ap...
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 extr...
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