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

The Role of Real Estate in a Retirement Plan (Ep. 17)

February 19, 2025 • 37 mins

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 …

Purposeful Retirement: Health, Wealth, and Social Connections with Brendan Frazier (Ep. 16)

December 19, 2024 • 41 mins

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 talk with Brendan Frazier, Chief Behavioral Officer …

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

November 12, 2024 • 36 mins

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 …

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

October 22, 2024 • 35 mins

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 …

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Universal Investment Wisdom (Ep. 13)

September 19, 2024 • 32 mins

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 …

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The Return on Life Manifesto (Ep.12)

August 21, 2024 • 38 mins

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 …

Unlocking the Secrets of Social Security (Ep. 11)

June 19, 2024 • 37 mins

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 …

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

May 15, 2024 • 34 mins

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, …

September 15, 2023 • 31 mins

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. …

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EXTRAordinary Retirement

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}The Role of Real Estate in a Retirement Plan (Ep. 17)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Purposeful Retirement: Health, Wealth, and Social Connections with Brendan Frazier (Ep. 16)

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

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

Universal Investment Wisdom (Ep. 13)

The Return on Life Manifesto (Ep.12)

Unlocking the Secrets of Social Security (Ep. 11)

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

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

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

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

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

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

Building Your Retirement Foundation (Ep. 4)

Maximizing Fulfillment in Retirement Planning (Ep.3)

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