Shows
EXTRAordinary RetirementThe Role of Real Estate in a Retirement Plan (Ep. 17)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 goals.
With their knowledge, they help listeners reimagine real estate’s potential in achieving a fulfilling retirement.
Nate & Gregg discuss:
Using home equity lines of credit and reverse mortgages as strategic tools for cash access during u...2025-02-1937 minEXTRAordinary RetirementPurposeful Retirement: Health, Wealth, and Social Connections with Brendan Frazier (Ep. 16)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 at RFG Advisory, about creating a purpose-driven retirement. Brendan shares his insights on aligning financial plans with life goals, focusing on health, and the importance of social connections.
Brendan discusses:
The crucial role of social connections for...2024-12-1941 minEXTRAordinary RetirementEmpowering 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 and recognized leader in the financial services industry.
Shannon shares her insights on the transformative power of women and wealth, drawing on her personal journey and professional experience.
Listeners will learn about the unique financial challenges wo...2024-11-1236 minEXTRAordinary RetirementWills, 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 for the wealthy, the potential consequences of delaying your planning, and practical steps you can take today to minimize estate taxes and protect your assets from creditors.
They discuss:
Introduction to Kevin Forbush and h...2024-10-2235 minEXTRAordinary RetirementUniversal 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 & Gregg discuss:
The importance of setting specific goals in investing and how it helps maintain focus and purpose.
How realistic return expectations can help manage emotions during market cycles.
The role of understanding market trends and managing risk in...2024-09-1932 minEXTRAordinary RetirementThe 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 insights to personalize your planning.
Other episode discussions include:
Understanding Return on Life: Learn how this new paradigm in financial planning puts your life goals at the center
Insights on shifting focus from return on investment to return on l...2024-08-2138 minEXTRAordinary RetirementUnlocking 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 discuss the intricacies of Social Security. Whether you’re approaching retirement or reevaluating your plan, this discussion covers the foundational knowledge and strategic considerations vital for enhancing your benefits.
Nate & Gregg discuss:
Understanding the calculation and significance of earning cred...2024-06-1937 minEXTRAordinary RetirementThe 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, Nate & Gregg cover:
The psychological hurdles of using retirement savings.
Tips for transitioning from saving mode to spending mode.
Crafting a meaningful retirement plan.
Concrete steps to overcome the fear of depleting retirement funds.
And much more.
...2024-05-1534 minEXTRAordinary RetirementThe 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.
Nate & Gregg discuss:
Why selecting the right financial advisor is crucial for retirement planning
What are the key questions to consider when choosing a financial advisor
How important is it to involve your spouse in financial discussions
The importance o...2024-04-1735 minEXTRAordinary RetirementNavigating 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 your retirement savings, spouse, and family legacy, and gain valuable insights into effective strategies for planning and mitigating financial risks.
Explore the intricacies of retirement planning with a focus on long-term care, including the importance of early preparation, the asset-based...2024-03-2033 minEXTRAordinary RetirementProtecting 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 More2024-02-2132 minEXTRAordinary RetirementLiving 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 More2024-01-1731 minEXTRAordinary RetirementTrue 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 More2023-11-2231 minEXTRAordinary RetirementBuilding 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 More2023-10-0438 minEXTRAordinary RetirementMaximizing 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 More2023-09-1535 minEXTRAordinary RetirementThe 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 More2023-09-1529 minEXTRAordinary RetirementEXTRAordinary 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 More2023-09-1531 min