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.

EXTRAordinary Retirement is a business podcast hosted by Nate Yeomans and Gregg Indovina, with 17 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Nate Yeomans and Gregg Indovina hosts EXTRAordinary Retirement, a business show with 17 episodes published.

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  EXTRAordinary Retirement

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

  Feb 19, 202538 minS0

  <p>Real estate can be more than just a home—it’s a powerful tool for enhancing your retirement plan.</p> <p>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. </p> <p>With their knowledge, they help listeners reimagine real estate’s potential in achieving a fulfilling retirement.</p> <p>Nate & Gregg discuss: </p> Using home equity lines of credit and reverse mortgages as strategic tools for cash access during u...

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  EXTRAordinary Retirement

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

  Dec 19, 202442 minS0

  <p>Retirement is about more than financial stability; it’s about designing a meaningful, fulfilling next chapter of life.</p> <p>What role do health and social connections play in your retirement satisfaction? How can understanding the psychological side of money improve your journey?</p> <p>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.</p> <p>Brendan discusses: </p> The crucial role of social connections for...

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  EXTRAordinary Retirement

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

  Nov 12, 202437 minS0

  <p>Women are poised to control more wealth than ever before, but they continue to face unique challenges in financial planning.</p> <p>How can advisors create genuine connections to help women achieve financial confidence and purpose-driven wealth management?</p> <p>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. </p> <p>Shannon shares her insights on the transformative power of women and wealth, drawing on her personal journey and professional experience. </p> <p>Listeners will learn about the unique financial challenges wo...

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  EXTRAordinary Retirement

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

  Oct 22, 202435 minS0

  <p>Have you ever wondered how to protect your legacy and ensure peace of mind for your loved ones?</p> <p>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. </p> <p>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.</p> <p><b>They discuss:</b></p> Introduction to Kevin Forbush and h...

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  EXTRAordinary Retirement

  Universal Investment Wisdom (Ep. 13)

  Sep 19, 202433 minS0

  <p>Investments are a key component of your retirement plan. Interested in understanding more about maximizing your investments?</p> <p>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.</p> <p>Nate & Gregg discuss:</p> 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...

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