Episodes

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

    The Role of Real Estate in a Retirement Plan (Ep. 17)
    Feb 19 2025
    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 …

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

    Purposeful Retirement: Health, Wealth, and Social Connections with Brendan Frazier (Ep. 16)
    Dec 19 2024
    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 …

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

    Empowering Women to Take Charge of Wealth with Shannon Spotswood (Ep. 15)
    Nov 12 2024
    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 …

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

    Wills, Trusts, and Proactive Estate Planning With Kevin Forbush (Ep. 14)
    Oct 22 2024
    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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    35 mins
  • Universal Investment Wisdom (Ep. 13)

    Universal Investment Wisdom (Ep. 13)
    Sep 19 2024
    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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    33 mins
  • The Return on Life Manifesto (Ep.12)

    The Return on Life Manifesto (Ep.12)
    Aug 21 2024
    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 …

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    39 mins
  • Unlocking the Secrets of Social Security (Ep. 11)

    Unlocking the Secrets of Social Security (Ep. 11)
    Jun 19 2024
    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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    38 mins
  • The Psychology of Spending Money in Retirement (Ep.10)

    The Psychology of Spending Money in Retirement (Ep.10)
    May 15 2024
    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, …

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    34 mins