Maximizing Fulfillment in Retirement Planning (Ep.3)

Maximizing Fulfillment in Retirement Planning (Ep.3)

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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 retirement plan based on the client’s goals that adapt to market fluctuations and the client’s needs.

Nate & Gregg focus on: 

  • What goes into building an effective retirement plan beyond money
  • The ABZ model of creating a fulfilling retirement plan
  • How taxes can impact the strategies for required minimum distributions
  • What a sound financial plan needs to entail
  • And more

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