Month: August 2024
The Return on Life Manifesto (Ep.12)

The Return on Life Manifesto (Ep.12)

By |

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 life
  • Exploring how your past, present, and future relationship with money influences your retirement
  • How to make intentional, impactful decisions for a fulfilling life post-retirement

Connect with Design Wealth Advisors: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

This commentary reflects the personal opinions, viewpoints and analyses of Design Wealth Advisors. It does not necessarily represent those of RFG Advisory, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by Design Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Design Wealth Advisors and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.