Tag: Career Transition
EXTRAordinary Retirement – Who We Are (Ep. 1)

EXTRAordinary Retirement – Who We Are (Ep. 1)

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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.

In this engaging episode, they reveal their strategies for maximizing lifetime fulfillment and provide valuable insights into the retirement planning process.

Gregg and Nate discuss:

  • The catalysts behind their career shifts and how they found their true calling in wealth management
  • The unique challenges and opportunities that arise when planning for retirement
  • The importance of living an extraordinary life now and how to make the most of your retirement years
  • Effective investment strategies, including risk management and asset diversification, to secure a financially stable retirement

Resources:

 Connect with Gregg Indovina: 

Connect with Nate Yeomans: 

About Gregg: 

Gregg was introduced to the financial markets early in his career while helping an internet company through the process of going public. The desire to learn more about how markets work led him to begin a financial services career at Merrill Lynch.

Gregg has been an instructor for leading international trading and investing in education companies. He enjoys sharing his insight and has taught over 7,000 students worldwide since 2009 in both the classroom and online.

Today, Gregg serves as the CiO for Accelerated Wealth Advisors and is a lead financial advisor for Design Wealth. He and his wife, Mary Beth live in Colorado Springs with their two children.

About Nate: 

Nate serves as the President and Lead Financial Advisor of Design Wealth in Englewood, Colorado. Nate holds his Series 66 securities license, health and life insurance license, property and casualty license, long-term care license, and mortgage license.

Nate and his wife, Brooke, have been married for over 18 years. Together, they enjoy serving their community, attending church, and spending time with friends and family. They also enjoy many outdoor activities, including golf, hiking, biking, running, and competing in triathlons.

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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.