Tag: EXTRAordinary Retirement
True Diversification for Each Stage of Life (Ep. 5)

True Diversification for Each Stage of Life (Ep. 5)

By |

Have you modified your investment approach to match your current stage of life? Investment strategies that worked well in the past may not be suited for those approaching or who are already retired.

In this episode, Nate Yeomans and Gregg Indovina explore the importance of adapting investment strategies according to different life stages. They challenge the typical idea of diversification, suggesting a truly diversified portfolio should include various asset classes and risk management techniques.

Nate & Gregg touch on: 

  • Why investments should be adjusted based on life’s phases
  • What is the goal during the income phase of retirement in terms of investments
  •  What is a common misconception about investment returns and successful retirement plans
  • How can true diversification be achieved in portfolios, including different asset classes and risk management techniques
  • And more

Connect with Design Wealth Advisors: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Building Your Retirement Foundation (Ep. 4)

Building Your Retirement Foundation (Ep. 4)

By |

Every retirement needs a solid foundation to build on and grow. A major part of that foundation is ensuring you have enough retirement income to support you after your paycheck.

In this episode, Nate Yeomans and Gregg Indovina discuss the first step in building your retirement foundation, and building and protecting your retirement income. They explore key strategies to ensure your investments develop into the retirement income you need by the time you retire and prevent losses during retirement. 

Nate & Gregg discuss: 

  • The importance of variable income sources when building retirement plans
  • How annuities provide protection for retirement investments
  • The four types of annuities and how they fit within investment planning
  • The pros and cons of including annuities in your investment plan
  • And more

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.