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
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
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
How old were you when you learned how to write a check or create a budget? How much do you know and understand about building a retirement plan for your future?
In this episode, Nate Yeomans and Gregg Indovina discuss the lack of financial education in schools and its impact on individuals’ ability to navigate their financial lives, particularly as they approach retirement. They touch on how a lack of comprehensive financial education leaves individuals ill-prepared to make informed decisions about their finances and retirement plans.
Nate & Gregg explore:
The gap in educating people on financial and retirement topics from an early age
How the lack of financial literacy impacts their retirement planning later in life
What changes between earning a paycheck and entering retirement
The different influences on retirement planning, from Social Security and healthcare to taxes and estate planning
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
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.
