Tag: Personalized Plan
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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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.