Tag: Retirement Income
The Psychology of Spending Money in Retirement (Ep.10)

The Psychology of Spending Money in Retirement (Ep.10)

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Are you ready to tackle the psychological hurdle of spending in retirement?

Join Nate Yeomans and Gregg Indovina as they delve into the intricate dynamics of our relationship with money during retirement. Unpacking the shift from saving to spending, they offer practical strategies to start living a more enriched and rewarding retirement.

In their discussion, Nate & Gregg cover:

  • The psychological hurdles of using retirement savings.
  • Tips for transitioning from saving mode to spending mode.
  • Crafting a meaningful retirement plan.
  • Concrete steps to overcome the fear of depleting retirement funds.
  • And much more.

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Building Your Retirement Foundation (Ep. 4)

Building Your Retirement Foundation (Ep. 4)

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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

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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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