EXTRAordinary Retirement – Who We Are (Ep. 1)

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: RFG Advisory  Connect with Gregg Indovina:  LinkedIn: Gregg Indovina  Connect with Nate Yeomans:  LinkedIn: 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.