Real estate can be more than just a home—it’s a powerful tool for enhancing your retirement plan.

In this episode, Nate Yeomans and Gregg Indovina explore innovative ways to integrate real estate into retirement strategies. They discuss leveraging equity, investment options, and managing risks to turn real estate into a resource that supports long-term financial goals.

With their knowledge, they help listeners reimagine real estate’s potential in achieving a fulfilling retirement.

Nate & Gregg discuss:

• Using home equity lines of credit and reverse mortgages as strategic tools for cash access during unexpected financial needs
• How to optimize rental properties to generate income while minimizing management challenges
• The pros and cons of downsizing to free up funds and simplify lifestyle in retirement
• Alternatives to owning physical properties, such as Real Estate Investment Trusts (REITs), and their impact on financial portfolios
• Strategic planning to maximize real estate’s role in providing tax benefits, mitigating risks, and enhancing overall retirement plans
• And more!

Connect with Design Wealth Advisors:

• LinkedIn: Nathan Yeomans
• LinkedIn: Gregg Indovina
• LinkedIn: Design Wealth Advisors
• DesignWealthAdvisors.com
• (720) 833-7676

Retirement is about more than financial stability; it’s about designing a meaningful, fulfilling next chapter of life.

What role do health and social connections play in your retirement satisfaction? How can understanding the psychological side of money improve your journey?

In this episode, Nate Yeomans and Gregg Indovina talk with Brendan Frazier, Chief Behavioral Officer at RFG Advisory, about creating a purpose-driven retirement. Brendan shares his insights on aligning financial plans with life goals, focusing on health, and the importance of social connections.

Brendan discusses:

• The crucial role of social connections for fulfilling retirement
• The psychological side of money management
• Three pillars of a happy retirement: money, health, and relationships
• The pitfalls of delayed gratification and procrastination
• And more!

Connect with Design Wealth Advisors:

• LinkedIn: Nathan Yeomans
• LinkedIn: Gregg Indovina
• LinkedIn: Design Wealth Advisors
• DesignWealthAdvisors.com
• (720) 833-7676

Connect with Brendan Frazier:

• LinkedIn: Brendan Frazier
• Website: RFG Advisory

About our Guest:

Brendan Frazier is the Chief Behavioral Officer at RFG Advisory. He joined RFG after founding Wired Planning, a global training platform for financial advisors. Brendan leverages his expertise in behavioral finance to support RFG’s advisors and their clients. He holds a BBA in Marketing from Belmont University.

Women are poised to control more wealth than ever before, but they continue to face unique challenges in financial planning.

How can advisors create genuine connections to help women achieve financial confidence and purpose-driven wealth management?

In this episode of EXTRAordinary Retirement, hosts Nate Yeomans and Greg Indovina welcome Shannon Spotswood, CEO of RFG Advisory and recognized leader in the financial services industry.

Shannon shares her insights on the transformative power of women and wealth, drawing on her personal journey and professional experience.

Listeners will learn about the unique financial challenges women face, the importance of financial literacy, and how women can achieve financial stability and independence by building self-confidence in managing their finances.

They discuss:

• Shannon’s journey in financial services
• The statistic that 70% of women leave their financial advisors in the event of death or divorce.
• “StrongHer Money” initiative aimed at empowering women to live financially fearless
• The upcoming generational wealth transfer and women’s pivotal role in managing this change
• And more!

Resources:

• LinkedIn: StrongHer Money
• Instagram StrongHer Money

Connect with Design Wealth Advisors:

• LinkedIn: Nathan Yeomans
• LinkedIn: Gregg Indovina
• LinkedIn: Design Wealth Advisors
• DesignWealthAdvisors.com
• (720) 833-7676

Connect with Shannon Spotswood:

• RFG Advisory
• LinkedIn: Shannon Spotswood
• sspotswood@rfgadvisory.com
• Instagram: Shannon Spotswood

About Shannon Spotswood:

Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management and business development. At RFG Advisory, Shannon oversees all aspects of RFG 2.0, a fully integrated platform designed for independent financial advisors and the implementation of strategic initiatives contributing to advisor success. Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, advisor-focused RIA of the future.