EXTRAordinary Retirement

The Role of Real Estate in a Retirement Plan (Ep. 17)

Listen Later

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
      • ...more
      View all episodesView all episodes
      Download on the App Store
      EXTRAordinary RetirementBy Nate Yeomans and Gregg Indovina