Shows
Risk Parity RadioEpisode 440: Looking At Some Charts, Inheritance Headaches, Bonds And Gold, And Celebrating OzzyIn this episode we celebrate Ozzy Osbourne and answer emails from Iron Tony, Ben and Robbin. We discuss some of the charts at Portfolio Charts and some related research, the unexpected problems of complex trusts and the value of simplifying estate planning by giving money away while you are alive and balancing treasury bonds, gold, and equity allocations to create resilient portfolios.If you'd like to move to the front of the email line, please consider donating to the Father McKenna Center at fathermckennacenter.org or through the support page at riskparityradio.com.Links:2025-07-2444 min
The Stacking Benjamins ShowCarving Out a Robust Retirement Spending Plan (SB1698)So you’ve scaled the mountain, built the nest egg, and maybe even shouted “I’m done!” across a pristine beach... now what?
In today’s Stacking Benjamins episode, Joe Saul-Sehy convenes a roundtable of heavy-hitters to tackle the most misunderstood phase of money management: decumulation—a.k.a. the art of spending what you’ve worked so hard to save. Whether you're staring down retirement or already deep into your golden years, you'll hear candid, practical insights from three financial thought leaders who specialize in making your money last.
Joining Joe are Dana Anspach, retirement pla...2025-06-201h 29
Inspired MoneyRetirement Income Strategies: Maximizing Returns for Peace of MindWhy This Episode Is a Must-Listen Today’s retirees face more uncertainty than ever: market swings, inflation, and the disappearance of traditional pensions. In this episode of Inspired Money, host Andy Wang brings together four of the leading voices in retirement planning for a candid, practical conversation—one that moves beyond “rules of thumb” to reveal actionable ways to create reliable income and lasting peace of mind for your retirement years. If you want clarity in your retirement income plan, ideas to maximize your savings, or strategies for a fulfilling next chapter, this episode is packed with the real-world wisdom y...2025-06-051h 08
Advisor Marketing Made SimpleAdvice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to decide whether to niche down or broaden your client base? Is your ideal demographic price-sensitive, making you question your business model?In this LIVE "Advice Line" episode, financial advisor Jason Co joins us to discuss his dilemma serving Asian American clients. As a CFP® who understands the unique cultural nuances of this demographic, Jason has built a successful YouTube channel generating 5-10 prospect calls weekly—but questions whether thi...2025-04-2346 min
Inspired MoneyRetirement Income Strategies: Maximizing Returns for Financial FreedomWhy This Episode Is a Must-Listen Planning for retirement can feel overwhelming with its complexities and uncertainties. This episode of "Inspired Money" tackles the essential question: How do you turn your savings into reliable income that will last throughout retirement? We bring together a panel of four esteemed experts to share proven strategies, actionable insights, and industry wisdom to help you craft a solid retirement income plan. Whether you are just beginning to think about retirement or looking to refine your strategy, this episode offers valuable advice on diversifying your income, managing taxes, and inflation-proofing your financial future....2025-03-271h 05
The Stacking Benjamins ShowHow Pros Build Motivation Into an Effective Financial Plan (SB1659)Ever wonder why some people crush their financial goals while others keep hitting snooze? Today, we’re talking about the secret sauce behind sticking to a financial plan—and no, it’s not just “wanting it more” (though that helps). Joining Joe in the basement is OG, alongside personal finance expert Jesse Kramer from The Best Interest and CFP Dana Anspach from Sensible Money. Together, they’ll break down why staying financially motivated is harder than it looks—and how to actually keep yourself on track, even when life (or a killer sale on Amazon) tries to derail you.2025-03-211h 04
The Stacking Benjamins ShowThe Surprising Benefits of Financial Inaction (SB1653)Feeling the pressure to constantly tweak your investments? Today, we uncover the surprising benefits of financial inaction with insights from CFP Dana Anspach, Len Penzo, and OG. We dive into the wisdom of sometimes doing nothing—because, as it turns out, sitting on your hands (financially speaking) can be a power move.
Why lazy portfolio management might be the smartest strategy you’ll ever adopt (spoiler: it involves less work).
The power of downtime—turns out, stepping away from your money might actually make you richer.
Why your future self will thank you for setting up aut...2025-03-071h 11
The Mental Mettle PodcastEpisode 88: Forging Spiritual Mettle. The MMC continues with coach Len AnspachThe Monthly Mettle Challenge continues! In this episode learn how Coach Thomann plans to use Biblical reading and prayer to develop toughness and forge his mettle. Certified Coach Len Anspach join in to help Matt develop insight and foreword action. Finally, hear Dana Thomann talk about her plan to improve her faith in the Mettle in Minutes segment. For more information contact coachthomann@gmail.com Schedule a free coaching session with Coach ThomannOrder The Mental Mettle Podcast GearThe Mental Mettle Podcast | Official Gear | BonfireMental Mettle Coaching speci...2025-02-031h 04
InfoTrakMobile Apps for Substance Abuse and Steps to Take As You Near Retirement-Steps to Take As You Near RetirementHow many older Americans are ready for retirement? Retirement planning expert Dana Anspach, Founder and CEO of Sensible Money, outlines the five things she plans to do in the five years leading up to retirement.2024-07-2500 minInfoTrakMobile Apps for Substance Abuse and Steps to Take As You Near Retirement-Steps to Take As You Near RetirementHow many older Americans are ready for retirement? Retirement planning expert Dana Anspach, Founder and CEO of Sensible Money, outlines the five things she plans to do in the five years leading up to retirement.2024-07-2500 minInfoTrakMobile Apps for Substance Abuse and Steps to Take As You Near Retirement-Steps to Take As You Near RetirementHow many older Americans are ready for retirement? Retirement planning expert Dana Anspach, Founder and CEO of Sensible Money, outlines the five things she plans to do in the five years leading up to retirement.2024-07-2500 minInfoTrakMobile Apps for Substance Abuse and Steps to Take As You Near Retirement-Steps to Take As You Near RetirementHow many older Americans are ready for retirement? Retirement planning expert Dana Anspach, Founder and CEO of Sensible Money, outlines the five things she plans to do in the five years leading up to retirement.2024-07-2500 minInfoTrakMobile Apps for Substance Abuse and Steps to Take As You Near Retirement-Steps to Take As You Near RetirementHow many older Americans are ready for retirement? Retirement planning expert Dana Anspach, Founder and CEO of Sensible Money, outlines the five things she plans to do in the five years leading up to retirement.2024-07-2500 minInfoTrakMobile Apps for Substance Abuse and Steps to Take As You Near Retirement-Steps to Take As You Near RetirementHow many older Americans are ready for retirement? Retirement planning expert Dana Anspach, Founder and CEO of Sensible Money, outlines the five things she plans to do in the five years leading up to retirement.2024-07-2500 min
“Fun With Annuities” The Annuity Man PodcastDana Anspach: Juicing Your Retirement Plan (TAM Classic)In this episode, The Annuity Man and Dana Anspach discuss: Juicing your retirement money How can you know if you’re “retirement-ready” What are some things you have to consider when setting up your retirement plan The four percent rule Key Takeaways: Don’t underestimate what more you can juice from your retirement plan. You might very well end up with hundreds of thousands of dollars by the end of it. You need to know what the risk factors are in the decumulation phase. Calculating the bigger picture of your retirement will help you make decisions that increase your probability of success and have peace of mind in the future. The reality is that you can...2024-06-1842 min
The Stacking Benjamins ShowAccomplish More With a Few Benjamin-Stacking Time Hacks (SB 1508)How can you take control of your life instead of life taking control of you? On today's special roundtable episode, we're talking about making the most of your productivity habits. How has your phone robbed you of your productivity? We're joined by Rob Berger of The Dough Roller Money Podcast, founder and CEO of the financial services firm Sensible Money Dana Anspach, and founder of Afford Anything Paula Pant. They'll dive into their top productivity tips.On the second half of the show, we're joined by MetPro's Angelo Poli. He and Joe dive into health and fitness...2024-04-261h 20The Stacking Benjamins ShowFilthy Rich or Miserably Wealthy? (SB 1481)Over the course of your life, would you prefer to feel special or happy? If you can only choose one in your life, which one would you choose and feel like you made the most of it? That's the topic for our roundtable discussion today. We're joined by our very special guest Dana Anspach, CFP®, RMA®, Kolbe Certified™ Consultant, and Founder & CEO of Sensible Money, LLC. She's joined by our in-house sourpuss OG and Len Penzo, creator of the award-winning blog lenpenzo.com.Our panel discusses whether achieving "happy" or "special" is necessarily an either/or decision, or i...2024-02-231h 12
Ultra High Net Worth Clients with Chris Brodhead#31 The Journey to a Secure Retirement w/ Dana Anspach, CEO & Founder, Sensible Money, LLCDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Dana Anspach (https://www.sensiblemoney.com/), a seasoned financial advisor and founder of Sensible Money, discusses the importance of strategic financial planning for those in the decumulation phase of wealth. Dana shares her approach to financial advising, the unique process Sensible Money uses requiring clients to go through an initial planning phase, and her passion for providing value to her clients and the broader financial industry through educational content. She also talks about her business's evolution and her goal of creating a s...2024-01-2449 min
Aligned Money ShowDana Anspach2023-12-2718 min
Earn & InvestUnlocking Financial Freedom: Mastering the Art of Decumulation with Dana AnspachIn this enlightening episode, we sit down with renowned financial planner Dana Anspach to delve deep into the often-overlooked aspect of retirement planning: decumulation. Join us as we explore the psychological barriers that make people reluctant to spend their hard-earned savings in retirement and gain valuable insights on how to overcome the fear of running out of money. Dana shares practical strategies and expert advice on achieving financial freedom, making the most of your retirement savings, and ensuring a worry-free retirement journey. Don't miss this essential guide to securing your financial future with confidence. Learn...2023-11-0959 minThe Stacking Benjamins ShowBridging the Gap Between Academic Research and Industry Expertise Where Do You Get Your Advice?Where do YOU turn for true financial advice? Your family and friends? A CFP professional? Your bridge club crew? TikTok??? On today's special Friday roundtable episode we're thrilled to have an all-CFP lineup to each give their two cents on where to look for true financial advice. We're happy to welcome back our friend CFP Michael Kitces after a long hiatus; we also welcome back the queen of Sensible Money CFP Dana Anspach; and finally, our in-house CFP OG joins the gang.In the second part of the discussion, our panel shares their take on the positives...2023-08-181h 16
Phoenix Business RadioAmy Bruske with Kolbe Corp and Dana Anspach with Sensible MoneyAmy Bruske with Kolbe Corp and Dana Anspach with Sensible Money Kolbe Corp, a Phoenix-based company, provides consulting, software, and assessments to help people identify their instinctive talents, develop their confidence, and use their innate abilities to succeed in business and their personal lives. For more than 45 years, the Kolbe System has been used […] The post Amy Bruske with Kolbe Corp and Dana Anspach with Sensible Money appeared first on Business RadioX ®.2023-08-0155 min
Phoenix Business RadioAmy Bruske with Kolbe Corp and Dana Anspach with Sensible MoneyAmy Bruske with Kolbe Corp and Dana Anspach with Sensible Money Kolbe Corp, a Phoenix-based company, provides consulting, software, and assessments to help people identify their instinctive talents, develop their confidence, and use their innate abilities to succeed in business and their personal lives. For more than 45 years, the Kolbe System has been used […] The post Amy Bruske with Kolbe Corp and Dana Anspach with Sensible Money appeared first on Business RadioX ®.2023-08-0155 min
Phoenix Business RadioAmy Bruske with Kolbe Corp and Dana Anspach with Sensible MoneyAmy Bruske with Kolbe Corp and Dana Anspach with Sensible Money Kolbe Corp, a Phoenix-based company, provides consulting, software, and assessments to help people identify their instinctive talents, develop their confidence, and use their innate abilities to succeed in business and their personal lives. For more than 45 years, the Kolbe System has been used […]
The post Amy Bruske with Kolbe Corp and Dana Anspach with Sensible Money appeared first on Business RadioX ®.2023-08-0100 min
My Worst Investment Ever PodcastDana Anspach – Loving a Product Is Different From Running a BusinessBIO: Dana Anspach is the founder and CEO of Sensible Money, LLC, a firm specializing in retirement income planning. In 2022, Sensible Money ranked on the Inc. 5000 list of fastest-growing privately owned companies in the U.S.STORY: Dana loved a fitness product so much that she decided to open her own franchise. Soon enough, she discovered running a business is so much different from loving its product. She sold the company at a loss.LEARNING: Just because a product is great doesn’t mean the business will succeed. Instead of opening a second business, create a...2023-07-2827 minThe Stacking Benjamins ShowMastering Rollovers: Strategies for a Smooth Transition of Retirement FundsDo you have assets in a previous employer's retirement plan? Would it be easier to consolidate all your retirement assets into one place? Today we're all about rollovers: what they are, how they work, and why you should care. We welcome Dana Anspach, CFP, the force behind Sensible Money, a financial planning service focused on clients who are nearing/in retirement, to help make sense of what rollovers are and if it makes sense to do one. Joining Dana is, Paula Pant, who has more knowledge about rollovers than pop culture, as well as our in-house CFP, OG.2023-06-231h 13
The Long ViewBest of The Long View: Financial Planning and RetirementOn this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement researchers over the past year. In next week’s episode, we’ll include some of our favorite excerpts from our interviews with portfolio managers and other investment specialists.“Nick Maggiulli: ‘The Biggest Lie in Personal Finance,’” The Long View podcast, Morningstar.com, April 12, 2022.“Justin Fitzpatrick: ‘Retirees Have a Superpower,’” The Long View podcast, Morningstar.com, July 12, 2022.“Dana Anspach: How to Build an All-Weather Retirement Plan,” The Long View podcast, Morningstar.com, Oct. 18, 2022...2022-12-2737 minThe Long ViewDana Anspach: How to Build an All-Weather Retirement PlanOur guest on the podcast today is Dana Anspach. She is the founder and CEO of the financial planning firm, Sensible Money, based in Scottsdale, Arizona, and she has been practicing as a financial planner since 1995. Dana is also the author of the lecture series How to Plan for the Perfect Retirement, available on The Great Courses, and the author of the books Control Your Retirement Destiny and Social Security Sense. She has been writing as an expert on retirement-related topics since 2008, including contributions to MarketWatch and U.S. News & World Report, About.com, and The Balance. Dana is...2022-10-1857 min
Powered by InstinctYour Strengths, Your Money and Your Team, with Dana AnspachOn the latest installment of the Powered by Instinct Podcast, Kolbe Corp CEO David Kolbe talked with Dana Anspach about what it means to trust your gut in the high-stakes world of finance. Dana is a Kolbe certified™ Consultant and the founder and CEO of Sensible Money, a financial planning firm that regularly uses Kolbe theory to cater to their clients’ instinctive needs. Understanding those needs allows Dana and her team to present and share information in the best possible way for each client, while also better understanding and anticipating client questions and reactions. David and Dana also...2022-09-1536 min
The Stacking Benjamins ShowWhen Is Doing Nothing The Better Financial Option?Can you be idle and still get ahead in the game of life? In some cases, this is absolutely the best answer. Our contributors to today's roundtable discussion dive into their answers to the question, "Can doing nothing benefit you in life and with your money?" Our special guest today from Sensible Money is Certified Financial Planner Dana Anspach. Joining Dana are our regular contributors, Len Penzo (LenPenzo.com) and our co-host OG. That's not all! We will round everything out with neighbor Doug's famous trivia!Enjoy! Learn more about your ad choices...2022-06-101h 07“Fun With Annuities” The Annuity Man PodcastDana Anspach: Be Aware of Financial BiasesIn this episode, The Annuity Man and Dana Anspach discuss: Don’t blame the hammer Overcoming confirmation bias Avoiding “perfect” products Long view financial planning Key Takeaways: Don’t blame the hammer. It’s easy to blame the tool, but many other variables come into play if it doesn’t work. It could be that the person using the tool lacks experience or all the information they need to make it work. To overcome your own confirmation bias, try to be more curious. Listen to media, understand their audience, and consider if you’re a part of it. Determ...2022-05-1051 min“Fun With Annuities” The Annuity Man PodcastDana Anspach: Juicing Your Retirement PlanIn this episode, The Annuity Man and Dana Anspach discuss: Juicing your retirement money How can you know if you’re “retirement-ready” What are some things you have to consider when setting up your retirement plan The four percent rule Key Takeaways: Don’t underestimate what more you can juice from your retirement plan. You might very well end up with hundreds of thousands of dollars by the end of it. You need to know what the risk factors are in the decumulation phase. Calculating the bigger picture of your retirement will help you make decision...2021-07-2058 minThe Stacking Benjamins Show10 Lessons For A Successful Retirement (with an intro to Everplans)Spend less than you earn, invest, Stack Benjamins, and retire to a beach for the rest of your life, (or insert personal retirement fantasy here). It sounds simple... right? As a set of guidelines, sure it's simple. BUT in reality, it's not so easy, and as studies have shown time and time again, doing your dream retirement activity (like golf) every day gets old very quickly. While money is obviously the most important component to any retirement, the "to-do" list doesn't stop there. Helping us fill in the blanks, and joining us for our round table today, we welcome...2021-03-121h 29
The Boldin Your Money PodcastDana Anspach: Retirement Income PlanningThe 50th NewRetirement podcast. This time, Steve Chen is joined by guest Dana Anspach — certified financial planner, author, and the founder of Sensible Money — and discusses her practice and retirement income planning.Produced by Davorin Robison.© 2020 NewRetirement Inc.
2020-12-1745 minThe Stacking Benjamins ShowHiring an Advisor: Insider Secrets (plus an intro to SoLo Funds)All that we hear about when we read financial pieces about hiring advisors is, "Ask about the fees," and "Hire a Fee Only Advisor." Sadly, the former and current advisor who operate this podcast know it isn't that easy. There are fee only advisors who are morons and a cheap fee means nothing if you find zero value in your "low fee" advice. So what SHOULD you ask? Today we gather together some of our favorite pros to ask them. What questions SHOULD people ask (but don't)? What should people look for in a good advisor? What are the...2020-07-171h 27
The Exceptional Advisor PodcastEpisode 46–Retirement Insights in the Covid-Era w/Dana AnspachRobert Powell, editor of Retirement Daily at The Street, interviews Dana Anspach, CFP®, RMA®, founder of Sensible Money, LLC, a fee-only registered investment advisory firm.2020-06-0844 min
Control Your Retirement DestinyChapter 13 – “Estate Planning"In this episode, podcast host and author of “Control Your Retirement Destiny”, Dana Anspach, covers Chapter 13 of the 2nd edition of the book titled, “Estate Planning.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 13 – Podcast Script
Hi, this is Dana Anspach. I’m the founder and CEO of Se...2019-07-0500 minControl Your Retirement DestinyChapter 12 (Part 2) - “Interviewing Advisors and Avoiding Fraud"In this episode, podcast host and author of “Control Your Retirement Destiny”, Dana Anspach, covers part 2 of Chapter 12 of the 2nd edition of the book titled, “Whom To Listen Too.” Part 2 covers "Interviewing Advisors and Avoiding Fraud."
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 12 (Part 2) – Podcast Script
...2019-06-2200 minControl Your Retirement DestinyChapter 12 (Part 1) - "Whom To Listen To"In this episode, podcast host and author of “Control Your Retirement Destiny”, Dana Anspach, covers part 1 of Chapter 12 of the 2nd edition of the book titled, “Whom To Listen Too.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 12 (Part 1) – Podcast Script
Hi, this is Dana Anspach. I’m t...2019-04-2700 minControl Your Retirement DestinyChapter 11 – “Working Before & During Retirement - Your Human Capital”In this episode, podcast host and author of “Control Your Retirement Destiny”, Dana Anspach, covers Chapter 11 of the 2nd edition of the book titled, “Working Before & During Retirement - Your Human Capital.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 11 – Podcast Script
Hi, this is Dana Anspach. I’...2019-03-2200 minControl Your Retirement DestinyChapter 10 – “Health Care”In this episode, podcast host and author of “Control Your Retirement Destiny”, Dana Anspach, covers Chapter 10 of the 2nd edition of the book titled, “Health Care.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 10 – Podcast Script
Hi, this is Dana Anspach. I’m the founder and CEO of Se...2019-03-0900 minControl Your Retirement DestinyChapter 9 – "Real Estate and Mortgages"In this episode, podcast host and author of “Control Your Retirement Destiny”, Dana Anspach, covers Chapter 9 of the 2nd edition of the book titled, “Real Estate and Mortgages.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 9 – Podcast Script
Hi, this is Dana Anspach. I’m the founder and CEO...2019-02-0100 minControl Your Retirement DestinyChapter 8 – “Annuities”In this episode, podcast host and author of “Control Your Retirement Destiny”, Dana Anspach, covers Chapter 8 of the 2nd edition of the book titled, “Annuities.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 8 – Podcast Script
Hi, this is Dana Anspach. I’m the founder and CEO of Sensible M...2019-01-1900 minControl Your Retirement DestinyChapter 7.5 – “Pensions”In this episode, podcast host and author of “Control Your Retirement Destiny” Dana Anspach covers additional content from Chapter 7 of the 2nd edition of the book on “Pensions.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 7.5 – Podcast Script
Hi, this is Dana Anspach. I’m the founder and CEO...2019-01-1800 minControl Your Retirement DestinyChapter 7 – “Company Benefits”In this episode, podcast host and author of “Control Your Retirement Destiny” Dana Anspach covers Chapter 7 of the 2nd edition of the book titled, “Company Benefits.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 7 – Podcast Script
Hi, this is Dana Anspach. I’m the founder and CEO of Se...2019-01-0500 minControl Your Retirement DestinyChapter 6 – “Life and Disability Insurance”In this episode, podcast host and author of “Control Your Retirement Destiny” Dana Anspach covers Chapter 6 of the 2nd edition of the book titled, “Life and Disability Insurance.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 6 – Podcast Script
Hi, I’m Dana Anspach. I’m the founder and CEO of...2018-12-2200 minControl Your Retirement DestinyChapter 5 – "Investing"In this episode, podcast host and author of “Control Your Retirement Destiny” covers Chapter 5 of the 2nd edition of the book titled, “Investing.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 5 – Podcast Script
Hi, this is Dana Anspach. I’m the founder and CEO of Sensible Money, a...2018-12-0800 minControl Your Retirement DestinyChapter 4 – "Taxes"In this episode, podcast host and author of “Control Your Retirement Destiny” covers Chapter 4 of the 2nd edition of the book titled, “Taxes.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 4 – Podcast Script
Hi, this is Dana Anspach. I’m the founder and CEO of Sensible Money, a...2018-11-2300 minControl Your Retirement DestinyChapter 3 - “Social Security”In this episode, podcast host and author of “Control Your Retirement Destiny” covers Chapter 3 of the 2nd edition of the book titled, “Social Security.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 3 – Podcast Script
Hi, this is Dana Anspach, the founder and CEO of Sensible Money, a f...2018-11-1000 minControl Your Retirement DestinyChapter 2 - "Starting with the Planning Basics"In this episode, podcast host and author of “Control Your Retirement Destiny” covers Chapter 2 of the 2nd edition of the book titled, “Starting with the Planning Basics.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 2 – Podcast Script
Hi, this is Dana Anspach, founder and CEO of Sensible...2018-10-2700 minControl Your Retirement DestinyChapter 1 - "Why It's Different Over 50"In this episode, podcast host and author of “Control Your Retirement Destiny” covers Chapter 1 of the 2nd edition of the book titled, “Why It’s Different Over 50.”
If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon.
Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.
Chapter 1 – Podcast Script
Hi, I’m Dana Anspach, the founder and CEO of Sensible...2018-10-0900 min
Retire Secure!Episode 206 - Controlling Your Retirement Destiny with CEO of Sensible Money, LLC and Author Dana AnspachDana Anspach is the founder and CEO of Sensible Money, LLC, and an active financial advisor and author in the Phoenix area. She and Jim share a common mission to provide objective, nuanced, and personalized retirement planning advice for their clients. And like Jim, she is committed to educating her clients. When she began working as a financial planner, she realized that there was something wrong with the way most people over the age of 50 planned for retirement—many simply didn’t understand the risks and the rules, best practices, or the difference between a fee-only advisor and a comm...2017-11-2250 min
Financial Advisor SuccessEp 029: Attracting Baby Boomers Digitally To A True Retirement Decumulation Specialty with Dana AnspachDana Anspach and her firm Sensible Money have 110 full-service baby-boomer clients, $130 million AUM, and $1.3 million in annual revenue. And they do it all virtually. In this episode, Dana talks about the structure of her firm and how she’s built it into a brand that she hopes will continue long after she’s gone. She also shares how many of her clients were formerly her readers, and talks about how her foundational client questionnaire, followed by a 3-meeting strategy and comprehensive financial plan, leads about 70% of prospects wanting to become full-on clients. Be sure to liste...2017-07-181h 42
Goldstein on GeltWhat is the Best Way to Invest an Inheritance?If you receive an inheritance, what is the best way to invest it – to pay off debt or put into savings? Follow a six-step plan for updating your portfolio to make the best use of an inheritance. When deciding on specific investments, is academic research helpful? According to Dana Anspach, CFP®, of Money Over 55, the answer is no. This is because often academics focus on a niche topic, whereas financial planners can see the complete picture. Follow Dana Anspach’s work at: http://moneyover55.about.com and on Twitter: @moneyover55. Click here to find out why your investments must be diffe...2016-12-3121 min
Money Guy ShowTop Tips to Prepare for RetirementBrian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available in your 401k. The motivation for this show is two articles that finance blogger Dana Anspach recently released about 401k’s and other retirement accounts, 7 Things I Wish People Knew About 401k Plans, and 7 to-do’s before you turn 59.2014-05-3040 min
Money Guy ShowTop Tips to Prepare for RetirementBrian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available in your 401k. The motivation for this show is two articles that finance blogger Dana Anspach recently released about 401k’s and other retirement accounts, 7 Things I Wish People Knew About 401k Plans, and 7 to-do’s before you turn 59.2014-05-3040 min
Money Guy ShowTop Tips to Prepare for RetirementBrian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available in your 401k. The motivation for this show is two articles that finance blogger Dana Anspach recently released about 401k’s and other retirement accounts, 7 Things I Wish People Knew About 401k Plans, and 7 to-do’s before you turn 59.2014-05-3040 min
Your Money: Your Choices Archives - WebTalkRadio.netYour Money: Your Choices – Don’t Hide Your Head In The Sand When Planning For RetirementThe NY TImes has reported that 75% of Americans have less than $30,000 saved in their retirement accounts. Hewitt Associates says that 4 out of 5 American workers haven’t saved enough for all of their financial needs in retirement. A recent survey from the Employee Benefit Research Institute found that only 42% of Americans have tried to calculate the amount of money that they will need to have set aside for retirement. We are hiding our heads in the sand when it comes to retirement planning. In this episode of “Your Money: Your Choices”, I interview Dana Anspach who is the the author of “Co...2013-08-0533 min