Podcast Hosts: Jimmy Dot Direct & Stan The Annuity Man
Podcast Guest: Dana Anspach, founder of Sensible Money, LLC
Dana is the author of “Control Your Retirement Destiny” edition two and “Social Security Sense” and is the founder of Sensible Money, LLC in Scottsdale, Arizona. Join us as we discuss the challenges faced by retirees as they transition from the accumulation phase to the decummulation phase and their money. We tackle questions as it relates to longevity risk, two primary mistakes made by retirees with money, and the role of guaranteed income. This is a good tutorial no matter how long you have been retired.
Dana Anspach, founder of Sensible Money, LLC, is a Certified Financial Planner™, Retirement Management Analyst TM, and a Kolbe CertifiedTM Consultant.
She has been practicing as a financial planner since 1995, writing for About.com as their MoneyOver55 Expert since 2008, and contributes to MarketWatch as one of their RetireMentors. She has also authored several books on the topics of retirement income and retirement planning.
Dana is passionate about her work and understands how scary the transition out of the workforce can be. Her firm’s planning process helps clients clear away any confusion by laying out a path showing them which accounts they will withdraw from and how the portfolio will sustain itself, while covering the withdrawals and taxes that will be incurred.
The planning process Dana uses is detailed and thorough and leaves upcoming retirees feeling as if a huge burden and concern and has been lifted from their shoulders. They are free to go out and enjoy retirement!