If you're within ten years of retirement (early or traditional age) or just want to get a head start on going from being a saver to a spender, this episode is for you. Decumulation without dramaโthat's the mission as retirement pros Dana Anspach (Sensible Money) and Fritz Gilbert (The Retirement Manifesto) join the show to turn "build-your-own paycheck" into a repeatable process. Dana lays out why drawdown is a hundred small decisions, not one big leap; and Fritz brings in the field notes. Together they demystify:
- Tax Pitfalls
- Timing Social Security
- Asset Allocation and Location
- Why Most Retirees Underspend
The big takeaway: document the plan, automate the paycheck, and give yourself permission to enjoy the "go-go" yearsโbecause money's job is to fund a life, not gather dust.
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๐The Retirement Manifesto
๐ Keys to a Successful Retirement
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๐ Dana's breakdown of OBBBA
๐ Retirement Red Zone: Rethinking Your Investment Strategy
โฐ 'Catching Up to FI' Episodes
Hard & Soft Sides of Retirement | Fritz Gilbert | 019
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โ ๏ธDisclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
