

471. Unlocking Financial Freedom: Mastering the Art of Decumulation with Dana Anspach
Nov 9, 2023
Renowned financial planner Dana Anspach delves into decumulation, overcoming fear of running out of money in retirement, and achieving financial freedom. They discuss the challenges of de-cumulation, managing and using financial resources, spending money to create experiences, transitioning to retirement and changing asset allocations, meeting people where they are in terms of financial readiness, the Fire Movement and de-accumulation, and strategies for protecting your portfolio and generating income in retirement.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Running Out of Money in Retirement
02:53 • 21min
Exploring the Art of Decumulation in Retirement
23:38 • 2min
Spending Money to Create Experiences
25:43 • 4min
Navigating De-cumulation in Retirement
29:18 • 19min
Meeting People Where They Are in Terms of Financial Readiness
47:55 • 6min
The Fire Movement and De-Accumulation
53:34 • 5min
Protecting Your Portfolio and Generating Income in Retirement
58:41 • 2min