Dana Anspach
CFP and author, known for her expertise in retirement planning and financial motivation.
Top 3 podcasts with Dana Anspach
Ranked by the Snipd community
6 snips
Apr 26, 2024 • 1h 20min
Accomplish More With a Few Benjamin-Stacking Time Hacks (SB 1508)
Guests Rob Berger, Dana Anspach, and Paula Pant share productivity hacks to take control of your life. Topics include combating phone addiction, setting boundaries, Leo Babauta's advice, and health tips from MetPro's Angelo Poli. Doug adds baseball trivia fun to the mix!
Mar 21, 2025 • 1h 5min
How Pros Build Motivation Into an Effective Financial Plan (SB1659)
Jesse Kramer, host of the Personal Finance for Long-Term Investors podcast, and Dana Anspach, a CFP and retirement planning expert, dive deep into the art of financial motivation. They explore why many struggle with financial planning and how goal-setting psychology influences our habits. Dana shares insights on how tracking retirement balances can drive savings, while they discuss the need for financial advisors to take on more active roles, akin to sports coaches. Plus, a fun trivia segment about junk fees adds a playful twist!
Nov 9, 2023 • 60min
471. Unlocking Financial Freedom: Mastering the Art of Decumulation with Dana Anspach
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.
