Dana Anspach

Dana Anspach, a CFP and founder of Sensible Money, and Fritz Gilbert, creator of The Retirement Manifesto, delve into the nuances of transitioning from saving to spending in retirement. They explore the intricacies of drawdown strategies and emphasize that success hinges on a hundred small financial decisions. Key discussions include managing taxes, understanding social security's impact, and avoiding common pitfalls that lead to underspending. Their big takeaway? Document your plan, automate cash flow, and enjoy life’s ‘go-go’ years.

Join financial mavens Karsten Jeske, Dana Anspach, and Frank Vasquez as they explore the art of spending in retirement. Karsten, the Early Retirement Now expert, shares insights on withdrawal rates, while Dana discusses decumulation strategies to ease the transition to retirement. Frank dives into innovative portfolio strategies, emphasizing risk parity. They tackle the emotional hurdles of withdrawals, the role of annuities, and how to navigate unexpected expenses. Whether you’re retiring soon or well into your golden years, their advice is invaluable!

In this engaging discussion, Dana Anspach, founder of Sensible Money, and Fritz Gilbert, creator of The Retirement Manifesto, share insights on joyful retirement. They explore the concept of phased retirement, with Dana revealing how a long nature trip transformed her outlook. Fritz dives into his pre-retirement preparations, emphasizing the importance of mini-retirements. They also discuss tactical financial strategies, including how to encourage meaningful spending and the role of annuities in retirement income.

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!

Dana Anspach, Founder and CEO of Sensible Money, shares her insights on retirement planning and decumulation strategies. She dives into the impact of sequence risk on retirement savings and how to adapt plans amid rising inflation. Dana discusses the concept of varying spending patterns in retirement and the importance of budgeting for unexpected expenses. She also highlights the benefits of delaying Social Security benefits and using individual bonds for stability. Additionally, she addresses the unique needs of women investors in financial planning.