undefined

Dana Anspach

Founder and CEO of Sensible Money, a fee-only financial planning firm focused on decumulation; author and educator on retirement planning and Social Security strategies.

Top 5 podcasts with Dana Anspach

Ranked by the Snipd community
undefined
17 snips
Jun 20, 2025 • 1h 27min

Carving Out a Robust Retirement Spending Plan (SB1698)

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!
undefined
15 snips
Oct 5, 2025 • 1h 22min

How To Build Your Own Paycheck: From Saver to Spender | Fritz Gilbert & Dana Anspach | 171

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.
undefined
6 snips
Sep 23, 2025 • 59min

Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’

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.
undefined
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!
undefined
Mar 21, 2025 • 1h 2min

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!

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app