Dana Anspach
Retirement planning expert and founder of Sensible Money, specializing in helping people transition into retirement. She focuses on decumulation strategies and financial planning.
Top 5 podcasts with Dana Anspach
Ranked by the Snipd community
11 snips
Jun 20, 2025 • 1h 30min
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!
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.
Aug 18, 2023 • 1h 16min
Bridging the Gap Between Academic Research and Industry Expertise Where Do You Get Your Advice? (SB 1397)
Michael Kitces, Dana Anspach, and in-house CFP OG discuss where to find true financial advice. They explore the positives and negatives of financial Facebook groups, webinars, and masterclasses. The panel emphasizes the importance of psychology in financial planning and creating a personal financial "board of directors." They also touch on the consequences of bad financial advice and the success of Michael Jordan's endorsement deals.
