Retire Secure!

Episode 206 - Controlling Your Retirement Destiny with CEO of Sensible Money, LLC and Author Dana Anspach

Informações:

Sinopsis

Dana Anspach is the founder and CEO of Sensible Money, LLC, and an active financial advisor and author in the Phoenix area. She and Jim share a common mission to provide objective, nuanced, and personalized retirement planning advice for their clients. And like Jim, she is committed to educating her clients. When she began working as a financial planner, she realized that there was something wrong with the way most people over the age of 50 planned for retirement—many simply didn’t understand the risks and the rules, best practices, or the difference between a fee-only advisor and a commission-based advisor. She believed that people were being improperly influenced by politics, financial products, and advertising. So, she formed her own firm to help clients make informed decisions about retirement planning and retirement spending. On this episode of The Lange Money Hour, Dana and Jim will take an in-depth look at the four biggest risks that Dana believes people face as they plan for their retirement years: