Sensible Money

Sensible Money is a professional services firm that finds financial solutions for clients by working for you.
#Financial Planning #Retirement

[Sensible Money @SensibleMoneyUS]

Claiming Social Security is one of the most important financial decisions you'll make in retirement—and the timing can have a lasting impact.

Dana Anspach, Founder & CEO of Sensible Money, was featured in Yahoo Finance sharing why it's important to understand your options before making this decision.

Read the article here: https://t.co/W1MtH287zU

#SocialSecurity #RetirementPlanning #RetirementIncome #FinancialPlanning #DanaAnspach #SensibleMoney

[Sensible Money @SensibleMoneyUS]

What happens after you retire?

Dana Anspach joined the Stacking Benjamins podcast to share ideas from her book, Living Off Your Acorns, including the four phases of retirement and why retirement planning extends far beyond building your savings.

If you're preparing for retirement—or already there—this conversation offers practical perspectives to consider.

Listen here: https://t.co/fdC2uS4THJ

#LivingOffYourAcorns #RetirementPlanning #RetirementIncome #DanaAnspach #SensibleMoney

[Sensible Money @SensibleMoneyUS]

Think your will or trust determines where all of your assets go?

In our upcoming webinar, Dana Anspach will discuss beneficiary designations, trusts, account titles, and other estate planning details that can have a significant impact on what happens to your assets.

Reserve your spot: https://t.co/MM2DCjxfjd

[Sensible Money @SensibleMoneyUS]

Dana Anspach recently joined Jean Chatzky on the HerMoney podcast to discuss the four phases of retirement — and why the Pre-Go years may be one of the most important stages to plan for.

Listen to the conversation here: https://t.co/KwG8w3qVIL

#RetirementPlanning #HerMoney #DanaAnspach #SensibleMoney

[Sensible Money @SensibleMoneyUS]

What do inflation, market volatility, health care costs, and even social connections have in common?

They can all have a meaningful impact on retirement.

Dana Anspach recently joined Christine Benz and Michael Finke at the Morningstar Investment Conference to discuss how retirees can prepare for the financial and personal challenges that often arise throughout retirement.

If you're thinking about retirement—or already there—this conversation offers valuable perspectives on building a plan designed to adapt as life changes.

Watch here: https://t.co/46iflKM6zD

#RetirementPlanning #FinancialPlanning #RetirementIncome #MorningstarInvestmentConference #DanaAnspach #SensibleMoney

[Sensible Money @SensibleMoneyUS]

Have you heard about Dana Anspach's new book, Living Off Your Acorns?

In it, Dana shares practical insights to help retirees and those nearing retirement think differently about income, spending, and creating a retirement plan that works in the real world.

If you'd like to learn more, you can find it on Amazon: https://t.co/Of4ofgBtel

[Sensible Money @SensibleMoneyUS]

Have you ever wondered whether you're spending too little in retirement?

Many retirees worry about running out of money—even when they have the resources to support the life they want to live.

In a recent Kiplinger article, Dana Anspach discusses the emotional and practical challenges of transitioning from saving to spending, and why a retirement income plan can help bring greater clarity to the process.

Read more:
https://t.co/Pi8rTxhpTh

#RetirementPlanning #RetirementIncome #FinancialPlanning #SensibleMoney

[Sensible Money @SensibleMoneyUS]

Think your will or trust determines where all of your assets go?

In our upcoming webinar, Dana Anspach will discuss beneficiary designations, trusts, account titles, and other estate planning details that can have a significant impact on what happens to your assets.

Reserve your spot: https://t.co/MM2DCjxfjd

[Sensible Money @SensibleMoneyUS]

Are all bonds created equal? Not quite.

In her latest blog post, Dana Anspach explains the differences between individual bonds and bond funds, and why understanding those differences matters in retirement.

Read the full article: https://t.co/ZYf2mqkED2

[Sensible Money @SensibleMoneyUS]

We’re proud to share that Amy Shepard, Partner at Sensible Money, has been recognized by AdvisorHub as one of the “50 Women RIAs to Watch” for 2026.”

As a partner, Amy contributes meaningfully to the leadership of our firm and the care we bring to every client relationship.

Congratulations, Amy!🎉🥂🤗

Read all about it: https://t.co/CTVdN9jvNy

@amyshepard
#SensibleMoney
#FinancialPlanning
#WealthManagement
#RIA
#WomenInFinance

[Sensible Money @SensibleMoneyUS]

Fraud and scams are becoming more sophisticated — making awareness more important than ever.

Join Dana Anspach, CFP®, RMA®, Founder & CEO of Sensible Money, for an educational webinar covering:
• Common scams targeting individuals and retirees
• Red flags that may signal fraudulent activity
• General steps to help reduce risk and protect your information

📅 Thursday, May 14, 2026
⏰ 10:00 AM – 11:30 AM PT

Reserve your spot here:
👉https://t.co/5W7gfXx1T4

#protectyourself #redflags

This webinar is for informational and educational purposes only and should not be considered investment or legal advice.

[Sensible Money @SensibleMoneyUS]

Dana Anspach, Founder and CEO of Sensible Money, will be speaking at the Morningstar Investment Conference 2026, joining other industry professionals to discuss topics shaping today’s investment landscape.

Learn more or register here: https://t.co/smZ5PiAJXA

[Sensible Money @SensibleMoneyUS]

What makes a budgeting strategy actually work—especially as life changes?

In her latest article, Dana Anspach shares how her “Trifecta Theory” has evolved over time—and why budgeting isn’t just about money, but about managing your time, energy, and priorities.

Read more here:
https://t.co/BMIowoXw4g

[Sensible Money @SensibleMoneyUS]

A new book from Dana Anspach—coming May 12th.

[Sensible Money @SensibleMoneyUS]

Fraud and scams are becoming more sophisticated — making awareness more important than ever.

Join Dana Anspach, CFP®, RMA®, Founder & CEO of Sensible Money, for an educational webinar covering:
• Common scams targeting individuals and retirees
• Red flags that may signal fraudulent activity
• General steps to help reduce risk and protect your information

📅 Thursday, May 14, 2026
⏰ 10:00 AM – 11:30 AM PT

Reserve your spot here:
👉https://t.co/5W7gfXx1T4

#protectyourself #redflags

This webinar is for informational and educational purposes only and should not be considered investment or legal advice.

[Sensible Money @SensibleMoneyUS]

🤗Free Webinar! We'll discuss the 4 Phases of Retirement and how to plan for them. It starts soon but there's still time to sign up! 📋

Join us for a free educational webinar:

Planning for the 4 Phases of Retirement
📅 March 26, 2026 | 10 AM PT

We’ll cover what to plan for in each phase:
Pre-Go, Go-Go, Slow-Go, and No-Go.

🎟️ Save your spot: https://t.co/yNw9cuma3B

[Sensible Money @SensibleMoneyUS]

Our last webinar filled up quickly — and we don’t want you to miss the next one.

Join us for a free educational webinar:

Planning for the 4 Phases of Retirement
📅 March 26, 2026 | 10 AM PT

We’ll cover what to plan for in each phase:
Pre-Go, Go-Go, Slow-Go, and No-Go.

🎟️ Save your spot: https://t.co/yNw9cuma3B

[Sensible Money @SensibleMoneyUS]

Do you really need a trust?

It’s one of the most common estate planning questions — along with:
• Is a will enough?
• What does a power of attorney actually cover?
• What happens if something unexpected occurs?

In her latest post, Dana walks through the practical considerations behind trusts, common pitfalls, and why planning for incapacity is often overlooked.

Read more here:
👉 https://t.co/dPQ7LqWGaF

Remember to sign up for this week's webinar if you haven't already!: https://t.co/iPWoZOOZQu

This content is for informational and educational purposes only and is not intended as legal or investment advice.

[Sensible Money @SensibleMoneyUS]

🏦 Having trouble understanding the rules for Traditional vs. Roth IRAs. This article gives insight on that, plus income and contribution limits. Learn how to leverage tax benefits and grow your nest egg efficiently.

Don't miss the essential 4% withdrawal rule guide to help secure your financial future! #RetirementPlanning #FinancialFreedom

https://t.co/HqPmMeehNw

[Sensible Money @SensibleMoneyUS]

Don't let a 'his vs. hers' mindset hinder your progress. Embrace a joint approach to retirement planning for better results!

Dana Anspach, Founder and CEO of Sensible Money, emphasizes the importance of planning as a team for a happier retirement. Her insights highlight the pitfalls of separate financial accounts and mental accounting. Couples can optimize their retirement strategy by considering all household wealth together.

Check out this article with contributions from Sensible Money's Founder and CEO, Dana Anspach.
https://t.co/maKTYxpJHo

Don't forget to sign up for our next webinar - "Planning for the 4 Phases of Retirement"
https://t.co/6Ic0k7Pbdl