Dana Anspach answers the common retirement question: What are my sources of income and what financial assets would I draw on first during retirement?
Benefits of Taxable Retirement Accounts
Amy Shepard reviews 5 benefits of taxable retirement accounts.
Retirement Heaven or Hell – 9 principles of a success
Mike Drak is a 38-year veteran of the financial services industry. He’s the author of “Retirement Heaven or Hell,” published in 2021, as well as, “Victory Lap Retirement.” Mike works with his wife, an investment advisor, to help clients design a fulfilling retirement. In this show, Mike discusses the 9 principles of a successful retirement.
The Role of Real Estate in Retirement Planning
Chuck Robinson, from Sensible Money, discusses the role of Real Estate in Retirement Planning.
Financial and Retirement Planning for Women
Mr. Retirement hosts a panel discussion on financial and retirement planning for women: featuring Dana Anspach, Nancy Fellinger and Kathy Mealey from Sensible Money.
How to Set Up Your Retirement Paycheck
Amy Shepard, CFP with Sensible Money, discusses budgeting and managing your money during retirement.
3 Phases of Retirement
Bob Powell, aka Mr. Retirement, is joined by Dana Anspach CFP®, RMA®, Kolbe Certified™ Consultant, founder and CEO of Sensible Money to discuss the 3 phases of retirement – how we spend our time and how we spend our money in retirement.
Women, Divorce and Retirement
A broken divorce system puts women’s retirement at risk. Financial experts Bonnie Sewell and Michelle Petrowski explain the risks and the solutions.
Ask The Hammer: What Is A Restricted Application and How Can I Build That Into My Retirement Plan?
Jeffrey Levine of Buckingham Wealth Partners explains how Social Security’s restricted application works and how to incorporate that strategy into a retirement plan.
Secure Act 2.0 and Your Retirement
Lisa Featherngill, CPA/PFS National Director of Wealth Planning for Comerica Bank discusses the new Secure Act 2.0 bill before Congress and how it may effect you.