Sensible Money

07/23/2026

We're starting soon!

There's still time to register for today's free educational webinar:

Estate Planning Details Most People Miss

Join Dana Anspach as she discusses estate planning topics that can play an important role in how your assets are transferred and why reviewing these details matters.

📅 Today | 10:00–11:30 AM PT

Save your spot: https://buff.ly/oiuswnn

07/14/2026

An estate plan is more than a will.

Some of the most important estate planning decisions happen outside of your will—including how your accounts are titled, who you've named as beneficiaries, and whether your trust is properly funded.

In this free educational webinar, Dana Anspach, Founder & CEO of Sensible Money, will walk through common estate planning details that many people overlook.

📅 Thursday, July 23
🕙 10:00–11:30 AM PT

Reserve your spot: https://buff.ly/oiuswnn

07/10/2026

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://buff.ly/oiuswnn

07/08/2026

We're honored to be recognized by USA TODAY and Statista as one of the 2026 Best Financial Advisory Firms.

Thank you to our clients for the trust you place in us and to our team for their continued dedication to serving others. 🎉🎊

Learn more about the recognition: https://buff.ly/b9nh3rp

**Sensible Money was recognized on USA TODAY's Best Financial Advisory Firms list (2026). Rankings are based on recommendations from clients, peers, and industry experts, along with assets under management growth, using criteria established by USA TODAY and Statista. No compensation was paid to be considered. Third-party rankings are not indicative of future investment performance or client experience. Please see the publisher's website for the full methodology and details.

07/03/2026

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://buff.ly/U5qb19s

07/01/2026

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://buff.ly/DmJuzIi

06/26/2026

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://buff.ly/bZjJE6l

What if the most important phase of retirement is the one nobody talks about? This week, Jean sits down with Dana Anspach, CFP, to walk through the four phases of retirement outlined in her new book, Living Off Your Acorns: Your Guide to the Four Phases of Retirement, including the phase she argues....

06/24/2026

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://buff.ly/puiW5AX

06/22/2026

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://buff.ly/skA5vF5