Dana Anspach: How to Build an All-Weather Retirement Plan

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 18 October 2022

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

A noted financial advisor shares how she helps clients manage sequence risk, high inflation, and the wild card of long-term care.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.7	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:39.4	And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
0:43.6	Our guest on the podcast today is Dana Onspach. She's the founder and CEO of the financial
0:49.0	planning firm, Sensible Money, based in Scottsdale, Arizona, and she's been practicing as a financial planner
0:55.2	since 1995.
0:57.4	Dana is also the author of the lecture series, How to Plan for the Perfect Retirement,
1:02.1	available on the Great Courses, and the author of the books, Control Your Retirement
1:06.8	Destiny and Social Security Sense.
1:09.8	She has been writing as an expert on retirement-related topics
1:13.1	since 2008, including contributions to Market Watch, U.S. News and World Report, about.com, and the
1:20.3	balance. Dana is actively involved in the industry, serving on the Strategic Retirement Advisory
1:25.9	Council for the Investments in Wealth Institute,
1:28.6	where she helps them expand the reach of the retirement management analyst RMA designation.
1:34.8	She earned her bachelor's degree from the University of Florida.
1:38.2	Dana, welcome to the Longview.
1:40.5	Great to be here. Thank you, Christine.
	...

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