Ep 509: Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM with Dana Anspach

Standing out as a true retirement expert: today's guest shares how she systemized her service by leaning into decumulation planning and running multiple tests on client plans to give them greater confidence that they will meet their retirement goals. 

Dana Anspach is the founder of Sensible Money, an RIA based in Scottsdale, Arizona, that oversees $850 million in assets under management for 330 client households. In this episode, you'll hear how Dana uses historical return sequences to stress test portfolios against real-world market conditions. She also talks about how she identifies opportunities to lock in gains and applies an asset-liability matching approach to create enough cash flow to help clients weather market downturns.