Crucial Steps for the “Pre-Go” Years Before Retirement

We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies with Dana Anspach, who has been a financial planner since 1995 and is the CEO and founder of Sensible Money, a fee-only planning firm in Arizona. She is also the author of three books, including her latest: “Living Off Your Acorns: Your Guide to the Four Phases of Retirement.”

Topics covered:

-How to systematically de-risk your portfolio as you get closer to retirement
-Deciding when to retire, and planning for the possibility that it may be sooner than you prefer
-Strategies for lowering your tax bill over the course of retirement
-The benefits of categorizing the often-complex decisions about retirement as green, yellow, and red
-The “arrival fallacy” and steps to take to ensure your retirement is as fulfilling as possible

Host: Robert Brokamp, CFP®, EA
Guest: Dana Anspach, CFP®, RMA®
Engineer: Kristi Waterworth

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠

Learn more about your ad choices. Visit megaphone.fm/adchoices