Making Retirement Make Sense Podcast Por Dana Anspach CFP® RMA® CJ Miller CFP® RMA® CPWA® arte de portada

Making Retirement Make Sense

Making Retirement Make Sense

De: Dana Anspach CFP® RMA® CJ Miller CFP® RMA® CPWA®
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Making Retirement Make Sense is a retirement planning podcast helping pre-retirees and retirees make smarter, more confident financial decisions. Each episode breaks down the topics that matter most—retirement income strategies, Social Security decisions, taxes in retirement, investment risk, lifestyle planning, and legacy considerations—so you can understand your options and avoid costly mistakes. The show is hosted by Dana Anspach, CFP®, RMA®, Founder and CEO of Sensible Money and a nationally recognized retirement planning expert, published author, and educator, and CJ Miller, CFP®, RMA®, CPWA®, Partner and Executive Financial Planner at Sensible Money, recognized by InvestmentNews as one of the Best Wealth Managers & Advisors Under 40. Whether you’re planning for retirement or already living it, this channel provides clear, unbiased guidance to help you build a retirement plan that works in the real world. Subscribe and let’s make retirement make sense—together.© 2026 Sensible Money LLC Economía Exito Profesional Finanzas Personales
Episodios
  • Protecting Your Retirement from Financial Fraud

    Protecting Your Retirement from Financial Fraud
    Jan 1 2026

    Financial fraud is becoming more sophisticated, and retirees are being targeted in ways most people don’t expect. In this episode, we explain the most common scams we’re seeing today and how to reduce your risk without overcomplicating your life.

    • (00:32) -  Introduction and Overview
    • (01:01) - Shocking Statistics on Financial Fraud
    • (10:57) - Protecting Yourself: Tips and Tools
    • (31:18) - Spotting Email Scams and Phishing Tactics
    • (33:03) - Credit Freezing and Monitoring: Pros and Cons
    • (39:08) - Elder Abuse and Financial Fraud
    • (50:00) - Ponzi Schemes and Investment Scams

    Links & resources from this episode:
    • Visit our website: https://makingretirementmakesense.com
    • Wall Street Journal: https://www.wsj.com/tech/cybersecurity/disney-employee-ai-tool-hacker-cyberattack-3700c931
    • The Street: https://www.thestreet.com/retirement/got-a-letter-from-the-supreme-court-its-a-scam
    • Hive Systems: https://www.hivesystems.com/password-table
    • Retirement Income Institute: https://www.protectedincome.org/wp-content/uploads/2023/12/IN-10-Heye_v1.pdf
    • Report Fraud to FTC: https://reportfraud.ftc.gov/
    • AARP Fraud Hotline: https://www.aarp.org/money/scams-fraud/about-fraud-watch-network/


    LIKE & SUBSCRIBE for new videos every week: https://www.youtube.com/@MakingRetirementMakeSense

    Follow Making Retirement Make Sense on all social platforms:

    • Facebook: https://www.facebook.com/profile.php?id=61580093698229
    • Instagram: https://www.instagram.com/MakingRetirementMakeSense
    • LinkedIn: https://www.linkedin.com/company/MakingRetirementMakeSense
    • X: https://x.com/MRMSPodcast

    Disclosure

    This channel contains general educational information only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice.
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    1 h y 2 m
  • Rethinking Safe Withdrawal Rates

    Rethinking Safe Withdrawal Rates
    Dec 29 2025

    Curious about safe withdrawal rates in retirement? In this episode, we delve into their evolution, misconceptions, and practical applications for a financially secure retirement.

    • (00:00) - Introduction and Overview
    • (01:11) - The 4% Rule and Its Origins
    • (06:58) - Customizing Retirement Plans
    • (10:16) - Budgeting Approaches for Retirement
    • (17:30) - Sequence of Returns Risk
    • (20:58) - Exploring the Guardrails Approach
    • (26:06) - Planning for Longevity and Withdrawal Rates
    • (30:52) - Dynamic Asset Allocation and Income Ladders
    • (38:42) - Case Study: Spending Strategies in Retirement

    Links & resources from this episode:
    • Visit our website: https://makingretirementmakesense.com
    • William P. Bengen book: https://a.co/d/b1d78sr


    LIKE & SUBSCRIBE for new videos every week: https://www.youtube.com/@MakingRetirementMakeSense


    Follow Making Retirement Make Sense on all social platforms:

    • Facebook: https://www.facebook.com/profile.php?id=61580093698229
    • Instagram: https://www.instagram.com/MakingRetirementMakeSense
    • LinkedIn: https://www.linkedin.com/company/MakingRetirementMakeSense/
    • X: https://x.com/MRMSPodcast


    Disclosure

    This channel contains general educational information only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice.
    Más Menos
    42 m
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