Too much income for a Roth IRA? The Backdoor Roth may be your answer—if you know the rules. Avoid IRS pitfalls with this step-by-step guide featuring Sensible Money’s Amy Shepard. 🔗 #BackdoorRoth #RetirementPlanning #TaxTips #RothIRA #PersonalFinance.

What happens when you inherit assets from a parent? Learn how probate, IRA rules, and titling impact what you receive—and when. Read the blog: #EstatePlanning #IRABeneficiaries #RetirementIncome

How do you talk to aging parents about money—without overstepping?. Dana Anspach of Sensible Money shares how to start the conversation, spot signs of fraud, and plan ahead for peace of mind. 📖 #AgingParents #FinancialPlanning #ElderCare.

💸 Think $1 million means you're ready to retire? You may want to reconsider. In a recent feature by GOBankingRates, Dana Anspach, Founder and CEO of Sensible Money, shares expert insight on why mortgage terms, early retirement, and lifestyle choices could derail your plans —.

Worried about Social Security disappearing? You're not alone. Amy Shepard, CFP®, explains: .✔️ What’s really happening .✔️ Reforms likely in 2025 .✔️ Smart planning strategies . 📖 Read: .#RetirementPlanning #SocialSecurityReform

Think retirement is a single phase? .The Go-Go Years are just the beginning—and they’re not what everyone expects. Here’s how to plan for joy and reality 👉. #RetirementPlanning #GoGoYears #LifeTransitions

🎧 Tune In Alert! .Did you get a chance to listen to this episode of the Stacking Benjamins podcast featuring our very own Dana Anspach from Sensible Money! 🎙️ Dana, alongside two other retirement planning experts, delves deep into deaccumulation strategies and how to efficiently

When does retirement planning start? 🤔. In her latest blog, Dana Anspach explores the “Pre-Go years”—a phase that’s about more than just savings. It's when people start to seriously consider the transition to retirement. 🔗 #PreGoYears

“After 18 years advising on Social Security, my strategy still changed.” — Dana Anspach, Sensible Money. Marriage + spousal benefits = a new claiming date. A must-read for anyone nearing retirement. 🔗 #SocialSecurity #RetirementPlanning #PersonalFinance.

🚨The Reality About Social Security’s Future: What You Need to Know. Most Likely: Payroll taxes may still fund 75-80% of benefits + reforms might restore full funding (like 1983) breaks down what's probable to come & how to prepare. WATCH NOW 👇.

Did you know you can claim a survivor benefit and let your own Social Security grow?. Dana Anspach of Sensible Money shares how in this @NTD article on smart retirement strategies:.🔗 #SocialSecurity #RetirementTips #FinancialPlanning

🔴 RETIREMENT RISK ALERT: S&P 500's top 10 stocks = 35% of the index (nearly DOUBLE historic average!).This threatens YOUR retirement. @OscarVives reveals the danger + protection strategies in 15 minutes. #RetirementPlanning #SP500 #RetirementRisk #401k.

In a recent Yahoo Finance feature, Sensible Money's Founder and CEO Dana Anspach weighs in on a critical retirement dilemma — should you pay off your mortgage before leaving the workforce?. Her insight? 📈 "It may not make sense to pay off your mortgage if your potential

🎙️ New Podcast Alert!.We’re thrilled to share that Dana Anspach, Founder & CEO of Sensible Money, is featured on the latest episode of the Inspired Money podcast with Andy Wang!. 💡 Episode Title:.“Retirement Income Strategies – Maximizing Returns for Peace of Mind”. Dana dives

Juneteenth! 🎉.On June 19, 1865, Union soldiers arrived in Galveston, Texas, to announce the end of the Civil War and the freedom of all enslaved people, marking a pivotal moment in the fight for equality. As we honor this day, let's reflect on the importance of equality and

🏆 We’re honored to be named one of USA Today's Best Financial Advisory Firms for 2025!.Proud of the work we do, the clients we serve, and the incredible team behind it all. Here's to continuing to lead with integrity, expertise, and heart. 💼💙.

We're Proud to Share: Dana Anspach, founder and CEO of Sensible Money, has been named to the Top 57 Personal Finance Podcasts and YouTube Channels.