Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guest: Dana Anspach
Dana Anspach has been practicing as a financial advisor since 1995 and is the Founder and CEO of Sensible Money, LLC, a registered investment advisory firm. For eight years Dana wrote online as About.com’s MoneyOver55 Expert, which has now evolved into TheBalance.com where she writes as their expert on Retirement Decisions. Dana is the author of Control Your Retirement Destiny: Achieving Financial Security Before the Big Transition, and Social Security Sense: A Guide to Claiming Benefits for those Age 60-70. She also contributes to Market Watch as one of their Retire Mentors. Dana is a Certified Financial Planner(TM), Kolbe Certified Consultant(TM), member of NAPFA (National Association of Personal Financial Advisors), FPA (Financial Planning Association), and RIIA (Retirement Income Industry Association).
The Lange Money Hour episodes with this guest:
Episode 206, November 27, 2017
Controlling Your Retirement Destiny with CEO of Sensible Money, LLC and Author Dana Anspach
Listen to MP3
Retire Secure!A Guide to Getting the Most out of What You’ve Got
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James Lange, CPA
Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.