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Dana Anspach: Juicing Your Retirement Plan (TAM Classic)

Stan Haithcock
June 18, 2024
Dana Anspach: Juicing Your Retirement Plan (TAM Classic)

In this episode, The Annuity Man and Dana Anspach discuss:

  • Juicing your retirement money
  • How can you know if you’re “retirement-ready”
  • What are some things you have to consider when setting up your retirement plan
  • The four percent rule

‌Key Takeaways:

  • Don’t underestimate what more you can juice from your retirement plan. You might very well end up with hundreds of thousands of dollars by the end of it.
  • You need to know what the risk factors are in the decumulation phase.
  • Calculating the bigger picture of your retirement will help you make decisions that increase your probability of success and have peace of mind in the future.
  • Reality is that you can’t spend just a solid percentage in your retirement fund, there are circumstances that would have to be accounted for - like needing to buy a car, or having a health issue in the family.

"People are so focused on accumulating assets, which is relatively easy compared to the math you have to solve when you start drawing money out.” — Dana Anspach  

Connect with Dana Anspach:

Website: Control Your Retirement Destiny - Sensible Money

Home - Sensible Money



Twitter: Sensible Money (@SensibleMoneyUS) on X

Dana Anspach (@moneyover55) on X


Fun With Annuities Podcast is hosted by America’s Annuity Agent®, Stan Haithcock, The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle.

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