
Imagine a lifetime spent diligently saving your acorns, only to face a mental roadblock when it's time to enjoy them. Dana Anspach, CFP®, RMA®, and author of "Living Off Your Acorns," shares how this common challenge impacts retirees and introduces the critical "pre-go" phase. This episode offers a fresh perspective on retirement planning, emphasizing conscious consumption of retirement funds. Key Takeaways: Identify and plan for the crucial "pre-go" phase of retirement, which involves significant financial and identity shifts Overcome the "super saver" mentality to give yourself permission to enjoy retirement spending and experiences Understand that retirement is not a single phase but multiple stages, each with unique challenges and opportunities Recognize the emotional and psychological hurdles of transitioning from saving to spending retirement funds Explore how to find purpose and joy beyond work through hobbies, travel, and charitable giving Resources Mentioned: Dana's new book: "Living Off Your Acorns: Your Guide To The Four Phases of Retirement" "Control Your Retirement Destiny" by Dana Anspach "Die with Zero" by Bill Perkins "The Prosperous Retirement: A Guide to the New Reality" by Michael Stein Your 12 Good Years article by Dan Hewlett Connect With Dana Anspach: Website: https://www.sensiblemoney.com YouTube: https://www.youtube.com/@makingretirementmakesense Connect with Benjamin Brandt: Subscribe to the This Week in Retirement: http://thisweekinretirement.com Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com Work with Benjamin: https://retirementstartstoday.com/start Get Benjamin's book!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement Follow Retirement Starts Today in:Apple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

The Best Strategies for Boosting Starting Withdrawal Rates in Retirement

How 2 Couples Cut Housing Costs To Speed Up Their Path To Early Retirement

The "24-Hour Rule" That Keeps Retirees From Blowing Their Savings

Sorry, Your Kids Don't Want Your Stuff
Free AI-powered recaps of Retirement Starts Today and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.