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Ready to Retire? Here’s the Missing Piece

Don’t leave your retirement lifestyle up to chance. Download this free guide and take the first step toward a retirement income plan that works for you!

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Retirement Income Planning

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— Don W.

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What You'll Discover Inside

Income Needs a Timeline

Map out when each source of income starts and stops — it’s the foundation of a solid retirement plan.

Expenses Will Ebb and Flow

Your spending won’t stay the same in retirement — plan for early splurges, mid-retirement slowdowns, and late-life care.

Taxes Don’t Retire With You

Smart tax planning stretches your savings further

Strategy Beats Simplicity

A retirement income plan is more than a number — it’s a coordinated strategy across time.

Having a target retirement savings number—like $1 million or $4 million—is a great start. But that number alone won’t tell you how long your money will last. That’s where a retirement income plan comes in.

Unlike a snapshot of your finances, a retirement income plan is like a movie, telling the story of how your cash flow changes over time. It ensures your income aligns with your expenses as you transition from the workforce into retirement.

In this guide, you’ll discover the five essential steps to create a plan that covers all the bases. From building an income timeline to stress-testing your assumptions, you’ll learn how to craft a roadmap that gives you clarity and confidence about your financial future.

Don’t leave your retirement lifestyle up to chance. Download this free guide and take the first step toward a retirement income plan that works for you!

Dana Anspach

About the author

Dana Anspach , CFP®, RMA®, Kolbe Certified™ Consultant

Founder & CEO

Dana Anspach is the founder and CEO of Sensible Money, LLC. She is a nationally recognized expert in the field of retirement income planning and author of Living Off Your Acorns, Control Your Retirement Destiny, and the Great Courses program How to Plan for the Perfect Retirement.

Award-Winning Financial Expertise

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Don't Leave Your Retirement to Chance

Get our expert guide today and take the first step toward a secure financial future.

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