As the founder and CEO of Sensible Money, LLC, Dana blends research, real-life experiences, and a clear, relatable style to lead her team and the firm’s clients through the complex and ever-changing world of retirement income planning.
She is a nationally recognized expert in the field and author of Living Off Your Acorns, Control Your Retirement Destiny, and the Great Courses program How to Plan for the Perfect Retirement. Her work has appeared in MarketWatch, U.S. News & World Report, and The Balance, and she has been named to the Investopedia 100 Top Financial Advisor list three times for her contributions to financial education.
“Don’t ask yourself what the world needs; ask yourself what makes you come alive. And then go and do that. Because what the world needs is people who have come alive.”— Howard Thurman
Her career began as a financial planner in 1995. Several years later, she began working with people near retirement and realized that a different type of planning was needed to align one’s finances for a transition out of the workforce. She founded Sensible Money in 2011 with that goal in mind.
Sensible Money financial planners use a planning process designed around the principles and concepts learned in the Retirement Management Advisor® coursework. Dana expands on this content in her books, courses, videos, and podcasts to help retirees nationwide navigate retirement with greater confidence and clarity.
Through her firm, books, and decades of client work, she continues to elevate the profession of retirement income planning and empower people to navigate the transition to retirement and enjoy the many years that follow.
