Welcome everyone! Welcome to the 509th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Dana Anspach. Dana is the founder of Sensible Money, an RIA based in Scottsdale, Arizona, that oversees $850 million in assets under management for 330 client households. What’s unique about Dana, though, is how she has […]
Michael Kitces
Check these off your list before your career wraps up.
A “Trump bump” and the AI revolution should lead to considerably larger Social Security checks in 2027.
Client referrals have long been a cornerstone of organic new client growth because they tap into a resource every established advisor already has: an existing client base. But before getting into specific referral strategies, there is a prerequisite to receiving any referrals at all: clients need to feel that the advisor provides enough value to […]
Michael Kitces
Reaching the very top of the credit scale takes decades of near-flawless habits, and most people get the same perks without ever getting there.
I have a plan to avoid long-term financial stress.
Under the right circumstances, next year's boost could go pretty far.
Rushing into things is a mistake you might regret.
A record number of people have become millionaires by contributing to an IRA. Here's how.
Nearly annual COLAs can help retirees keep up with inflation, but they're often not enough.
One of the most challenging decisions to make as you near retirement is when to claim Social Security benefits. Here are five reasons 65 might be the sweet spot.
A projected well-above-average Social Security raise in 2027 should lead to some unique situations for beneficiaries.
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Rick Kahler
