Planning for the 4 Phases of Retirement

👉 SIGNUP for our next webinar: https://www.sensiblemoney.com/signup/ In this webinar, Dana Anspach of Sensible Money introduces a framework from her book Living Off Your Acorns, dividing retirement into four stages: Pre-go (planning), Go-Go (active), Slow-Go (slowing down), and No-Go (late life). She explains that retirement requires evolving financial and emotional strategies rather than a static 30-year plan. Chapters 00:00 Webinar Welcome and Setup 03:00 Four Phases Framework and Pre-Go Planning 32:38 Go-Go Phase Identity and Spending Shifts 38:06 Retirement Success Metrics 43:50 Spending Volatility Reality 01:00:28 Slow-Go Risks and Planning 01:16:38 Accepting Help and Safeguards 01:21:15 No-Go Planning and Tax Moves 01:26:13 Live Q&A and Wrap-Up Key takeaways include: Building a "moat" of safe assets to mitigate sequence-of-returns risk during the "retirement red zone" Managing identity shifts when leaving the workforce, and navigating age-specific rules for Social Security, Medicare, and taxes to ensure long-term security. Links & resources from this episode: Visit our website: https://makingretirementmakesense.com Vist Sensible Money: https://sensiblemoney.com/ Find the full audio show wherever you get your podcasts: Apple — https://podcasts.apple.com/us/podcast... Spotify — https://open.spotify.com/show/2eOvIUM... LIKE & SUBSCRIBE for new videos every week:    / @makingretirementmakesense   Follow Making Retirement Make Sense on all social platforms: Facebook: https://www.facebook.com/profile.php?... LinkedIn:   / makingretirementmakesense   X: https://x.com/MRMSPodcast Disclosure This channel contains general educational information only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice.