Back to ACE Academy 2022 - Nashville

Dana Anspach, CFP®, RMA®

Founder and Chief Executive Officer, Sensible Money, LLC

How to Use Asset-Liability Matching to Build a Safe Runway into Retirement

How do you make sure a client’s portfolio can deliver reliable paychecks as they transition into retirement? In this presentation, you’ll learn why asset–liability matching has been used by pension plans for years, and how they match investments to the point when they need to be consumed. Learn why clients love this approach, and how to apply it to your portfolios.


Dana Anspach is the founder and chief executive officer of Sensible Money, LLC, a fee-only registered investment advisory firm specializing in retirement income planning. She is the author of How to Plan for the Perfect Retirement, a lecture series available on The Great Courses, and the author of the book Control Your Retirement Destiny. She has been practicing since 1995 and holds her Certified Financial Planner® and Retirement Management Advisor® designations. Anspach has also been recognized twice by Investopedia as one of the country's Top 100 Financial Advisors for her contributions to financial literacy.