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Crucial Steps for the “Pre-Go” Years Before Retirement

Workers spend years squirreling away money that they eventually hope to live off of in retirement. What should they be doing as the big day approaches?

Crucial Steps for the “Pre-Go” Years Before Retirement

Published September 8, 2026 · Category: Finance

Overview

In this episode of Motley Fool Hidden Gems Investing, Motley Fool retirement expert Robert Brokamp discusses potential strategies with Dana Anspach, who has been a financial planner since 1995 and is the CEO and founder of Sensible Money, a fee-only planning firm in Arizona. She is also the author of three books, including her latest: Living Off Your Acorns: Your Guide to the Four Phases of Retirement. They discuss:

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Details

A full transcript is below.

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Source

Originally published at www.fool.com.

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