Dana Anspach
Everything Dana personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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Ranked by repeated personal use, excluding sponsorships.
Personal use in 1 episode
"The things that have helped me most are learning soft skills, learning working with coaches, going through development programs like Strategic Coach and I went through Stagen's integral leadership program. Those are the things that have helped me figure out how to navigate our direction with heart."
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"A lot of people say they do retirement planning, but when you look under the hood, they may be using an off-the-shelf tool, whether that be like Money Guide Pro or eMoney."
Mentioned in 1 episode
"More recently we've gone back out and looked at tools like RightCapital and Income Lab — Larry Kotlikoff's software — which I think all of them are fantastic, but in terms of the way we want to see and present the information and the way we want to use our fundedness test and the household balance sheet, they don't have that functionality."
10 recommended · 0 sponsored · 0 warned against · 0 episodes