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Retirement Management Advisor Designation
1 creator use or recommend it
▲ 1 active in the last 90 days
1 use
Last discussed Sep 29, 2026
A professional designation (RMA) focused on retirement income planning, covering frameworks including fundedness ratios and household balance sheets for decumulation planning.
Recently discussed in
Ep 509: Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To ...
Dana Anspach · Sep 29, 2026
What creators say
DA
Dana Anspach
Uses it
“The fundedness ratio I built coming out of the Retirement Management Advisor designation. It doesn't follow their formula exactly, but it follows the same principles. And an additional tool that comes out of the Retirement Management Advisor designation — something called the household balance sheet — they don't have that functionality in the off-the-shelf tools.”
How Dana uses it Hide
- Uses it for
- Source of foundational frameworks (fundedness ratio, household balance sheet) used in Sensible Money's retirement planning process
- Likes
- Provides present-value-based retirement readiness frameworks not found in mainstream planning software
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