Jeff Sanger, RICP®
Jeff Sanger, RICP® founded the Retirement Money Experts and serves as the firm’s president and CEO with the goal of helping individuals plan for a secure and comfortable retirement. “Having been in this business for almost two decades, I still see too many people nearing retirement age who are unprepared and unsure of how to make their savings last throughout their golden years. Our firm helps provide real retirement solutions to guide those who want to retire with peace of mind,” he says.
Prior to starting the Retirement Money Experts, Jeff spent time in various positions. “In my previous roles, I gained valuable experience in sales management, leadership, and coaching to two Division 1 championships. As a sales manager, I successfully led a team to exceed sales goals and increase revenue. Additionally, I have experience in management roles where I was responsible for overseeing day-to-day operations and ensuring team success. I have also worked as a mentor and coach for other advisors, helping them develop their skills and reach their professional goals. Through these experiences, I have developed a strong understanding of effective leadership and management strategies,” Jeff says.
Based in Wisconsin, Jeff can help individuals, families and business owners in any state. He chose to become designated as an RICP® (Retirement Income Certified Professional®) rather than a CFP® (Certified Financial Planner™) because he says “only around 25% of CFPs focus on retirement income planning,” an issue he is very passionate about.
“We specialize in pre-retirement and retirement. In terms of long-term goals, people generally are saving money for one reason and that reason is retirement. So, it only makes sense to allocate our hard-won savings dollars today to get the highest income streams later in retirement. In order to do that, you need to understand how retirement income streams work. We work from the back forward, and our strategy has the academic backing of one of the leading retirement academics in the financial world, Dr. Wade Pfau,” Jeff says. “Our work is verifiable.”
“I believe it is crucial to recognize the two economic powers that drive the world: investments and actuarial science. While investments can generate wealth and provide financial stability, only actuarial science can ensure a guaranteed income stream in retirement through the law of large numbers. By setting oneself up properly in pre-retirement by understanding and utilizing actuarial science principles, individuals can create their own pension fund and secure a stable income for their future. I believe it is essential to educate oneself on these economic powers and how they can work together to achieve financial security and peace of mind in retirement.”
Noah’s Challenge Overcome!
My heart shattered when my son was diagnosed with leukemia just before his 5th birthday. The thought of him having to endure three and a half years of grueling chemotherapy treatments was almost unbearable. Watching him lose his hair, energy, and innocence was the hardest thing I’ve ever had to experience. But through it all, my son remained strong and resilient, facing each treatment with bravery and a smile on his face. And now, four years later, I am overjoyed to say that Noah is cancer-free. His strength and courage have inspired me in ways I never thought possible, and I am so grateful for every moment we get to spend together as a family, cherishing each day and counting our blessings.
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Jeff was born and raised in Madison, Wisconsin and he still lives there. He received his bachelor’s degree in economics from Colorado College. In addition to the Retirement Money Experts, Jeff also founded a firm called Wealth Building Cornerstones, which expands his message and helps financial advisors around the country better understand and utilize sound retirement planning principles. Financial advisors can learn more here.
In his free time, Jeff enjoys anything sports related, including golf, hockey, tennis and basketball. He attends Blackhawk Church and volunteers to help out with fundraising events for LLS—the Leukemia Lymphoma Society.
Jeff is now very happily engaged to his fiancé, Alisa, who has a daughter, Tessa, 18, and a son Levi who is 8. The combined family also includes Jeff’s sons, Noah, who is now 12 and Charlie, who is 9. They all enjoy spending time at the family cottage in Wautoma, Wisconsin.
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Utilizing the Two Economic Powers® Strategy
We are extremely honored to be affiliated with Dr. Wade Pfau, PhD, CFA®, RICP®. Dr. Pfau is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the American College Center for Retirement Income, and RICP® program director at The American College of Financial Services. Our firm, the Retirement Money Experts was founded by Jeff Sanger, RICP®, who serves as President and CEO. He follows the actuarial science and mathematical models laid out in the Two Economic Powers® Strategy when developing custom retirement plans for our clients.
Retirement Income Expert
Retirement Resources
Educational Papers and Videos for You
As licensed financial advisors focused on retirement, we bring you an array of educational videos and whitepapers you can use to learn more about why we developed and recommend the Two Economic Powers® Strategy versus the traditional accumulation model that we call the One Economic Power™. We also have a wide range of animated videos and whitepapers to help you understand the often-complex concepts behind the financial services industry. Our goal is that you understand your custom plan, and the “why” behind what we do.
