On this episode of The Financial Revamp Podcast, Michelle dives into the basics of investing in a two-part series titled Investing 101. She covers essential topics such as stocks, bonds, mutual funds, and ETFs, providing listeners with a foundational understanding of these investment vehicles.

The conversation emphasizes the importance of diversification and offers insights into how each investment type functions within a portfolio. Michelle shares her personal experiences and explains complex concepts in an accessible manner, making it easier for listeners to grasp the fundamentals of investing.

Click here or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!

Follow us on Facebook!

 

On this episode of The Financial Revamp Podcast, Michelle dives into the basics of investing in a two-part series titled Investing 101. She covers essential topics such as stocks, bonds, mutual funds, and ETFs, providing listeners with a foundational understanding of these investment vehicles.
The conversation emphasizes the importance of diversification and offers insights into how each investment type functions within a portfolio. Michelle shares her personal experiences and explains complex concepts in an accessible manner, making it easier for listeners to grasp the fundamentals of investing.
Click&nbsp;<a href="advisemenow.com">here</a> or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!
Follow us on <a href="https://www.facebook.com/modernwealthmanagement">Facebook</a>!
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Tired of the same, worn-out retirement advice? Need a new perspective on the financial issues on your mind? Don’t listen to the usual noise – tune in to The Financial Revamp.

Hosted by Michelle Anthony, founder and owner of Modern Wealth Management, The Financial Revamp takes a deep dive into the financial developments of the day and gets you the analysis you need to revamp your retirement. Whether you’re at the beginning of your retirement journey and need a kickstart or if you need that final boost to get you across the finish line, The Financial Revamp has got the juice. Listen and subscribe today!

Tired of the same, worn-out retirement advice? Need a new perspective on the financial issues on your mind? Don&rsquo;t listen to the usual noise &ndash; tune in to The Financial Revamp.
Hosted by Michelle Anthony, founder and owner of Modern Wealth Management, The Financial Revamp takes a deep dive into the financial developments of the day and gets you the analysis you need to revamp your retirement. Whether you&rsquo;re at the beginning of your retirement journey and need a kickstart or if you need that final boost to get you across the finish line, The Financial Revamp has got the juice. Listen and subscribe today!

The Financial Revamp

Investing 101 Part 1

Tax season hits retirees differently—and a few quiet rule changes could reshape the outcome. In this episode of The Financial Revamp, Michelle Anthony breaks down what’s new for the 2025 tax year, including higher standard deductions, a new senior bonus deduction, and when itemizing still makes sense. The conversation goes beyond filing returns to look at how tax decisions connect to retirement income, Medicare costs, and Social Security timing. Michelle also explains the Social Security earnings test, why it catches working retirees off guard, and how claiming benefits too early can shrink income long-term.

Click here or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!

Follow us on Facebook!

Tax season hits retirees differently&mdash;and a few quiet rule changes could reshape the outcome. In this episode of The Financial Revamp, Michelle Anthony breaks down what&rsquo;s new for the 2025 tax year, including higher standard deductions, a new senior bonus deduction, and when itemizing still makes sense. The conversation goes beyond filing returns to look at how tax decisions connect to retirement income, Medicare costs, and Social Security timing. Michelle also explains the Social Security earnings test, why it catches working retirees off guard, and how claiming benefits too early can shrink income long-term.
Click <a href="advisemenow.com">here</a> or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!
Follow us on <a href="https://www.facebook.com/modernwealthmanagement">Facebook</a>!

Standard Deduction or Itemize? The Retirement Tax Fork in the Road

When everyday bills start colliding with retirement plans, where do you turn without risking your future? Kacey sits down with financial advisor Michelle Anthony to unpack why so many Americans are pausing savings, eyeing retirement accounts, and feeling squeezed by rising healthcare costs. They explore the real risks of tapping long-term money too soon, the role cash reserves play in financial flexibility, and how thoughtful planning can reduce pressure without panic.

Click here or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!

Follow us on Facebook!

When everyday bills start colliding with retirement plans, where do you turn without risking your future? Kacey sits down with financial advisor Michelle Anthony to unpack why so many Americans are pausing savings, eyeing retirement accounts, and feeling squeezed by rising healthcare costs. They explore the real risks of tapping long-term money too soon, the role cash reserves play in financial flexibility, and how thoughtful planning can reduce pressure without panic.
Click <a href="advisemenow.com">here</a> or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!
Follow us on <a href="https://www.facebook.com/modernwealthmanagement">Facebook</a>!

The Temptation to Tap Retirement—and What to Consider First

More Americans are quietly hitting pause on retirement—and the reasons may sound uncomfortably familiar. Rising healthcare costs and everyday expenses are forcing tough financial tradeoffs, even for those with a plan in place. In this episode, Michelle Anthony breaks down why tapping retirement accounts can create lasting consequences and how to approach short-term cash strain without derailing the future. The conversation explores cash flow, emotional decision-making, and the often-overlooked role of cash reserves in building flexibility when life gets expensive.

Click here or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!

Follow us on Facebook!

More Americans are quietly hitting pause on retirement&mdash;and the reasons may sound uncomfortably familiar. Rising healthcare costs and everyday expenses are forcing tough financial tradeoffs, even for those with a plan in place. In this episode, Michelle Anthony breaks down why tapping retirement accounts can create lasting consequences and how to approach short-term cash strain without derailing the future. The conversation explores cash flow, emotional decision-making, and the often-overlooked role of cash reserves in building flexibility when life gets expensive.
Click&nbsp;<a href="advisemenow.com">here</a> or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!
Follow us on <a href="https://www.facebook.com/modernwealthmanagement">Facebook</a>!

Investing 101 Part 1

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