What happens when one spouse is ready to retire, but the other may need the money to last another decade or more? Michelle Anthony explores the unique challenges married couples can face when there’s a significant age gap. She discusses planning for two retirement timelines, bridging the health insurance gap before Medicare, and coordinating Social Security with survivor benefits in mind. Plus, Michelle explains why retirement planning should consider not just when each spouse retires, but how financial decisions today may affect the younger spouse later in life.

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!

What happens when one spouse is ready to retire, but the other may need the money to last another decade or more? Michelle Anthony explores the unique challenges married couples can face when there&rsquo;s a significant age gap. She discusses planning for two retirement timelines, bridging the health insurance gap before Medicare, and coordinating Social Security with survivor benefits in mind. Plus, Michelle explains why retirement planning should consider not just when each spouse retires, but how financial decisions today may affect the younger spouse later in life.
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>!

Could Your Age Gap Change Your Retirement Plan?

One retirement decision can create a ripple effect across your taxes, Social Security, Medicare, and more. Michelle Anthony discusses why major financial moves deserve a closer look before signing on the dotted line. From Roth conversions and inherited IRAs to large withdrawals, she explores how seemingly simple decisions can carry unexpected consequences. Plus, Michelle explains the retirement “bucket strategy” and shares three questions to consider before making a move that may be difficult to reverse.

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!

One retirement decision can create a ripple effect across your taxes, Social Security, Medicare, and more. Michelle Anthony discusses why major financial moves deserve a closer look before signing on the dotted line. From Roth conversions and inherited IRAs to large withdrawals, she explores how seemingly simple decisions can carry unexpected consequences. Plus, Michelle explains the retirement &ldquo;bucket strategy&rdquo; and shares three questions to consider before making a move that may be difficult to reverse.
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>!

Think Twice Before Moving Your Retirement Money

What happens if retirement arrives before you’re ready? Michelle Anthony explains why a retirement plan shouldn’t depend on one perfect date and explores the circumstances that can push people out of the workforce earlier than expected. She discusses stress-testing a plan for an earlier retirement, accounting for healthcare, Social Security, taxes, spending and market risk, and building enough flexibility to handle life’s unexpected turns. Plus, Michelle shares a practical exercise for anyone within five years of retirement to uncover potential vulnerabilities while there’s still time to make adjustments. 

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!

What happens if retirement arrives before you&rsquo;re ready? Michelle Anthony explains why a retirement plan shouldn&rsquo;t depend on one perfect date and explores the circumstances that can push people out of the workforce earlier than expected. She discusses stress-testing a plan for an earlier retirement, accounting for healthcare, Social Security, taxes, spending and market risk, and building enough flexibility to handle life&rsquo;s unexpected turns. Plus, Michelle shares a practical exercise for anyone within five years of retirement to uncover potential vulnerabilities while there&rsquo;s still time to make adjustments.&nbsp;
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>!

Is Your Retirement Plan Built for the Unexpected?

What if the biggest retirement mistake isn't spending too much, but spending too little? Michelle Anthony explores why many retirees struggle to shift from a lifetime of saving to confidently using the money they've worked hard to accumulate. The conversation covers the emotional impact of inflation, signs that someone may be underspending, and how fear of running out of money can lead to missed experiences and unnecessary sacrifices. Michelle shares a real client story and explains how a retirement income plan can help separate financial reality from financial anxiety while creating a healthier balance between security and enjoyment.

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!

What if the biggest retirement mistake isn't spending too much, but spending too little? Michelle Anthony explores why many retirees struggle to shift from a lifetime of saving to confidently using the money they've worked hard to accumulate. The conversation covers the emotional impact of inflation, signs that someone may be underspending, and how fear of running out of money can lead to missed experiences and unnecessary sacrifices. Michelle shares a real client story and explains how a retirement income plan can help separate financial reality from financial anxiety while creating a healthier balance between security and enjoyment.
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>!

Are You Too Scared to Spend Your Retirement Savings?

What happens to your retirement paycheck when the market drops 20% overnight? Michelle Anthony explains why retirees experience market volatility differently and why waiting until a downturn to create an income strategy can be costly. The discussion covers sequence of returns risk, building cash reserves, identifying reliable income sources, and separating essential expenses from discretionary spending. Michelle shares how retirees can prepare for uncertain markets by knowing exactly where their next 12 months of income will come from and focusing on a plan designed to support their lifestyle through both strong and challenging market environments.

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!

What happens to your retirement paycheck when the market drops 20% overnight? Michelle Anthony explains why retirees experience market volatility differently and why waiting until a downturn to create an income strategy can be costly. The discussion covers sequence of returns risk, building cash reserves, identifying reliable income sources, and separating essential expenses from discretionary spending. Michelle shares how retirees can prepare for uncertain markets by knowing exactly where their next 12 months of income will come from and focusing on a plan designed to support their lifestyle through both strong and challenging market environments.
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>!

Why Market Volatility Feels Different Once You're Retired

What if the most valuable thing you leave behind has nothing to do with money? Inspired by the life and legacy of Dolly Parton, Michelle Anthony explores the difference between an estate and a legacy, and why financial planning should reflect the values, stories, and causes that matter most. The conversation covers estate planning essentials, family communication, charitable giving, and practical ways to pass along purpose alongside wealth. Discover how meaningful legacies are built through intentional planning, shared traditions, and the impact you create during your lifetime.

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!

What if the most valuable thing you leave behind has nothing to do with money? Inspired by the life and legacy of Dolly Parton, Michelle Anthony explores the difference between an estate and a legacy, and why financial planning should reflect the values, stories, and causes that matter most. The conversation covers estate planning essentials, family communication, charitable giving, and practical ways to pass along purpose alongside wealth. Discover how meaningful legacies are built through intentional planning, shared traditions, and the impact you create during your lifetime.
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>!

What Do You Want Your Money to Keep Doing After You're Gone?

What if the biggest retirement rule of thumb is giving you a false sense of certainty? In this episode, Michelle Anthony examines the popular 4% rule and its updated 4.7% version, explaining why retirement income planning is about far more than a single withdrawal percentage. She discusses sequence of return risk, changing spending patterns, taxes, Social Security, and how real-life retirement decisions rarely fit into a one-size-fits-all formula. The conversation focuses on building an income strategy that reflects your lifestyle, goals, and financial realities.

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!

What if the biggest retirement rule of thumb is giving you a false sense of certainty? In this episode, Michelle Anthony examines the popular 4% rule and its updated 4.7% version, explaining why retirement income planning is about far more than a single withdrawal percentage. She discusses sequence of return risk, changing spending patterns, taxes, Social Security, and how real-life retirement decisions rarely fit into a one-size-fits-all formula. The conversation focuses on building an income strategy that reflects your lifestyle, goals, and financial realities.
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>!

Can a Withdrawal Rate Really Guide Your Retirement?

Could one Social Security misconception quietly cost your household thousands in retirement? Michelle Anthony explains why spousal benefits follow different rules than retirement benefits, and how claiming too early, waiting too long, or misunderstanding the "50% rule" can impact retirement income. She shares a real-world example of a couple who changed their claiming strategy after seeing the numbers and discusses why Social Security decisions should be coordinated as a household, not made individually. The conversation highlights how benefits, investments, taxes, and survivor planning all work together in a comprehensive retirement income strategy

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!

Could one Social Security misconception quietly cost your household thousands in retirement? Michelle Anthony explains why spousal benefits follow different rules than retirement benefits, and how claiming too early, waiting too long, or misunderstanding the "50% rule" can impact retirement income. She shares a real-world example of a couple who changed their claiming strategy after seeing the numbers and discusses why Social Security decisions should be coordinated as a household, not made individually. The conversation highlights how benefits, investments, taxes, and survivor planning all work together in a comprehensive retirement income strategy
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>!

Why Spousal Benefits Aren't What You Think

What if the biggest obstacle to retirement isn't your savings account, but your mindset? Michelle Anthony explores why many people delay retirement even when the numbers suggest they're financially ready. She breaks down the emotional hurdles that come with shifting from saving to spending, the fear of outliving your money, and how a comprehensive retirement income plan can help separate facts from feelings. Through a real client story, Michelle highlights how uncertainty can keep retirees from enjoying the years they've worked so hard to reach.

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!

What if the biggest obstacle to retirement isn't your savings account, but your mindset? Michelle Anthony explores why many people delay retirement even when the numbers suggest they're financially ready. She breaks down the emotional hurdles that come with shifting from saving to spending, the fear of outliving your money, and how a comprehensive retirement income plan can help separate facts from feelings. Through a real client story, Michelle highlights how uncertainty can keep retirees from enjoying the years they've worked so hard to reach.
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>!

Can't Afford to Retire, or Are You Just Afraid To?

What if playing it safe with your retirement money could create a different kind of risk? Michelle Anthony examines why Warren Buffett’s massive cash position before retirement doesn’t necessarily translate into a smart strategy for everyday retirees. She breaks down the hidden dangers of holding too much cash, the impact of inflation, sequence of returns risk, and why every dollar in a retirement portfolio should have a specific purpose. The conversation focuses on balancing growth, income, and protection while keeping long-term retirement goals at the center of every financial decision.

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!

What if playing it safe with your retirement money could create a different kind of risk? Michelle Anthony examines why Warren Buffett&rsquo;s massive cash position before retirement doesn&rsquo;t necessarily translate into a smart strategy for everyday retirees. She breaks down the hidden dangers of holding too much cash, the impact of inflation, sequence of returns risk, and why every dollar in a retirement portfolio should have a specific purpose. The conversation focuses on balancing growth, income, and protection while keeping long-term retirement goals at the center of every financial decision.
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>!

Warren Buffett Went to Cash. Should You?

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

Social links:

Follow the podcast:

63 clip(s)