The Five Financial Levers You Still Have in an Uncertain Economy

When headlines swirl with inflation, interest rates, and global uncertainty, it’s easy for retirement planning to feel out of reach. On this episode of The Financial Revamp, Michelle Anthony zeros in on what investors actually have influence over when so much of the economy is unpredictable. They b…

What Women Are Really Asking For in Financial Planning

What if the biggest gap in financial planning isn’t the numbers—but the experience? Inspired by a new Uber feature focused on choice and trust, Michelle Anthony reframes how women approach financial and retirement planning. She explains why many women want conversation instead of presentation, clar…

When “Someday” Turns Into Too Late

Someday has a way of quietly turning into too late. Using the Eagles’ farewell tour as a powerful metaphor, Michelle Anthony breaks down why vague retirement dreams often stall and how clarity changes behavior. This episode explores the difference between hoping to retire and actually planning for …

Building a Retirement Paycheck When Markets Won’t Sit Still

Market volatility, AI stock buzz, and retirement worries collide in this episode of The Financial Revamp. Michelle Anthony breaks down why diversification in retirement goes beyond stocks and bonds—and why income sources matter just as much as investments. The conversation explores sequence-of-retu…

Passing Down Property: Memories, Money, and Reality

Inheriting a family home sounds like a blessing until the bills, emotions, and hard decisions arrive. This episode of The Financial Revamp digs into why real estate can become a liability for heirs, especially as aging parents pass down homes with mortgages, taxes, and deferred maintenance. Michell…

AI Can Build a Portfolio—But Can It Handle Your Retirement?

AI can build a portfolio—but can it really guide a retirement? In this episode of The Financial Revamp, Michelle Anthony breaks down what happens when artificial intelligence meets real-world retirement planning. Using a Morningstar comparison of AI chatbots, robo-advisors, and human advisors, the …

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

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 sen…

The Temptation to Tap Retirement—and What to Consider First

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 ex…

The Hidden Cost of Dipping Into Retirement Early

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 acc…

The Questions Every Retiree Is Asking Right Now

What questions are retirees asking most as they enter a new financial year? In this episode, Michelle Anthony breaks down the concerns she hears every day — from downturn protection to inflation, taxes, Social Security timing, and preserving a legacy. She explores how thoughtful planning, realistic…