In this episode of The Financial Revamp, financial advisor Michelle Anthony discusses the critical role of taxes in retirement planning. She explores recent tax changes, strategies for minimizing tax liability, and the implications of social security on taxes. Michelle emphasizes the importance of understanding different retirement accounts and planning ahead to avoid unexpected tax burdens.

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

In this episode of The Financial Revamp, financial advisor Michelle Anthony discusses the critical role of taxes in retirement planning. She explores recent tax changes, strategies for minimizing tax liability, and the implications of social security on taxes. Michelle emphasizes the importance of understanding different retirement accounts and planning ahead to avoid unexpected tax burdens.
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!

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

Strategies for Minimizing Tax Liability in Retirement

What do Michael Jordan, biometric logins, and retirement planning have in common? In this episode of The Financial Revamp, Michelle Anthony explore how rapidly evolving technology is reshaping the way we prepare for retirement. From ditching passwords to redefining purpose after leaving the workforce, they dive into how retirees can adapt their financial strategies and rediscover meaning in their next chapter. Plus, hear surprising insights from Jordan’s own retirement journey and learn why “enough” is more than just a number.

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 do Michael Jordan, biometric logins, and retirement planning have in common? In this episode of The Financial Revamp, Michelle Anthony explore how rapidly evolving technology is reshaping the way we prepare for retirement. From ditching passwords to redefining purpose after leaving the workforce, they dive into how retirees can adapt their financial strategies and rediscover meaning in their next chapter. Plus, hear surprising insights from Jordan&rsquo;s own retirement journey and learn why &ldquo;enough&rdquo; is more than just a number.
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>!

From Smartphones to Retirement: Are You Evolving Too? | Michael Jordan’s Retirement Regret & What It Means for You | What Will You Wake Up For on Monday?

What does Shohei Ohtani’s baseball contract have to do with your retirement? A lot more than you’d think. In this episode, financial advisor Michelle Anthony breaks down how income deferment—like Otani’s deal—can be a powerful strategy for retirement planning. From deferred annuities to Social Security timing and Roth conversions, Michelle explains how delaying income can offer tax advantages, cash flow flexibility, and long-term financial stability. Plus, she shares tips on de-risking your portfolio after age 50 and building a retirement income timeline that works for your 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 does Shohei Ohtani&rsquo;s baseball contract have to do with your retirement? A lot more than you&rsquo;d think. In this episode, financial advisor Michelle Anthony breaks down how income deferment&mdash;like Otani&rsquo;s deal&mdash;can be a powerful strategy for retirement planning. From deferred annuities to Social Security timing and Roth conversions, Michelle explains how delaying income can offer tax advantages, cash flow flexibility, and long-term financial stability. Plus, she shares tips on de-risking your portfolio after age 50 and building a retirement income timeline that works for your life.
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>!

How Shohei Ohtani’s Contract Explains Smart Retirement Planning | Delay Now, Gain Later: The Power of Income Deferment | Retirement Risk: When to Ease Off the Gas

Is your retirement plan built for your life—or just following outdated rules? In this episode, financial advisor Michelle Anthony breaks down why chasing headlines and rigid formulas can sabotage your future. Discover how to create a flexible, personalized retirement strategy, avoid common pitfalls, and ensure your legacy is organized for loved ones. Estate planning tips and myth-busting advice included.

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!

Is your retirement plan built for your life&mdash;or just following outdated rules? In this episode, financial advisor Michelle Anthony breaks down why chasing headlines and rigid formulas can sabotage your future. Discover how to create a flexible, personalized retirement strategy, avoid common pitfalls, and ensure your legacy is organized for loved ones. Estate planning tips and myth-busting advice included.
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>!

Break the Rules: Rethinking Retirement for Real Life | Beyond the Headlines: Building a Retirement That Lasts | Estate Planning Made Simple—Your Legacy, Your Way

Strategies for Minimizing Tax Liability in Retirement

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