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 expectations, and clear conversations can bring stability to uncertain times. You'll also hear why estate planning matters more than many realize and how longevity reshapes the way we prepare for retirement.

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 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 &mdash; from downturn protection to inflation, taxes, Social Security timing, and preserving a legacy. She explores how thoughtful planning, realistic expectations, and clear conversations can bring stability to uncertain times. You'll also hear why estate planning matters more than many realize and how longevity reshapes the way we prepare for retirement.
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>!

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

The Questions Every Retiree Is Asking Right Now

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 conversation explores where AI performs well and where it misses critical human elements like tax strategy, behavioral coaching, legacy planning, and fiduciary accountability.

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!

AI can build a portfolio&mdash;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 conversation explores where AI performs well and where it misses critical human elements like tax strategy, behavioral coaching, legacy planning, and fiduciary accountability.
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!
&nbsp;
Follow us on <a href="https://www.facebook.com/modernwealthmanagement">Facebook</a>!

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

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 Questions Every Retiree Is Asking Right Now

In 1 playlist(s)

The Financial Revamp

Social links

Follow podcast

Recent clips