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

Are you unknowingly giving away more of your retirement income than you should? In this episode, Michelle Anthony breaks down the shift from simply filing taxes to actually planning them — a mindset that can reshape your retirement reality. From the new $6,000 senior deduction to income‑timing strategies, Michelle explains how proactive tax planning can protect your savings, reduce surprises, and keep you in control. Whether you’ve saved $500,000 or $1 million, she shares the practical steps to build confidence, reduce fear, and create a retirement plan that truly supports your lifestyle.

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!

Are you unknowingly giving away more of your retirement income than you should? In this episode, Michelle Anthony breaks down the shift from simply filing taxes to actually planning them &mdash; a mindset that can reshape your retirement reality. From the new $6,000 senior deduction to income‑timing strategies, Michelle explains how proactive tax planning can protect your savings, reduce surprises, and keep you in control. Whether you&rsquo;ve saved $500,000 or $1 million, she shares the practical steps to build confidence, reduce fear, and create a retirement plan that truly supports your lifestyle.
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 Paying the IRS More Than You Should in Retirement?

Retirement is closing in fast for Gen X—so why does it feel more confusing than ever? In this episode, Michelle Anthony breaks down the real financial pressures Gen Xers face and explains how small, strategic moves in the final decade before retirement can create meaningful change. From income planning and tax strategy to managing market fears and understanding Social Security, Michelle simplifies the “new math” of retirement so listeners can move forward with clarity and confidence.

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!

Retirement is closing in fast for Gen X&mdash;so why does it feel more confusing than ever? In this episode, Michelle Anthony breaks down the real financial pressures Gen Xers face and explains how small, strategic moves in the final decade before retirement can create meaningful change. From income planning and tax strategy to managing market fears and understanding Social Security, Michelle simplifies the &ldquo;new math&rdquo; of retirement so listeners can move forward with clarity and confidence.
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>!

Why Gen X Is Stressed About Retirement — and What Actually Helps

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?

The Questions Every Retiree Is Asking Right Now

The Financial Revamp

In 1 playlist(s)

The Financial Revamp

Social links

Follow podcast

Recent clips