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>!

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 Temptation to Tap Retirement—and What to Consider First

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 accounts can create lasting consequences and how to approach short-term cash strain without derailing the future. The conversation explores cash flow, emotional decision-making, and the often-overlooked role of cash reserves in building flexibility when life gets expensive.

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!

More Americans are quietly hitting pause on retirement&mdash;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 accounts can create lasting consequences and how to approach short-term cash strain without derailing the future. The conversation explores cash flow, emotional decision-making, and the often-overlooked role of cash reserves in building flexibility when life gets expensive.
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>!

The Hidden Cost of Dipping Into Retirement Early

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>!

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>!

The Temptation to Tap Retirement—and What to Consider First

In 1 playlist(s)

The Financial Revamp

Social links

Follow podcast

Recent clips