The Financial Revamp

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 flo...

Is your retirement plan built for your life—or just following outdated rules?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.

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Are you letting confusion or fear sabotage your retirement dreams? This episode of Financial Revamp tackles the real anxieties retirees face—from navigating Medicare open enrollment to conquering the fear of spending savings. Financial advisor Michelle Anthony shares practical strategies for reviewing your healthcare coverage, building guaranteed income, and transforming a “TJ Maxx” retirement plan into a purposef...

Ever wondered why some millionaires blend in while quietly building lasting wealth? This episode of Financial Revamp with financial advisor Michelle Anthony reveals the secrets of “stealthy wealthy” retirees, the risks of chasing market trends, and practical steps to secure your future. Discover how intentional money habits, diversification, and smart tax strategies can help you enjoy retirement with confidence and peac...

Is your retirement plan built to weather every season, or are you letting market myths steer your future? In this episode, financial advisor Michelle Anthony reveals why September’s reputation as the worst stock market month shouldn’t dictate your strategy. Discover how to balance risk, create a spending plan, and design a retirement that supports your passions—so you can live confidently, not cautiously.

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What does a strong marriage have in common with a lasting retirement plan? In this episode of The Financial Revamp, Michelle Anthony draws surprising parallels between relationship advice and financial strategy. From recession-proofing your income to avoiding the biggest mistake retirees make—neglecting their plan—Michelle shares how adaptability, regular check-ins, and long-term thinking are key to financial resil...

Is “boring” the new smart when it comes to retirement planning? In this episode of The Financial Revamp, Michelle Anthony of Modern Wealth Management unpacks why guaranteed income through annuities is gaining traction amid rising interest rates. From European vacations to financial strategies, Michelle shares how retirees can balance risk, embrace stability, and sleep better at night. Whether you're on the fence ab...

What if your retirement plan didn’t depend on the Fed’s next move? In this episode of The Financial Revamp, Kacey Biddy and Michelle Anthony of Modern Wealth Management tackle how to build a retirement strategy that holds steady—no matter what the headlines say. From Roth IRA workarounds to gifting strategies for grandkids, Michelle shares practical ways to stay in control of your financial future. Whether yo...

What if your retirement plan included going back to work? In this episode of The Financial Revamp, Kacey Biddy and financial advisor Michelle Anthony break down why some common retirement advice sounds more like damage control than real planning. From navigating volatile markets to making smart Social Security decisions and understanding your risk tolerance, Michelle shares how proactive strategies—not panic—can he...

On this episode of The Financial Revamp Podcast, Michelle discusses essential strategies for retirement planning, focusing on market trends, 401(k) options when changing jobs, and the importance of updating outdated retirement strategies. They emphasize the need for a well-structured financial plan that aligns with individual retirement timelines and risk tolerances, while also addressing the evolving financial landscape.

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On this episode of The Financial Revamp Podcast, Michelle discusses the importance of preparing for financial storms, much like one would prepare for a hurricane. They explore strategies for weatherproofing retirement plans, the impact of financial influencers on personal finance decisions, and the significance of tax planning in retirement. The conversation emphasizes the need for personalized financial advice and the importance o...

On this episode of The Financial Revamp Podcast, Michelle discusses the importance of understanding hidden fees in retirement accounts and how they can impact savings. They also explore the concept of risk tolerance, especially in light of potential economic downturns, emphasizing the need for transparency and personalized financial planning.

Click here or call 844-298-1900 to schedule a meeting with Michelle and her team. Let...

On this episode of The Financial Revamp Podcast, Michelle discusses the importance of having a solid retirement plan amidst market volatility. They emphasize that emotional reactions to market changes can lead to poor financial decisions. Instead, they advocate for a strategic approach to retirement planning, focusing on creating reliable income streams and addressing fears about running out of money. The conversation highlights th...

On this episode of The Financial Revamp Podcast, Michelle delves into the various types of investment accounts, focusing on the differences between IRAs and regular brokerage accounts. She explores the nuances of traditional and Roth IRAs, discussing tax implications and the importance of financial planning. Michelle emphasizes the significance of starting early with retirement accounts and provides actionable advice for those begi...

On this episode of The Financial Revamp Podcast, Michelle dives into the basics of investing in a two-part series titled Investing 101. She covers essential topics such as stocks, bonds, mutual funds, and ETFs, providing listeners with a foundational understanding of these investment vehicles.

The conversation emphasizes the importance of diversification and offers insights into how each investment type functions within a portfolio...

In this episode, Michelle Anthony discusses the critical topic of fiduciary financial advising. She explores what it means to be a fiduciary, the importance of trust and transparency in financial relationships, and how to identify red flags when choosing a financial advisor.

The conversation emphasizes the need for clients to understand their advisors' motivations and the significance of working with someone who prioritizes their b...

In this episode, Michelle Anthony discusses the critical topic of asset protection. She explores common mistakes individuals make, such as procrastination and lack of diversification, and how inflation and interest rates impact long-term financial security. Michelle emphasizes the importance of having a balanced approach to growing and protecting wealth, highlighting the need for a solid financial plan.

The conversation concludes w...

In this episode of The Financial Revamp, Michelle Anthony discusses the intricacies of Social Security, including its basic structure, common misconceptions, strategies for claiming benefits, and the importance of integrating Social Security into a comprehensive retirement plan. Michelle emphasizes the need for strategic planning and understanding the tax implications of Social Security benefits.

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In this episode of The Financial Revamp, Michelle Anthony discusses the critical yet often uncomfortable topic of financial planning for aging parents. She explores the importance of initiating conversations about money, the estate planning process, and recognizing signs that parents may need assistance with their finances.

The discussion emphasizes the emotional aspects of these conversations and the necessity of having a clear pl...