The Financial Revamp

Retirement spending doesn’t behave the way most people expect, especially when inflation enters the picture. In this episode, Michelle Anthony breaks down why income needs and expenses shift through different phases of retirement, from early go‑go years to later healthcare-driven costs. She explains why feeling “comfortable” with current income isn’t the same as being resil...

When headlines swirl with inflation, interest rates, and global uncertainty, it’s easy for retirement planning to feel out of reach. On this episode of The Financial Revamp , Michelle Anthony zeros in on what investors actually have influence over when so much of the economy is unpredictable. They break down why reacting to every market headline can create more stress, not clarity, and expla...

What if the biggest gap in financial planning isn’t the numbers—but the experience? Inspired by a new Uber feature focused on choice and trust, Michelle Anthony reframes how women approach financial and retirement planning. She explains why many women want conversation instead of presentation, clarity instead of jargon, and confidence rooted in understanding. The discussion explores re...

Someday has a way of quietly turning into too late. Using the Eagles’ farewell tour as a powerful metaphor, Michelle Anthony breaks down why vague retirement dreams often stall and how clarity changes behavior. This episode explores the difference between hoping to retire and actually planning for it—putting dates to goals, shifting focus from account balances to income, and stress-tes...

Market volatility, AI stock buzz, and retirement worries collide in this episode of The Financial Revamp . Michelle Anthony breaks down why diversification in retirement goes beyond stocks and bonds—and why income sources matter just as much as investments. The conversation explores sequence-of-returns risk, the idea of building an “income floor,” and how predictable income can c...

Inheriting a family home sounds like a blessing until the bills, emotions, and hard decisions arrive. This episode of  The Financial Revamp digs into why real estate can become a liability for heirs, especially as aging parents pass down homes with mortgages, taxes, and deferred maintenance. Michelle Anthony breaks down the estate planning gaps families often miss, from liquidity and sibling...

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 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...

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 derail...

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 fl...

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...

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...

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 simp...

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...

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...

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 adv...

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&rdq...

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...

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 co...

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-ter...

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...

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...

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 st...

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 evol...

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 fi...