The Costly Moment Your Portfolio Can’t Recover From

Why Retirees Are Rethinking Annuities Right Now

Annuities are making a surprising comeback, but not for the reasons you might think. In this episode, Michelle Anthony breaks down why today’s retirees are shifting from chasing returns to securing reliable income. As market volatility, inflation, and longer lifespans reshape retirement planning, annuities are being reframed as a risk management tool rather than an investment. Michelle explains how higher interest rates, the loss of traditional pensions, and growing concerns about outliving savings are driving this change. Through real client examples, she highlights how creating an income “floor” can support confidence while still allowing for growth. The conversation also addresses common misconceptions and why coordination across taxes, income, and investments matters more than ever. Click here [advisemenow.com] 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 [https://www.facebook.com/modernwealthmanagement]! See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Retirement Finish Line That Won’t Sit Still

When your account balance recovers but your confidence doesn’t, what’s really holding your retirement back? This episode explores why inflation and market swings are making retirement feel less certain, even after market rebounds. Michelle explains why chasing a bigger savings number can miss the real issue and shifts the focus to income stability, flexibility, and protecting against long-term risks like healthcare and longevity. She also breaks down common mistakes—from reacting to short-term fear to delaying retirement without a clear strategy—and shares a smarter way to measure readiness. It’s not about guessing if you have enough—it’s about understanding how your plan actually works. Click here [advisemenow.com] 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 [https://www.facebook.com/modernwealthmanagement]! See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Hidden Gap Between Earning and Keeping Wealth

Fame, fortune, and a financial collapse—what Joey Fatone’s story reveals about money most people overlook. This episode breaks down how earning well doesn’t guarantee financial stability, especially in retirement. Michelle explains where DIY planning quietly falls apart—when saving shifts to spending, and decisions around taxes, income, and Social Security begin to collide. Real client examples highlight how small inefficiencies can compound over time without a clear strategy. The conversation centers on a crucial insight: building wealth and using it are entirely different skill sets, and that transition is where many people lose confidence. Click here [advisemenow.com] 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 [https://www.facebook.com/modernwealthmanagement]! See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Costly Moment Your Portfolio Can’t Recover From

The biggest retirement mistake isn’t a market crash—it’s being forced to sell when it hits. Michelle Anthony breaks down the hidden danger of sequence of returns risk and why timing matters more than most retirees realize. Through a real client story, she explains how withdrawals during downturns can permanently damage a portfolio. Learn how a layered “bucket” strategy separates short-term income from long-term growth, helping protect against volatility and avoid costly decisions. This episode reframes retirement planning from chasing returns to building resilience, control, and flexibility when markets inevitably shift. Click here [advisemenow.com] 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 [https://www.facebook.com/modernwealthmanagement]! See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Retirement Odds Most People Ignore

What if retirement planning looked more like setting odds than chasing a date on the calendar? Michelle Anthony breaks down a “retirement prediction board,” exploring what tends to change most once the working years end. From retiring earlier or later than expected to inflation quietly reshaping monthly comfort, the conversation walks through market volatility, tax surprises, Social Security decisions, and shifting spending patterns. Click here [advisemenow.com] 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 [https://www.facebook.com/modernwealthmanagement]! See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.