The Hidden Gap Between Earning and Keeping Wealth

The Retirement Budget Mistake That Could Cost You Thousands

Could your retirement budget be missing thousands of dollars a month in expenses you haven’t considered? Michelle Anthony explains why retirement planning is about more than hitting a savings target—it’s about creating reliable income that supports your lifestyle. From Social Security and pensions to inflation, healthcare costs, home maintenance, and travel, Michelle breaks down the expenses retirees often overlook. She also discusses the importance of guaranteed income sources and why focusing on a retirement paycheck may help reduce anxiety during market volatility. 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 Tax Trap Lurking in Your IRA

A simple Roth IRA strategy could trigger unexpected taxes if one overlooked detail is hiding in your retirement accounts. Michelle Anthony breaks down the realities of the backdoor Roth strategy, why it's popular among high-income earners, and the costly mistakes DIY investors often make. From the IRS pro-rata rule and forgotten rollover IRAs to tax diversification and retirement income planning, Michelle explains why retirement taxes require more than a social media tip. Learn how Roth strategies can fit into a broader financial plan and why coordination may be the difference between avoiding and creating future tax headaches. 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.

What Warren Buffett’s Warning Means for Retirees Today

What if your retirement portfolio is quietly turning into a casino bet? Michelle Anthony breaks down Warren Buffett’s warning about speculation versus investing and explains why retirees face different risks than younger investors. From meme stocks and AI hype to risk capacity, sequence of returns risk, diversification, liquidity, and behavioral discipline, Michelle shares the guardrails that can help protect retirement income and long-term financial stability. 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.

When Retirement Lasts Longer Than Your Plan

Living longer could quietly become the biggest financial risk most retirees overlook. In this episode, Michelle Anthony breaks down why 30–40 year retirements are becoming more common—and how outdated strategies may fall short. She explores the shift from saving to income distribution, the hidden impact of inflation, healthcare, and market volatility, and why small early decisions can shape long-term outcomes. Real client scenarios highlight how plans can look solid at first but unravel later. The conversation emphasizes stress testing, flexible income strategies, and rethinking retirement as a long-term sustainability challenge, not just a milestone. 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.

Why Retirees Are Rethinking Annuities

What if retirement isn’t about growing your money, but protecting it from running out? Michelle unpacks why annuities are making a comeback and how today’s retirees are shifting from chasing returns to prioritizing reliable income. With higher interest rates, market uncertainty, and fewer pensions, retirement planning has evolved into building a personalized paycheck. Michelle explores how annuities can create an income “floor,” why they’re a risk management tool—not a growth strategy—and where they can go wrong. It’s a conversation centered on clarity, coordination, and redefining what financial confidence looks like in retirement. 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.