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The Financial Revamp

Podkast av Michelle Anthony

engelsk

Business

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Les mer The Financial Revamp

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!

Alle episoder

40 Episoder

episode The Hidden Gap Between Earning and Keeping Wealth cover

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.

19. mai 2026 - 11 min
episode The Costly Moment Your Portfolio Can’t Recover From cover

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.

12. mai 2026 - 9 min
episode Why Chasing Market Gains Can Change Your Retirement Math cover

Why Chasing Market Gains Can Change Your Retirement Math

What does it mean when everyday investors rush in after markets have already climbed? In this episode of The Financial Revamp, Michelle Anthony breaks down the Wall Street term “dumb money” and why record-high stock exposure can be a warning sign worth paying attention to. She explains how investor behavior often signals shifts in market cycles, why expectations matter more than predictions, and how risk should be tied to personal goals—not headlines. The conversation centers on intentional planning, income stability, and avoiding emotional decisions during strong markets or downturns. 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.

28. april 2026 - 8 min
episode The Hidden Risks Lurking Behind a Comfortable Retirement cover

The Hidden Risks Lurking Behind a Comfortable Retirement

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 resilient, and how stress testing a plan reveals risks tied to inflation spikes, market downturns, and longevity. 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.

21. april 2026 - 8 min
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