The Financial Revamp

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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 Manag.

11/05/2026

The IRS calculates taxable Social Security benefits by combining your adjusted gross income, tax-exempt interest, and half your annual Social Security benefit. Thresholds for taxation haven't changed in decades, impacting more retirees. https://modernwealthmgt.com/media

11/05/2026

What does your dream retirement look like? What are you excited about? And what are your biggest worries? We start by understanding YOU, not just your portfolio. https://modernwealthmgt.com/media

11/05/2026

Ready to talk? Head over to www.advicemenow.com and book your spot directly on my calendar. Choose a virtual meeting, phone call, or visit my office in Tucson. You can also call me at (520) 389-6188 to set up your free consultation. https://modernwealthmgt.com/media

10/05/2026

Social Security is a vital foundation for retirement income, guaranteed for life and adjusted for inflation. Claiming early, like at 62 when full retirement age is 67, can permanently reduce your benefits by about 30%. This decision impacts your future income, spousal benefits, and survivor benefits. Many claim early out of fear the program will run out, but Social Security was designed to supplement, not replace, your paycheck.

09/05/2026

Don't judge your tax situation by a refund or an amount owed. A refund means overpaying, and owing means underpaying. The real question is whether you're paying more in taxes than you need to over your lifetime. That's where planning makes all the difference. https://modernwealthmgt.com/media

09/05/2026

A home, meant as a gift, can become a financial burden for heirs unprepared for its costs. It's an illiquid asset with ongoing property taxes, insurance, and maintenance. Multiple heirs can add complexity, leading to decision-making conflicts without a clear plan. https://modernwealthmgt.com/media

09/05/2026

A coworker's fear-driven advice led to a permanent reduction in Social Security benefits. Delaying until age 70 could have meant nearly 75% higher monthly income. Strategic planning, not fear, is key. https://modernwealthmgt.com/media

08/05/2026

Don't just react to market volatility, taxes, or legacy planning. Proactive retirement planning brings confidence and control. Your future self will thank you. https://modernwealthmgt.com/media

08/05/2026

Retirement isn't about predicting the future perfectly. It's about building a plan that can handle multiple outcomes because something *will* be different than expected. Build your plan assuming at least one major assumption (inflation, market returns, taxes, timing) will be wrong. The true strength lies in how well it absorbs these changes. https://modernwealthmgt.com/media

07/05/2026

You can still make a huge impact on your retirement finances, even close to or after retirement age. One couple was heading into retirement with a significant tax problem due to pre-tax accounts. A 3-year strategy of Roth conversions and income smoothing dramatically reduced their lifetime tax burden. Planning ahead, even for a few years, is key. https://modernwealthmgt.com/media

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