On this episode of The Financial Revamp Podcast, Michelle delves into the various types of investment accounts, focusing on the differences between IRAs and regular brokerage accounts. She explores the nuances of traditional and Roth IRAs, discussing tax implications and the importance of financial planning. Michelle emphasizes the significance of starting early with retirement accounts and provides actionable advice for those beginning their investing journey.

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On this episode of The Financial Revamp Podcast, Michelle dives into the basics of investing in a two-part series titled Investing 101. She covers essential topics such as stocks, bonds, mutual funds, and ETFs, providing listeners with a foundational understanding of these investment vehicles.

The conversation emphasizes the importance of diversification and offers insights into how each investment type functions within a portfolio. Michelle shares her personal experiences and explains complex concepts in an accessible manner, making it easier for listeners to grasp the fundamentals of investing.

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In this episode, Michelle Anthony discusses the critical topic of fiduciary financial advising. She explores what it means to be a fiduciary, the importance of trust and transparency in financial relationships, and how to identify red flags when choosing a financial advisor.

The conversation emphasizes the need for clients to understand their advisors' motivations and the significance of working with someone who prioritizes their best interests.

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In this episode, Michelle Anthony discusses the critical topic of asset protection. She explores common mistakes individuals make, such as procrastination and lack of diversification, and how inflation and interest rates impact long-term financial security. Michelle emphasizes the importance of having a balanced approach to growing and protecting wealth, highlighting the need for a solid financial plan.

The conversation concludes with advice on seeking professional help for asset protection strategies.

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In this episode of The Financial Revamp, Michelle Anthony discusses the intricacies of Social Security, including its basic structure, common misconceptions, strategies for claiming benefits, and the importance of integrating Social Security into a comprehensive retirement plan. Michelle emphasizes the need for strategic planning and understanding the tax implications of Social Security benefits.

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In this episode of The Financial Revamp, Michelle Anthony discusses the critical yet often uncomfortable topic of financial planning for aging parents. She explores the importance of initiating conversations about money, the estate planning process, and recognizing signs that parents may need assistance with their finances.

The discussion emphasizes the emotional aspects of these conversations and the necessity of having a clear plan to ensure a smooth transition of wealth and care for aging family members.

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In the inaugural episode of The Financial Revamp, host Michelle Anthony shares her journey into financial advising, emphasizing the importance of trust and education in financial planning.

The conversation covers the holistic approach of Modern Wealth Management, common misconceptions about financial advisors, and how to prepare for an initial meeting with an advisor. The episode aims to empower listeners with knowledge and confidence in their financial decisions.

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In this episode of The Financial Revamp, financial advisor Michelle Anthony discusses the critical role of taxes in retirement planning. She explores recent tax changes, strategies for minimizing tax liability, and the implications of social security on taxes. Michelle emphasizes the importance of understanding different retirement accounts and planning ahead to avoid unexpected tax burdens.

Click here or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!

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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!

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