The Financial Revamp

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.

09/07/2026

Don't just think about withdrawal rates when retiring. Focus on an income strategy. Know your essential monthly costs, guaranteed income from Social Security/pensions, and the investment gap. This is where smart planning begins.

09/06/2026

Understand your true living costs to build a retirement income plan. Identify essential expenses like housing, utilities, food, and healthcare to fill any income gaps, separate from investment portfolio needs.

09/05/2026

Stop thinking about retirement withdrawal rates and start planning for income. Know your essential monthly costs, your guaranteed income from Social Security/pensions, and the investment gap you need to fill. That gap is your target.

09/04/2026

You have $1.5 million saved for retirement, but how much will the IRS claim when you withdraw it? Understanding where your money is matters. Paying some taxes now through a Roth conversion or realizing gains could save you significantly later. Doing nothing could be costly.

09/01/2026

At Modern Wealth Management, we start by listening. Our complimentary 'Retirement Revamp' is a strategy session, not a sales pitch. It's about uncovering your unique opportunities, identifying gaps, and building the personalized roadmap for the future you envision. https://modernwealthmgt.com/media

08/31/2026

Retirement isn't solely about your investments. It's about having a comprehensive plan for dependable income, tax reduction, healthcare, and adaptability. It's about confidence to enjoy the life you've earned.

08/30/2026

The market doesn't track your mortgage, Medicare, or bank withdrawals. Retirement planning now means managing income, taxes, risk, healthcare, and legacy—all interconnected. It's a holistic approach to your future. https://modernwealthmgt.com/media

Address

3567 E Sunrise Drive
Tucson, AZ
85718

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+15202981900

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