HeyJaredThe Financial Revamp
Tired of the same, worn-out retirement advice? Need a new perspective on the financial issues on your mind?
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Why Spousal Benefits Aren't What You Think (opens the original)
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Could one Social Security misconception quietly cost your household thousands in retirement? Michelle Anthony explains why spousal benefits follow different rules than retirement benefits, and how claiming too early, waiting too long, or misunderstanding the "50% rule" can impact retirement income. She shares a real-world example of a couple who changed their claiming strategy after seeing the numbers and discusses why Social Security decisions should be coordinated as a household, not made indi
Can't Afford to Retire, or Are You Just Afraid To? (opens the original)
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What if the biggest obstacle to retirement isn't your savings account, but your mindset? Michelle Anthony explores why many people delay retirement even when the numbers suggest they're financially ready. She breaks down the emotional hurdles that come with shifting from saving to spending, the fear of outliving your money, and how a comprehensive retirement income plan can help separate facts from feelings. Through a real client story, Michelle highlights how uncertainty can keep retirees from
Warren Buffett Went to Cash. Should You? (opens the original)
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What if playing it safe with your retirement money could create a different kind of risk? Michelle Anthony examines why Warren Buffett’s massive cash position before retirement doesn’t necessarily translate into a smart strategy for everyday retirees. She breaks down the hidden dangers of holding too much cash, the impact of inflation, sequence of returns risk, and why every dollar in a retirement portfolio should have a specific purpose. The conversation focuses on balancing growth, income, and
Is Social Security Distracting You From the Decisions That Matter Most? (opens the original)
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What if worrying about Social Security is distracting you from the retirement decisions that matter most? In this episode, Michelle Anthony discusses why headlines about Social Security uncertainty shouldn't drive your retirement strategy. She explores key decisions within your control, including Social Security timing, tax planning, Roth conversions, investment allocation, and building flexibility for life's surprises. Michelle also shares a real-world example of how better planning, not more s
Will AI Change Your Retirement Timeline? (opens the original)
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What happens if technology changes your career plans before you're ready to retire? As AI reshapes workplaces and job responsibilities, Michelle Anthony discusses why retirement planning should account for unexpected career shifts, layoffs, and evolving technology. Through real-life examples, she explains how building flexibility into a financial plan can help create options when life doesn't follow the timeline you imagined. From early retirement scenarios to part-time work and Social Security
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