WindRock Wealth Management’s Director, Brandy Maben, joins Wealthion’s Andrew Brill to share essential insights on estate planning, life insurance, and financial strategies to safeguard your wealth during life’s most unexpected events. Learn how proper planning can ease emotional and financial burdens, especially during difficult times like death or divorce.
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com/free
This interview is sponsored by BetterHelp. Give online therapy a try at https://www.betterhelp.com/Wealthion and get on your way to being your best self.
Chapters:
1:07 - The Importance of Financial Planning
1:57 - Navigating Life Events with a Financial Advisor
2:59 - Key Financial Considerations During a Crisis
5:11 - Common Mistakes in Financial Planning
6:11 - Estate Planning Is for Everyone
9:31 - Life Insurance Policies Explained
11:01 - The Financial Advisor’s Role in Estate Planning
15:13 - How Often to Review Your Estate Plan
17:13 - Dealing With Divorce
23:43 - Income Trends & Rebuilding After Divorce
29:21 Conclusion - The Importance of Planning Ahead
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