Are you letting fear or outdated strategies sabotage your portfolio? In this important interview, Brandy Maben of Windrock Wealth Management joins Maggie Lake to reveal how the wealthiest investors prepare for volatility, inflation, and taxes, and what everyday investors can learn from them.

Brandy explains why:

Treasuries aren’t the safe haven they once were
Tax planning (not market timing) is your biggest edge
Sitting on cash may be riskier than investing
Gold, farmland, and private credit are essential inflation hedges
Most people completely misjudge their true risk tolerance

She also breaks down misunderstood tax strategies like Roth conversions, donor-advised funds, and how to prepare for the looming 2026 tax sunset. If you’re unsure whether your portfolio can survive what’s coming, this episode is your wake-up call.

Chapters:

0:20 - Big Picture: Managing 2025’s Market Roller-Coaster

1:48 - Beyond 60/40: Portfolio Priorities for 2025

4:41 - Guarding Against Inflation’s Whiplash

6:25 - Safe Haven or Sinking Ship? The Treasury Debate

8:03 - Getting into Gold: Too Late or Just in Time?

10:05 - Preserve Capital or Chase Growth Amid Volatility?

12:30 - The Biggest Tax Mistakes Investors Make

16:59 - Should You Go Global? Weighing International Diversification

18:31 - Are You Really as Risk-Tolerant as You Think?

20:58 - Sitting on Cash: Safety Net or Silent Killer?

23:47 - Favorite Tax-Smart Vehicles Revealed

27:02 - Building a Battle-Ready Plan: Key Questions to Ask

Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4m1zC73

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #Inflation #TaxPlanning #Gold #Farmland #FinancialPlanning #SmartMoney #Markets #Volatility

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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