Are you letting fear or outdated strategies sabotage your portfolio?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
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#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.
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