Discover the ultimate strategies for building and protecting your wealth with expert Brandy Maben.
Join host Andrew Brill as he welcomes Brandy Maben, a Director with WindRock Wealth Management. Brandy shares her expert insights on building and protecting wealth in today's volatile market for retirement.
This episode is packed with advice on financial planning, investment strategies, and risk management. What are some questions you have about how to properly plan your retirement? Let us know in the comments!
TIMESTAMPS:
00:00 - Introduction
02:25 - Managing Student Debt
05:12 - Loan Repayment Strategies
07:00 - Opportunity Cost
09:26 - Retirement Planning
12:07 - Roth IRA vs. 401(k)
14:43 - Rolling Over 401(k)
16:15 - Roth IRA Expenses
17:29 - Compound Interest
18:37 - Early Financial Planning
20:55 - Setting Up LLC
21:17 - Legacy Planning
23:24 - Consulting a CPA
24:29 - Executive Bonus Plans
27:24 - Backdoor Roth IRAs
28:31 - Disability Insurance
31:13 - Roth IRA Investments
32:29 - Major Life Events
33:03 - Start Early Recap
33:59 - Closing Remarks
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