Avoid Financial Failure: The Ultimate Retirement Strategies

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

Learn more about your ad choices. Visit megaphone.fm/adchoices