Brandy Maben: How the Wealthy Are Preparing for Volatility, Taxes, and Inflation

May 8, 2025

Brandy Maben, Director at Windrock Wealth Management, shares her expertise on navigating financial uncertainties. She emphasizes that treasuries may no longer be a safe bet and that tax planning takes precedence over market timing. Brandy warns against sitting on cash, which can be riskier, while promoting alternative investments like gold, farmland, and private credit as solid inflation hedges. Additionally, she breaks down common tax strategies and highlights the need for a comprehensive approach to risk tolerance.

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ADVICE

Stick to Your Plan

Stick to your financial plan during volatile markets to ease emotional stress.
Use holistic and tax-smart planning for peace of mind amid uncertainty.

ADVICE

Control What You Can

Focus on controlling taxes, structure, and behavior rather than trying to predict the market.
Diversify portfolios including alternatives like real estate, private credit, and gold for inflation hedging.

INSIGHT

Inflation Remains Volatile

Inflation is highly volatile and unpredictable, requiring readiness for both spikes and drops.
Farmland and precious metals like gold and silver historically outperform inflation over long terms.

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Are you letting fear or outdated strategies sabotage your portfolio?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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