Brandy Maben

Brandy Maben, Director of WindRock Wealth Management, brings her expertise in estate planning and financial strategies to discuss the importance of planning during life’s unexpected events like death and divorce. She emphasizes how proper financial planning can alleviate emotional and financial stress. Maben outlines key strategies including the role of life insurance, regular estate plan reviews, and collaborating with financial advisors. She also highlights essential steps for rebuilding after divorce and the need for clear communication to effectively navigate these challenges.

Brandy Maben, Director at Windrock Wealth Management, dives into the enticing world of sports ownership as a unique alternative investment. She discusses how fractional ownership is making these investments accessible, and emphasizes the importance of patience and due diligence. Valuation drivers like real estate and media rights are crucial, while sports teams can enhance portfolio diversification. Brandy highlights the emotional appeal of fandom and suggests these investments can be valuable legacy gifts for future generations.

Brandy Maben, Director at WindRock Wealth Management, joins the discussion to reveal alarming potential changes in a massive new budget bill that could impact everyday Americans, not just the wealthy. She highlights forced IRA distributions and tougher Roth IRA rules that may soon come into play. The elimination of grantor trusts and reduced estate tax exemptions might also affect countless families. Listeners learn about strategies to utilize Opportunity Zones for tax savings and why immediate action is essential to safeguard their financial futures.

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.

Join Brett Rentmeester, founder of WindRock Wealth, and Brandy Maben, director there, as they dive into essential year-end financial strategies. They discuss crucial tax optimization tips to reduce your tax bill and the benefits of charitable gifting through donor-advised funds. Learn how to maximize retirement contributions and the advantages of 529 plans for education savings. They also reveal insights on building wealth over time and the strategic use of Health Savings Accounts. End your year on a financially savvy note!