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.

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!

In this discussion, Tavi Costa highlights the Fed's aggressive rate cuts amidst recession signals. Daniel Lacalle uncovers a hidden recession affecting major economies, emphasizing the risks of dedollarization. Dennis Lockhart provides insider insights on Fed strategies and shares long-term investment plans. Brandy Maben complements the conversation with essential financial planning tips for uncertain times. Together, they paint a vivid picture of the current economic landscape and strategies for navigating it.

Brandy Maben from WindRock Wealth shares ultimate retirement strategies, including managing student debt, Roth IRA vs. 401(k), setting up LLCs, legacy planning, and backdoor Roth IRAs. Topics cover compound interest, early financial planning, disability insurance, and major life events. Get expert advice on building and protecting wealth for retirement.

Financial guru Brandy Maben shares secrets to maximizing retirement savings, from solo 401(k)s to Roth IRAs. Learn about diversified investments, mega Roth conversions, and planning strategies for a wealthier future.