Avoid Financial Failure: The Ultimate Retirement Strategies episode artwork

EPISODE · Jul 16, 2024 · 38 MIN

Avoid Financial Failure: The Ultimate Retirement Strategies

from Wealthion - Be Financially Resilient · host Wealthion

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

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