Retirement Revolution: Investment Tips From 401(k) to Roth IRA

Join us this week as Andrew Brill speaks with financial guru Brandy Maben of WindRock Wealth Management, to reveal the secrets to maximizing your retirement savings and outsmarting the market.

Whether you’re just starting or looking to optimize your current retirement plan, this episode is packed with insider tips on solo 401(k)s, Roth IRAs, and investment strategies that could triple your wealth.

Discover how to make your money work for you, understand the importance of Roth conversions, and learn about investment opportunities beyond the stock market. Don’t let complexity hold you back from financial freedom—start building a wealthier, more secure future today!

Read more of Brandy’s tips on how to turbocharge your retirement planning here: https://windrockwealth.com/four-ways-to-turbocharge-your-retirement-planning/

Timestamps:
0:00 – Introduction
2:57 – The Power of Solo 401(k)s and Maximizing Your Contributions
8:00 – Understanding Roth IRAs and Their Tax Benefits
13:28 – Diversified Investments: Beyond Stocks and Bonds
18:31 – Planning for Retirement: Mega Roth Conversions Explained
22:14 – Defining Benefit Plans vs. 401(k)s and SEPs
33:27 – Closing Thoughts and How to Seek Financial Advice

#podcast #retirement #financialfreedom #401k
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There’s no doubt that it’s a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead?

Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis.

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

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The world of finance and investment is intricate and diverse. It’s our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Tags Financial Freedom, Investing, Minority Owned Business, Personal Finances