Tag: estate planning

Hidden Massive Tax Changes Coming In The ‘One Big Beautiful Bill’!

June 12, 2025

Brandy Maben, Director at Windrock Wealth Management, joins Maggie Lake to unpack what’s buried in the new 1,000+ page ’One Big Beautiful Bill’, and why even middle-class investors and small business owners should be alarmed. From forced IRA distributions and […]

The Wealthion Team
Divorce and Death: Financial Survival Strategies | Brandy Maben

September 25, 2024

WindRock Wealth Management’s Director, Brandy Maben, joins Wealthion’s Andrew Brill to share essential insights on estate planning, life insurance, and financial strategies to safeguard your wealth during life’s most unexpected events. Learn how proper planning can ease emotional and financial […]

The Wealthion Team
Risk of 2024 Recession ‘Over 60%’ | Loreen Gilbert

March 14, 2024

In this essential Wealthion episode, host James Connor sits down with Loreen Gilbert of WealthWise Financial Services to dissect the pressing issues facing the economy today. From soaring consumer debt to looming changes in estate taxes, uncover expert insights on […]

The Wealthion Team

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