Stop Putting Everything in Your 401k | Brandy Maben

Wealthion - Be Financially Resilient · Apr 10, 2026 · 17m

💡Not sure how you should split your savings across taxable, deferred, and tax-free accounts? Get a free portfolio review with Brandy and the team at WindRock Wealth at https://bit.ly/3PT3N53

Windrock Wealth Management's Brandy Maben joins Maggie Lake to talk about a retirement planning mistake she sees all the time: too much money in one bucket. Brandy walks through a real example of a surgeon whose 401k could leave him paying 40% or more in taxes on required minimum distributions, and shares a simple one-third rule for balancing taxable, deferred, and tax-free accounts. She also explains why…