Discover 5 wealth protection strategies that could possibly defend your nest egg against crashes, taxes, and inflation. Get your Modern Confidence Score: https://bit.ly/4iKfirz Meet with us: https://bit.ly/46Bny5U Education center: https://bit.ly/4cUSIsC Video Chapters: 0:33 - Introduction: 5 Wealth Protection Strategies with Dean Barber & Chris Rett 1:37 - Strategy 1: How do I avoid unnecessary market and concentration risk? 12:17 - Strategy 2: How do my CFP and CPA work together to lower my lifetime taxes? 15:14 - Strategy 3: How do I audit my risk profile? 18:58 - Strategy 4: How do I plan for healthcare and memory care inflation? 21:50 - Strategy 5: How do I structure my estate plan to pass wealth to my heirs? 24:24 - Conclusion: Defending what you've built Send us a questions to be featured on the show at: [email protected] For more educational content visit: https://www.youtube.com/@MeetModernWealth Check out our other videos: https://youtu.be/BdM-15mxEDM?si=D7AftiJLLwiyPU0f https://youtu.be/O-nGasrm5HE?si=Mup8P2NTi13R9-2Q https://youtu.be/BL2pmLI8dRw Sources: • https://statoasis.com/post/sp500-drawdowns-since-1870 • https://www.usinflationcalculator.com/inflation/historical-inflation-rates/ ______ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser. The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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