Financial Advisors React to Financial Horror Stories: Scams, Sequence of Returns Risk, & More

Education Center: https://bit.ly/47dVruP  Meet with Us: https://bit.ly/3Ww8Isy  Tax Reduction Strategies: https://bit.ly/3JvlNiN  Retirement Checklist: https://bit.ly/47eYovk  Cyber Security Risk Management: https://bit.ly/4nxYnYf  Sequence of Returns Risk: https://bit.ly/4hBFAKa  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Addressing Sequence of Returns Risk https://youtu.be/9P_HUmNuujE?si=JKCVuZt48LRx5ITP  Retiring at Market Highs - Barber Financial Group https://youtu.be/3trZTHOHsW0?si=9Yk1U2bwoZEmt3b0  Tax-Loss Harvesting vs. Tax-Gain Harvesting https://youtu.be/MzdDOzQEAg8?si=e-l-CFTlxc4UsgOq  5 REASONS to Have a Forward-Looking Tax Plan https://youtu.be/bubZLJUdIlI?si=ooOxWGcdSVuy8sxb  Sources: • FBI Internet Crime Complaint Center (IC3) - 2023 Elder Fraud Report: https://www.ic3.gov/Media/PDF/AnnualReport/2023_IC3ElderFraudReport.pdf  • USA Today Article on PayPal Phishing Scam: https://www.usatoday.com/story/news/nation/2025/07/01/paypal-phishing-scam-florida-couple/84415075007/  • Federal Trade Commission (FTC) on How to Recognize and Avoid Phishing Scams: https://www.ftc.gov/how-to-spot-recogn-and-avoid-phishing-scams  • FTC on Tech Support Scams: https://consumer.ftc.gov/articles/how-spot-avoid-and-report-tech-support-scams  • Explanation of Sequence of Returns Risk (Investopedia): https://www.investopedia.com/terms/s/sequence-risk.asp  • CNBC Article on Nicolas Cage's Financial History: https://www.cnbc.com/2018/01/19/how- nicholas-cage-once-blew-his-entire-150-million-fortune.html • SEC on Avoiding Investment Fraud (including Ponzi Schemes): https://www.investor.gov/protect-your-investments/fraud/types-fraud/ponzi-scheme  • Video Clip: News Report on AI Voice Cloning Scams: https://youtu.be/pJZYd_65xs4?  si=nZ8l2vZ6JQvdAHIx   • Video Clip: Example of a Tech Support Scam: https://youtu.be/ltI7DXrNQCA? si=H_KQySbtfbcW2lCk  _______________________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered. The views expressed represent the opinion of Modern Wealth Management an SEC 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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