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

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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 
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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.