Sep 3, 2026
Discover 5 wealth protection strategies that could possibly defend your nest egg against crashes, taxes, and inflation.
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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: Questions@modwm.com
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/
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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.