Скачать или смотреть He Rolled Over Our 401k for an Online “Advisor” and We Lost Everything

For 40 years we did everything right—pension, 401k, IRA, Social Security planning.

Then my husband met an online “financial advisor” who convinced him to roll over our 401k into a self-directed IRA, change our Social Security deposit, and “invest” in a secret strategy. The result: total financial collapse—and a marriage held together by glue and prayer.

This episode of Retirement Horror Stories isn’t about greed. It’s about how fear, secrecy, and a predatory “expert” can turn a responsible retirement plan into a nightmare—from unauthorized withdrawals and forged spousal consent to a near-miss on our pension.

What you’ll learn (please share this with your family):
• The red flags of online advisor scams and romance/affinity fraud
• Why “self-directed IRA” + mystery deals often = no oversight, high fraud risk
• The “two-key rule” for couples: no rollovers or withdrawals without both signatures
• How to lock down money flows: third-party custodians, direct brokerage statements, and account alerts
• How to protect benefits: create/monitor your mySocialSecurity account; never delegate login
• Verify every advisor in 5 minutes: FINRA BrokerCheck
• If you’re targeted: call your custodian immediately to attempt a wire recall, file with IC3.gov, FTC, state securities regulator, and your local police

If this reminds you of a parent, neighbor, or friend—send it to them today. Predators count on our silence. We won’t give it to them.

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For entertainment purposes only. This video does not provide financial, legal, or tax advice.

#RetirementPlanning #FinancialScams #ElderFinancialAbuse