Important Age Milestones In Retirement Unleash Your Wealth podcast

18:50

On this episode of the Unleash Your Wealth Podcast, Raj and Rick discuss the current market volatility and its implications for tax strategies, particularly focusing on Roth IRA conversions. They emphasize the importance of having a structured retirement plan to minimize taxes and ensure financial stability. The conversation also touches on the lasting impact of the 2008 financial crisis on retirement planning, the necessity of understanding income needs in retirement, and the challenges posed by the future of Social Security. They advocate for seeking expert financial advice to navigate these complexities and secure a comfortable retirement. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

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Avoiding “dog bites” of taxes to retirement accounts 8:02

15 days ago8:02

8:02

In this episode of the Unleash Your Wealth podcast, the team from SC Wealth Advisors discusses critical aspects of retirement planning, focusing on tax strategies, the implications of Required Minimum Distributions (RMDs), and the benefits of Roth IRA conversions. They emphasize the importance of understanding how taxes will affect retirement accounts and the need for strategic planning to minimize tax liabilities. The conversation highlights the role of fiduciary advisors in helping clients navigate these complexities and make informed decisions about their financial futures. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
The ins and outs of annuities and how there can be too much of a good thing 11:46

22 days ago11:46

11:46

Raj Shah and Rick Borek of SC Wealth Advisors discuss annuities and how they can work as a risk buffer. They comment on a Barron’s Roundtable discussion on the issue and share how listeners should be wary of anyone that is either only offering annuities and selling them hard or of anyone who is absolutely against the retirement tool. They also discuss how they do complimentary annuity x-rays to see if people have the right kind of annuity and how people should re-fi annuities now, while the rates are still high. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedIn See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

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What a SC Wealth Second Look is and the hours spent doing it 13:02

29 days ago13:02

13:02

Raj Shah and Rick Borek of SC Wealth Advisors go in-depth in discussing what their complimentary portfolio analysis – the SC Wealth Second Look. Raj and Rick share how they pour hours into each analysis and give people back a 40-50 page reading on their retirement plan’s vitals. They discuss the importance of doing this from time to time and how plans should never just be left as is, because conditions and tools change. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedIn See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

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Finfluencers - Check with Your Advisor Before Believing the Latest Trend 11:39

5 weeks ago11:39

11:39

Raj Shah and Rick Borek of SC Wealth Advisors discuss the growing trend of financial influencers – finfluencers – and why people can be easily misled. They explain how many people online may be getting paid to offer one product and have little to no background in doing so and are getting a commission for offering it. Raj and Rick then share how they have access to a multitude of products and strategies and can tailor those to a specific plan, whereas online advice is often very generic and not right for every person. And they stress to check with an advisor first before committing to something from a random person. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedIn See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

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Annuities & Longevity Risk, Explaining different powers of attorney 11:17

6 weeks ago11:17

11:17

Raj Shah and Rick Borek discuss a tool in annuities that people may misunderstand and how to maintain a retirement income with less risk. They also talk about Sharon Stone being stolen from and what different types of powers of attorney have the ability to do. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedIn See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Getting a Second Look at that 80s or 90s Portfolio 12:03

7 weeks ago12:03

12:03

Raj Shah and Rick Borek discuss the importance of a mid-year check-in with an advisor and the harms of leaving a portfolio on cruise control. Raj and Rick comment on the Newark Airport mishaps and how old technology played into the mess. Then they relate that to having an outdated retirement plan that is not getting the most bang for someone and that also could be saddled with huge fees. Raj and Rick explain the SC Wealth Second Look and how they can help see if someone’s plan is pointed to that person’s best interests. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedIn See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

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Raj Shah interviews Chicago’s own Bill Murray 8:17

8 weeks ago8:17

8:17

Raj Shah had the opportunity to talk finances and more with comic legend Bill Murray. Two Chicago boys talk shop. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedIn See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Why People Need to Schedule Mid Year Check-Ins 8:18

9 weeks ago8:18

8:18

Raj Shah and Rick Borek talk about the impending summer travel season and how easily people can let things slide. Raj and Rick explain why checking in with an advisor in the mid-year, or getting a second look at a portfolio from SC Wealth Advisors, is crucial. They share about the different tweaks to strategies, tax-efficient moves, and growing hidden fees that people can miss without repeated maintenance. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedIn See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Market volatility and making decisions that aren’t emotional 10:14

10 weeks ago10:14

10:14

Raj Shah and Rick Borek discuss the ups and downs of the stock market and the questions clients have been asking at SC Wealth Advisors. Raj and Rick explain how proper retirement plans need to account for off years. They also talk about risk tolerance and how they gauge it and how, over time, the market is generally up. Then they share how their shared over 55 years of experience helps them make informed, objective decisions on behalf of their clients. For more information or to schedule a complimentary second look at your portfolio with SC Wealth Advisors, visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Recession Worries 7:58

11 weeks ago7:58

7:58

In this conversation, the speakers discuss the current economic outlook, particularly the potential for a recession and its implications for retirement planning. They emphasize the importance of portfolio management in uncertain times, highlighting the risks posed by inflation and the need for guaranteed income streams to ensure financial stability in retirement. The discussion also covers strategies for maximizing income and preparing for unexpected economic events, ultimately aiming to enhance the quality of life for retirees. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

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Why You Shouldn't DIY a Roth Conversion 8:19

13 weeks ago8:19

8:19

Raj and Rick get into the intricacies of Roth conversions, emphasizing the importance of working with a financial advisor to navigate tax implications effectively. They highlight the optimal timing for conversions, particularly during the transition from employment to retirement. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
How Raj and Rick Prepared Clients for the Current Volatility 7:09

14 weeks ago7:09

7:09

Raj and Rick focus on the challenges and strategies for managing investments in the face of market uncertainty, particularly due to tariffs and inflation. They go over the need for a balanced approach to portfolio management, especially for those nearing retirement, and highlights the importance of guaranteed income streams in uncertain economic times. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Is Your Retirement Plan Missing This Key Element?" 7:37

15 weeks ago7:37

7:37

Retirement planning is crucial for ensuring a stable future. Learn how NFL legend Ozzie Newsome's smart strategies for creating multiple income streams through pensions and annuities can provide guaranteed monthly income. Discover why now is the best time to consider high-interest rate annuities to secure your financial stability and how you can set up a reliable income stream for the next phase of your life. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Tax Traps That Could Derail Your Retirement 8:16

16 weeks ago8:16

8:16

Raj Shah and Rick Borek highlight the importance of understanding tax traps, particularly regarding Roth IRA conversions and strategic tax planning to minimize tax burdens in retirement. They emphasize the need for proactive financial strategies to ensure long-term benefits and avoid costly mistakes. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Can Your Diversify Your 401k? 7:41

17 weeks ago7:41

7:41

Raj Shah and Rick Borek explain the intricacies of managing 401k accounts, emphasizing the importance of understanding one's holdings and the potential for over-concentration in tech stocks. They discuss the benefits of in-service rollovers for individuals over 59 and a half, allowing them to diversify their investments beyond the limited options typically available in a 401k. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
How Would Higher Interest Rates Affect Your Retirement? 6:56

18 weeks ago6:56

6:56

Raj Shah and Rick Borek talk about current volatility of the stock market and the Federal Reserve's uncertain policies regarding interest rates. They discuss the importance of retirement planning, particularly in a high-interest environment, and discusses strategies for risk mitigation and portfolio management. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Milestone Ages in Retirement 9:37

19 weeks ago9:37

9:37

Raj and Rick explore key milestone ages in retirement planning, including catch-up contributions, social security benefits, Medicare enrollment, and required minimum distributions. They emphasize the importance of understanding these ages to optimize retirement savings and benefits. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
A Deep Dive into Annuities 7:32

20 weeks ago7:32

7:32

Raj Shah and Rick Borek explain the importance of understanding annuities, their benefits, and the necessity of regular reviews to ensure optimal financial outcomes. They emphasize the need for clients to be aware of their financial products and the potential for better options in the current market. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Important Age Milestones in Retirement 9:37

21 weeks ago9:37

9:37

Raj and Rick explore key milestone ages in retirement planning, including catch-up contributions, Social Security benefits, Medicare enrollment, and Required Minimum Distributions (RMDs). For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
How to Calculate Your Retirement Plan 8:22

22 weeks ago8:22

8:22

Raj Shah and Rick Borek discuss the complexities of retirement planning, emphasizing that there is no one-size-fits-all answer to how much one needs to save for retirement. They highlight the importance of understanding individual spending habits, potential future expenses, and various income sources. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Should You Worry About the Inverted Yield Curve? 6:22

23 weeks ago6:22

6:22

Rah Shah and Rick Borek explain the Inverted Yield curve and whether we should worried or not about what it indicates. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Is it Smart to Take Social Security Early and Invest the Money? 6:00

24 weeks ago6:00

6:00

Raj Shah and Rick Borek explain the complexities of claiming Social Security benefits early versus delaying them for higher payouts. It discusses the implications for surviving spouses, the risks of investing early benefits, and the importance of understanding the long-term financial impact of these decisions. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
How Higher Interest Rates Affect Your Retirement Plan 5:52

25 weeks ago5:52

5:52

Raj Shah and Rick Borek focus on the implications of current interest rates on retirement planning, emphasizing the importance of fixed income investments in a high-interest environment. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Managing Annuities with Changing Interest Rates 7:28

26 weeks ago7:28

7:28

Raj Shah and Rick Borek focus on the current landscape of interest rates and the role of annuities in retirement planning. They discuss how individuals can secure guaranteed income through annuities, especially in a fluctuating interest rate environment. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Breaking Down Retirement Myths 5:50

27 weeks ago5:50

5:50

Raj Shah and Rick Borek explore the misconceptions surrounding retirement planning, using the humorous analogy of chocolate milk to highlight the prevalence of misinformation. They discuss the dangers of relying on the 4% withdrawal rule and the misguided belief in an 8% withdrawal strategy, emphasizing the need for a diversified income approach in retirement. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
2025 Retirement Resolutions 6:41

28 weeks ago6:41

6:41

Raj Shah and Rick Borek discuss the importance of setting retirement resolutions as the new year begins. They emphasize the need for financial security and the common concerns people have about their retirement plans. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
What To Do 3-5 Years Before Retirement 9:14

29 weeks ago9:14

9:14

Raj Shah and Rick Borek address the alarming state of retirement savings in America, highlighting that a significant percentage of individuals feel unprepared for retirement. They discuss strategies for maximizing retirement contributions, the importance of creating guaranteed income streams, and the need for personalized financial planning to ensure a secure retirement. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Why Roth Conversions Are On the Rise 7:12

30 weeks ago7:12

7:12

Raj Shah and Rick Borek focus on the increasing trend of Roth conversions as a strategic financial move for retirement planning. They emphasize the need for careful planning and understanding of personal financial situations to maximize tax savings and ensure a tax-free legacy for heirs. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Roth Conversions are on the Rise 7:12

32 weeks ago7:12

7:12

Raj Shah and Rick Borek discuss the increasing trend of Roth conversions as a strategy for retirement planning, particularly considering potential changes to tax laws. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
You Need to Spend Your Retirement Savings 7:51

33 weeks ago7:51

7:51

Raj Shah and Rick Borek discuss a couple's differing views on spending their retirement savings. The husband prefers to live solely on Social Security, while the wife wants to enjoy their savings. Raj and Rick highlight the importance of financial planning, understanding spending capabilities, and the need for confidence in retirement spending. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
If Retirement Was Your Thanksgiving Dinner 8:02

34 weeks ago8:02

8:02

Raj Shah and Rick Borek compare the elements of a Thanksgiving dinner to essential components of a retirement plan, emphasizing the need for a stable income source. They highlight the benefits of fixed index annuities in the current high-interest rate environment, addressing common misconceptions and the importance of understanding different types of annuities. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Dealing with Layoffs and Having a Backup Retirement Plan 9:53

35 weeks ago9:53

9:53

Raj Shah and Rick Borek stress the importance of financial planning in the face of potential layoffs and the necessity of estate planning to safeguard one's legacy. They emphasize the need for individuals, especially those nearing retirement, to understand their financial situation and prepare for unexpected events. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Tax Strategies and the Potential Extension of the Trump Tax Cuts 8:02

36 weeks ago8:02

8:02

Raj Shah and Rick Borek get into the upcoming changes in tax brackets and standard deductions set by the IRS for the 2025 tax year, emphasizing the importance of strategic tax planning to maximize savings. It highlights the potential expiration of the 2017 Trump tax cuts and the implications for retirement planning, particularly regarding Roth IRA conversions and capital gains. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
What You Need to Know About Social Security Changes 6:14

37 weeks ago6:14

6:14

Raj Shah and Rick Borek delve into the recent adjustments in Social Security benefits, highlighting the impact of inflation on retirees' purchasing power. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Investing Smart: Beyond the 401(k) 7:37

38 weeks ago7:37

7:37

Raj Shah and Rick Borek discuss 401(k) plans and the advantages of IRAs and Roth IRAs. They emphasize limitations of 401(k) plans and the benefits of having more control over investments through IRAs, as well as the significant tax advantages of utilizing Roth 401(k) accounts. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Navigating Retirement: Risks and Strategies 6:25

39 weeks ago6:25

6:25

Raj Shah and Rick Borek discuss the critical aspects of retirement planning, emphasizing the importance of understanding financial risks, stress testing portfolios, and the value of personalized financial advice. They talk about how working longer can reduce the risk of running out of money and how a comprehensive financial plan can significantly improve retirement success probabilities. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Keeping Up with Inflation in Retirement 7:21

41 weeks ago7:21

7:21

Rah Shah and Rick Borek emphasize the importance of structuring retirement portfolios to not only keep pace with inflation but also to ensure sustainable income. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Planning for the Unexpected in Retirement 7:21

42 weeks ago7:21

7:21

Raj Shah and Rick Borek explain the complexities of retirement planning, highlighting the importance of proactive financial strategies in light of unexpected events such as health issues or job layoffs. They emphasize the need for individuals to create a robust financial plan that allows for flexibility and security in retirement, particularly in the face of technological advancements like AI that may impact job stability. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Maximizing Your Social Security Benefits 5:52

43 weeks ago5:52

5:52

Raj Shah and Rick Borek focus on the importance of understanding Social Security benefits and the strategies to maximize them. They cover misconceptions about taking Social Security early and the emotional factors that influence decision-making. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
The Risks of Early Social Security Claims 8:06

44 weeks ago8:06

8:06

Raj Shah and Rick Borek delve into the complexities of Social Security, particularly the implications of claiming benefits early versus delaying them. They emphasize the importance of strategic planning in retirement to mitigate potential losses due to benefit cuts and inflation. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
The Impact of Inflation on Retirement Plans 6:26

45 weeks ago6:26

6:26

Raj Shah and Rick Borek explain that it's important for retirees to understand the impact of inflation on their retirement plans and make adjustments accordingly. High inflation rates can significantly reduce the success rate of retirement portfolios. They explain that retirees should consider saving more and securing consistent income to offset price increases. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
The Solvency Crisis of Social Security 7:33

46 weeks ago7:33

7:33

Raj Shah and Rick Borek discuss how Social Security is facing a solvency crisis within the next 10 years, and one option to fix it is to raise the full retirement age. This would add funding to Social Security but also result in fewer years of payments for retirees. They explain that planning for a potential decrease in Social Security benefits is important, and putting away a lump sum of money can guarantee additional income in retirement. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Opportunity to Lock in High Yields on Longer-Term Treasuries 7:29

47 weeks ago7:29

7:29

Raj Shah and Rick Borek discuss the potential rate cuts by the Fed and its impact on fixed income investments. They emphasize the opportunity to lock in high yields on longer-term treasuries before rates go down. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Taking Advantage of Current Tax Benefits and Exclusions 6:45

48 weeks ago6:45

6:45

Raj Shah and Rick Borek explain how important it is to address tax planning in retirement, including factors such as selling a home, annuities, Roth IRA conversions, IRA contributions, required minimum distributions, tax loss harvesting, and taxation of Social Security benefits. They believe timing is crucial when it comes to selling investments or assets to take advantage of stepped-up basis and minimize tax liabilities. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
How Can Hiring a Financial Advisor Can Benefit Retirement 7:26

49 weeks ago7:26

7:26

Raj Shah and Rick Borek explain how hiring a financial advisor can provide value beyond portfolio management. They can help with estate planning, tax planning, social security planning, and creating a comprehensive financial plan. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
The Importance of an All-Weather Plan 8:15

50 weeks ago8:15

8:15

Raj Shah and Rick Borek discuss the importance of reviewing and optimizing existing portfolios, ensuring guaranteed income for retirement, and the benefits of in-service rollovers. They also emphasize the need to avoid making investment decisions based on political predictions. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
The Importance of a Blended Investment Strategy 6:25

51 weeks ago6:25

6:25

Raj Shah and Rick Borek discuss the stock market and whether historical trends can be relied upon for accurate predictions. They emphasize the importance of having a blended investment strategy and a portfolio that is structured to protect against potential losses. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Common Mistakes with 401(k) Contributions 6:57

1 year ago6:57

6:57

Raj Shah and Rick Borek break down the biggest people can make with their 401(k)s. They mention only contributing minimums, not taking advantage of Roth, and Target Date Funds are something to avoid. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Important Things to Know About Social Security This Year 6:22

1 year ago6:22

6:22

Raj Shah and Rick Borek discuss important things to know about Social Security this year, including changes in the COLA and the need for additional sources of income. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
The Importance of Tax Technicalities 6:30

1 year ago6:30

6:30

Raj Shah and Rick Borek explain the importance of being aware of regulations and requirements before entering into any investment or strategy. They also encourage you be aware of tax technicalities. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Understanding Conflicting Advice on Social Security 6:22

1 year ago6:22

6:22

Raj Shah and Rick Borek discuss conflicting advice when it comes to Social Security and the importance of considering various factors such as income limits, spousal benefits, taxes, and investment gains. They emphasize the need for a thorough analysis of individual circumstances and the potential impact on overall wealth. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
The Importance of a Balanced Approach to Investing 7:45

1 year ago7:45

7:45

Raj Shah and Rick Borek explain the performance of the Magnificent Seven stocks and the broadening of the stock market. They share the importance of a balanced approach to investing and not relying solely on past performance. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Demystifying Annuities: Understanding Guaranteed Income in Retirement 8:03

1 year ago8:03

8:03

Many people are nervous about running out of money in retirement, leading them to consider annuities as a source of guaranteed income. However, financial advisors often find that their clients are not interested in annuities, despite seeking safer portfolios and income protection. Raj Shah and Rick Borek explain how annuities provide contractual guaranteed income and can be suitable for some investors. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Having a Plan vs Simply Saving is Vital for Retirement Success 6:49

1 year ago6:49

6:49

Raj Shah and Rick Borek delve into the importance of retirement planning and the need for a comprehensive financial plan. They highlight the key factors that impact retirement, such as savings, expenses, taxes, medical costs, and long-term care. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
The Benefits of Roth IRA Conversions in Retirement Planning 7:30

1 year ago7:30

7:30

Raj Shah and Rick Borek discuss strategies to limit tax bills in retirement and maximize retirement income. They emphasize the importance of examining the entire financial situation, including retirement accounts and after-tax accounts, to find opportunities to save on income taxes. Raj and Rick go into the benefits of coordinating IRA and 401k distributions with Social Security payments and minimizing tax liability. The potential advantages of Roth IRA conversions are discussed, highlighting the long-term benefits and the opportunity to have tax-free withdrawals in the future. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
What can we do now to prepare for changes in Social Security? 6:06

1 year ago6:06

6:06

We're hearing warnings that Social Security will need to make some changes in the next 10 or so years. Raj Shah and Rick Borek have come up with strategies to help their clients hedge against benefit cuts. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
How to choose a financial advisor to facilitate your retirement plan 6:17

1 year ago6:17

6:17

It can be extremely difficult to know who to trust when it comes to your retirement savings. Raj Shah and Rick Borek break down what your financial advisor should and should not be doing when it comes to your financial future. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Are you saving too much for retirement? 5:53

1 year ago5:53

5:53

There is a lot of general advice out there on what 'magic number' you should save for retirement. Raj Shah and Rick Borek explain why some people might be saving too much, and how you can find out what your target number should actually be. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
You need to plan ahead for taxes in retirement 7:19

1 year ago7:19

7:19

Raj Shah and Rick Borek explain why it's imperative that you have a tax strategy going into retirement and how they help their clients at SC Wealth Advisors. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
If you stay in the market can you also reduce risk? 7:06

1 year ago7:06

7:06

A lot of people want to reduce risk while staying in the stock market. Rah Shah and Rick Borek explain how they help their clients achieve a comfortable and well-balanced portfolio. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
When should you move away from safe money in retirement? 5:14

1 year ago5:14

5:14

There are different times in your life that are more appropriate to take risk. Raj Shah and Rick Borek explain how they allocate their clients' portfolios properly. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
What you need to know about Social Security 6:38

1 year ago6:38

6:38

There are a lot of potential changes coming to Social Security. Raj Shah and Rick Borek explain what you should and what you shouldn't worry about. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Why having a tax strategy in retirement is a must! 7:15

1 year ago7:15

7:15

Tax planning could completely change your retirement plan. Raj Shah and Rick Borek break down the strategies they use with their clients to help them be as tax efficient as possible. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Retiring later in life is the new trend 6:47

1 year ago6:47

6:47

When you look at the numbers, people are retiring much later than the last few decades. Raj Shah and Rick Borek explain why that is and how you can decide when the best time is to retire. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
The benefits of a good tax strategy in retirement 7:15

1 year ago7:15

7:15

If left untouched, taxes could be the biggest expense you have in retirement. Raj Shah and Rick Borek explain what strategies they use for their clients to help keep them tax efficient. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Planning for taxes in retirement is very different than filing your tax each year return 7:16

1 year ago7:16

7:16

If you don't plan correctly, taxes in retirement could be a major expense. Raj Shah and Rick Borek explain how they help their clients be as tax efficient as possible. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
How should we handle a market correction? 6:32

1 year ago6:32

6:32

Are you ready for a market correction? Raj Shah and Rick Borek explain how they're preparing their clients in case it happens. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

1
Preparing for taxes in retirement 6:47

1 year ago6:47

6:47

If left untouched, taxes could be the biggest expense you face in retirement. Raj Shah and Rick Borek explain how they help their clients put together a tax strategy. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Should a 401k have a fixed component? 6:27

1 year ago6:27

6:27

Some companies are toying with the idea of adding a fixed component. Raj Shah and Rick Borek explain how this could change retirement planning for their clients. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Obstacles standing between you and retirement 9:11

1 year ago9:11

9:11

There are a few obstacles you need to keep an eye on as you prepare for retirement. Raj Shah and Rick Borek break down tax planning, longevity risk, and other issues you might run into. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
How to simulate your retirement 6:52

1 year ago6:52

6:52

One of the best ways to make sure you are headed for the retirement you want is to simulate the future. Raj Shah and Rick Borek explain how they help their clients through this process. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Transitioning into retirement could be a bumpy road 7:09

1 year ago7:09

7:09

Why do people have a hard time transitioning into retirement? Raj Shah and Rick Borek explain issues they've seen in their years of experience. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
What do we do if taxes go up in the future? 8:08

1 year ago8:08

8:08

Nobody has a crystal ball, but a lot of people believe that taxes will go up in the future. If that happens, Raj Shah and Rick Borek break down a few strategies they're using to be proactive with their clients. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
2024 interest rates could affect your retirement 4:21

2 years ago4:21

4:21

Your retirement plan could change depending on interest rates. Raj Shah and Rick Borek explain how to navigate the transition. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Avoid spending too much when you get into retirement 6:55

2 years ago6:55

6:55

Without a retirement budget, some people may get out of hand with spending at the start of retirement. Raj Shah and Rick Borek have a few strategies they use to help their clients stay structured. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Sneaky fees and transparency 5:53

2 years ago5:53

5:53

Hidden fees in retirement can take a bite out of your savings. Raj Shah and Rick Borek explain how they keep those fees efficient and transparent for their clients. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
How to plan for changes with Social Security 6:24

2 years ago6:24

6:24

Since we know changes are likely with Social Security, Raj Shah and Rick Borek have come up with strategies to get ahead of the game. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Can you lower taxes on your RMDs? 4:30

2 years ago4:30

4:30

Taxes could be one of your biggest expenses in retirement. Raj Shah and Rick Borek break down ways you could save on RMDs. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Optimizing after tax income in retirement 5:40

2 years ago5:40

5:40

If you don't have a tax strategy in place for retirement, Raj Shah and Rick Borek have a few things for you to think about. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Creating Multiple Income Streams In Retirement 5:59

2 years ago5:59

5:59

Having multiple streams of income in retirement is deal, but how do you accomplish that? Raj Shah and Rick Borek have a few ideas to get you started. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Tax planning during retirement 5:47

2 years ago5:47

5:47

There is a major difference between working with an advisor and planning your tax strategy versus letting taxes fall where they may. Raj Shah and Rick Borek explain how they help their clients plan their tax strategy in the most efficient manner. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
How can tax planning now help you in retirement? 5:47

2 years ago5:47

5:47

When it comes to tax planning in retirement, its better to start now. Raj Shah and Rick Borek explain how being proactive could pay off in a major way later down the road. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
New long term care options 7:52

2 years ago7:52

7:52

We're living longer, which means chances of needing long term care are going up as well. Raj Shah and Rick Borek explain new long term care options you could implemement into your retirement plan. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Why are you still working? 8:53

2 years ago8:53

8:53

If you could retire today, would you? Do you know if you could retire today? Raj Shah and Rick Borek explain how they help their clients potentially retire sooner than they expected. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Keep family from taking a tax hit 5:59

2 years ago5:59

5:59

If you're passing down your legacy, you want to make sure your family isn't hit with a huge tax bill. How is that possible? Raj Shah and Rick Borek have years of experience helping families make sure their legacy plan is efficient. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
Avoiding 401k mistakes 9:49

2 years ago9:49

9:49

There are multiple mistakes people make in retirement with their 401ks over and over again. Raj Shah and Rick Borek explain a few and how to avoid them. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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1
New rules for 401k catch up contributions 5:53

2 years ago5:53

5:53

The new rules for 401k catch up contributions have been put on hold. So what do we do in the meantime? Raj Shah and Rick Borek have a few strategies you could put in place now. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

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Why aren't Target Date Funds working? 4:12

2 years ago4:12

4:12

If you're using Target Date Funds are you happy with their performance? Raj Shah and Rick Borek explain why they might not be working as well as you would prefer. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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Could inflation have benefits? 11:04

2 years ago11:04

11:04

We've all been dealing with inflation and frustrated by it, but could it present opportunities? Raj Shah and Rick Borek explain how to take advantage of this economy. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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Planning for long term care 7:52

2 years ago7:52

7:52

One piece of retirement that gets overlooked, but could greatly affect your retirement is long term care. Raj Shah and Rick Borek have come up with a few ideas to solve that problem. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

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How will a correction affect your retirement? 6:49

2 years ago6:49

6:49

If we have a correction, how will it affect your retirement? Raj Shah and Rick Borek explain what to keep an eye out for and how to navigate a volatile market. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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What are our income options in retirement? 6:21

2 years ago6:21

6:21

Besides the stock market, do we have other options for income in retirement? Raj Shah and Rick Borek have a few strategies to consider. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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Avoiding a big mistake in retirement 6:36

2 years ago6:36

6:36

The closer you get you retirement, the less time you have to recover from mistakes. Raj Shah and Rick Borek explain one of the biggest issues people need to be aware of. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

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Early Retirement: What you need to know 9:57

2 years ago9:57

9:57

If you want to retire early, what are some things you need to keep in mind? Between the clients Raj Shah and Rick Borek have retired vicariously through over the years, they have a few pieces of advice on what to be aware of. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.…

Unleash Your Wealth

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Is it okay to cash out your 401k? 6:47

2 years ago6:47

6:47

Just because you have the option to cash out your 401k, should you? Raj Shah and Rick Borek express their opinions on what you should and shouldn't do with your retirement accounts. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com See omnystudio.com/listener for privacy information.…

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Planning for a tax increase 5:25

2 years ago5:25

5:25

Taxes could be the most expensive cost in retirement. Are you prepared for tax increases? Raj Shah and Rick Borek explain strategies and tools that could help you remain as tax efficient as possible. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com See omnystudio.com/listener for privacy information.…

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Is your retirement plan outdated? 7:39

2 years ago7:39

7:39

When is the last time you've updated your retirement plan? Raj Shah and Rick Borek of SC Wealth Advisors explain how new strategies could amplify your retirement. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com See omnystudio.com/listener for privacy information.…

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What's your tax burden? 9:30

2 years ago9:30

9:30

Are you aware of your tax burden in retirement? If not, Raj Shah and Rick Borek can help you put the picture together and how to form a strategy to be the most tax efficient in retirement. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com See omnystudio.com/listener for privacy information.…

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We have to talk about annuities 6:58

2 years ago6:58

6:58

Some financial advisors avoid talking about annuities, but why? Raj Shah and Rick Borek explain why they might avoid that conversation and why they insist on having it with their clients. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com See omnystudio.com/listener for privacy information.…

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Financial advice from Dad 5:51

2 years ago5:51

5:51

Raj Shah and Rick Borek reflect on financial lessons they learned from their fathers and how it impacts their careers today. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com See omnystudio.com/listener for privacy information.

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The disconnect between pre retirees and those in retirement 10:55

2 years ago10:55

10:55

It seems people getting ready for retirement have a different viewpoint than those actually in retirement. How do we understand and plan for the realities we will face? See omnystudio.com/listener for privacy information.

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How much of your retirement money should be in the market? 11:50

2 years ago11:50

11:50

Over the last 100 years, the market is up 73% of the time and down 27%. Why wouldn’t you want to play those odds? See omnystudio.com/listener for privacy information.

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How “Wisdom from Warren” Can Help 9:15

2 years ago9:15

9:15

Warren Buffet is famous for saying, “Just don’t lose money.” Today we look at what Warren says made him successful and what we can learn from it. See omnystudio.com/listener for privacy information.

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Learning About Retirement Planning From an NFL Quarterback 7:48

2 years ago7:48

7:48

There are so many stories of rich athletes that blow through their millions. We found a story about a current quarterback that seems to have his head on straight and thinking to the future. See omnystudio.com/listener for privacy information.

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Dialing back your stress about retirement 10:38

2 years ago10:38

10:38

A new survey says 70% of people are financially stressed right now and don’t trust the stock market. If that describes you, how do you position your money? See omnystudio.com/listener for privacy information.

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Writing a smaller check to the IRS in retirement, OR no check at all! 6:58

2 years ago6:58

6:58

We spend hours pouring over our taxes each year trying to write a smaller check to the IRS. How much planning are you putting into the check you may be writing while you are in retirement? See omnystudio.com/listener for privacy information.

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A new (and questionable) theory about retirement income 6:49

2 years ago6:49

6:49

A new idea for income in retirement. Take more when the market is good, cut back when the market is bad. Sounds simple, but does it work? See omnystudio.com/listener for privacy information.

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A new way to look at allocation 6:07

2 years ago6:07

6:07

What mix of stocks-to-bonds or risk-to-safety makes you feel comfortable? Raj and Rick look at an interesting new idea. See omnystudio.com/listener for privacy information.

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What can we learn from the recent bank failures? 8:22

2 years ago8:22

8:22

The recent failures of Silicon Valley Bank and Signature Bank will rattle your confidence in the banking system. What do we need to know and what is the main take away from this unfortunate event? See omnystudio.com/listener for privacy information.

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The upside of interest rates going up again 9:51

2 years ago9:51

9:51

The Fed keeps raising interest rates to fight inflation. It is adding volatility to the stock market, but it’s also adding a new option for retirement savers that they haven’t seen in almost 20 years. See omnystudio.com/listener for privacy information.

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Are you tired of watching your money bounce up and down? 7:27

2 years ago7:27

7:27

The headlines are calling for another market pullback. If you are getting close to retirement, how do you prepare? See omnystudio.com/listener for privacy information.

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Interest rates are up. Do you know where to go to take advantage of them? 11:42

2 years ago11:42

11:42

It’s been 20 years since interest rates have reached 5%, but here we are. What’s out there and how do you choose? See omnystudio.com/listener for privacy information.

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Is there a better choice in your 401(k) than a Target Date Fund? 5:49

2 years ago5:49

5:49

Target Date Funds were designed to move to less risk as you get toward retirement. Do they work or is there a better way to manage risk? See omnystudio.com/listener for privacy information.

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Is it possible to DIS-inherit Uncle Sam? 9:09

2 years ago9:09

9:09

03No one wants to work their whole life, send money down to their children and see a huge chunk of it go to Uncle Sam. How can you avoid it? See omnystudio.com/listener for privacy information.

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How to test if your retirement will be successful 10:46

2 years ago10:46

10:46

Do you have the right amount of risk-to-reward? Do you have a strategy for taxes, social security, and income? What are all the elements you need to go into retirement? See omnystudio.com/listener for privacy information.

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My retirement plan is simple, but is it complete? 6:36

2 years ago6:36

6:36

25% of people in a recent study said their plan is to sinmply just save as much as they can and file for social security. Is that enough? See omnystudio.com/listener for privacy information.

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How many holdings do you need to be truly diversified? 8:43

3 years ago8:43

8:43

Mom told you not to put all your eggs in one basket. It’s true with your financial accounts. But how many holdings do you need? Some say 30, others 200. What’s right for you? See omnystudio.com/listener for privacy information.

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What a fresh set of eyes can discover 10:41

3 years ago10:41

10:41

This is the time of year to look back and reflect. You should do the same with your retirement plan. Uncover what’s working and what isn’t. See omnystudio.com/listener for privacy information.

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A valuable lesson we can learn about retirement from the wealthy 5:52

3 years ago5:52

5:52

How will you be paid in retirement? Most of us will have Social Security and one other source. Can you build more pay checks in retirement? See omnystudio.com/listener for privacy information.

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No pension? No problem. 7:09

3 years ago7:09

7:09

Many of us will enter retirement without the security of a pension. How can you develop that monthly paycheck with a 401(k) or IRA? See omnystudio.com/listener for privacy information.

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Putting your 401(k) on auto pilot with Target Date Funds 6:33

3 years ago6:33

6:33

Target Date Funds are supposed to move to less risk as you get closer to your retirement date. Does the concept work and is it working in this market? See omnystudio.com/listener for privacy information.

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What may be the next market opportunity 5:40

3 years ago5:40

5:40

When inflation starts to wane, markets go up. Are we seeing any signs? See omnystudio.com/listener for privacy information.

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There’s a bull market somewhere, you just need to find it. 9:36

3 years ago9:36

9:36

Most of the major indexes are down for the year; so are bonds and many of the tech stocks. Historically when one area is down, there is another that is up. We talk about what’s working, and what’s not. See omnystudio.com/listener for privacy information.

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When your risk money and safe money are both losing 5:47

3 years ago5:47

5:47

You structure your retirement money so that when the market goes down you have a buffer of bonds. What are your options if that side of your portfolio is also losing money? See omnystudio.com/listener for privacy information.

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How much income will you need in retirement? 6:56

3 years ago6:56

6:56

Your house, car, and credit cards are all paid off, so you should be set for retirement, right? Not so fast. None of those things provide you INCOME in retirement. Ask yourself, how much will my retirement savings mean to me PER MONTH when I retire? See omnystudio.com/listener for privacy information.…

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The advantage of early planning 7:09

3 years ago7:09

7:09

Working with a financial advisor a few years before your retirement date gives you more options to fix past mistakes, income gaps, and to get you on track to achieve your goals. See omnystudio.com/listener for privacy information.

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The Fatal Flaw in retirement plans 5:32

3 years ago5:32

5:32

There are 3.27 trillion dollars invested in these “flawed” 401(k) funds. Are you a part of this group? See omnystudio.com/listener for privacy information.

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Ignoring the financial noise 7:23

3 years ago7:23

7:23

There are many opinions on whether we are at the beginning, the middle, or near the end of a recession. Who should you believe and how should it affect your planning? See omnystudio.com/listener for privacy information.

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Is the 60/40 stock-to-bond portfolio still viable? 5:42

3 years ago5:42

5:42

Wall Street has held up the 60/40 mix of stocks-to-bonds as a model portfolio. But that allocation on average has lost 15-20% this year. Is it just a bad year, or is 60/40 no longer a good option? See omnystudio.com/listener for privacy information.

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Market turmoil. Where’s the bottom? 9:05

3 years ago9:05

9:05

Managing your retirement money seems easy when the market is going up. But all that has changed. How do you protect your life savings in a falling market and an economy that may be headed for a recession? See omnystudio.com/listener for privacy information.

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Has this market bottomed out yet? 7:09

3 years ago7:09