Best Raj Shah Podcasts (2025)

1
Why You Shouldn't DIY a Roth Conversion 8:19

11d 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 Adv…

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

18d 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 ti…

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

25d 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 se…

1
Tax Traps That Could Derail Your Retirement 8:16

1M 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 consultati…

1
Can Your Diversify Your 401k? 7:41

1M 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 t…

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

2M 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…

1
Milestone Ages in Retirement 9:37

2M 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 …

1
A Deep Dive into Annuities 7:32

2M 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 consultati…

1
Important Age Milestones in Retirement 9:37

2M 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, retirem…

1
Abhay Parasnis on Creating Moats, AI Strategy, and Selling to Enterprise 47:45

2M ago47:45

47:45

Abhay Parasnis is founder and CEO of Typeface, is former CTO/CPO at Adobe, and sits on the board of Dropbox and Schneider Electric. He joined Ben Casnocha, co-founder and partner at Village Global, for a live masterclass for Village Global founders. Takeaways: If you can break into the top tier of the enterprise market, it’s hard to dislodge you. B…

1
How to Calculate Your Retirement Plan 8:22

2M 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 consultat…

1
Fundraising in AI with Aaron Harris 46:26

3M ago46:26

46:26

Aaron Harris was a partner at YC for 7.5 years where he funded Deel, OpenSea, Scale AI, Rappi, Lattice, and others. He also built YC's Series A program where he worked with founders on over 200 Series As and Bs that raised in excess of $3B in capital. He joined Sam Kirschner, VP at Village Global, to give Village Global founders helpful tips on fun…

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

3M 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 mo…

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

3M 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 …

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

3M 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, retireme…

1
Managing Annuities with Changing Interest Rates 7:28

3M 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: scwealthadvis…

1
Hiring Technical Talent with Kathy Copic and Lindsay Pettingill 57:37

4M ago57:37

57:37

Kathy Copic is founder of Fieldwork Partners, where she works closely with early stage companies on scoping technical projects, getting early ML models into production, and helping them hire. She was interviewed by Lindsay Pettingill, Investment Partner at Village Global, during this masterclass for Village Global founders. Takeaways: Maintain at l…

1
Breaking Down Retirement Myths 5:50

4M 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…

1
2025 Retirement Resolutions 6:41

4M 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…

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

4M 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 ensu…

1
Why Roth Conversions Are On the Rise 7:12

4M 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 We…

1
Eynat Guez of Papaya Global on Mastering Enterprise Sales and Building Long-Term Partnerships 55:36

4M ago55:36

55:36

Eynat Guez, founder and CEO of Papaya Global, was interviewed by Ben Casnocha, co-founder and partner at Village Global, during this masterclass for Village Global founders. Takeaways: Show up to key meetings as the founder or executive team — don’t just send the sales team. It signals to the client that you’re personally invested and committed to …

1
Roth Conversions are on the Rise 7:12

5M 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, person…

1
You Need to Spend Your Retirement Savings 7:51

5M 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…

1
If Retirement Was Your Thanksgiving Dinner 8:02

5M 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 …

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

6M 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 sched…

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

6M 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 …

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

6M 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, t…

1
Auren Hoffman and Ben Casnocha on Career Strategy, Undiscovered Talent, Networks, and more 58:01

6M ago58:01

58:01

Auren Hoffman, CEO of SafeGraph and GP of Flex Capital, interviewed Ben Casnocha, Village Global co-founder and partner, on Auren's World of DaaS podcast. They are longtime friends and had a wide-ranging discussion on career strategy, evaluating founders, serendipity, wealth, and much more. We've cross-posted that conversation here. Highlights: The…

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

6M 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 Adviso…

1
Howie Liu on Airtable's Early Days, Scaling, and AI 1:01:18

6M ago1:01:18

1:01:18

Howie Liu, founder and CEO of Airtable, was interviewed by Village Global co-founder and partner Ben Casnocha live in downtown San Francisco in front of an audience of Village Global founders and friends of the firm. Highlights: - Embracing discomfort is part of the founder's journey. Learning to tolerate and even appreciate this discomfort is impo…

1
Navigating Retirement: Risks and Strategies 6:25

6M 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 i…

1
Keeping Up with Inflation in Retirement 7:21

7M 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 fin…

1
Planning for the Unexpected in Retirement 7:21

7M 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 t…

1
Maximizing Your Social Security Benefits 5:52

7M 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 R…

1
The Risks of Early Social Security Claims 8:06

8M 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 Adv…

1
The Impact of Inflation on Retirement Plans 6:26

8M 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 pr…

1
The Solvency Crisis of Social Security 7:33

8M 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 …

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

8M 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 w…

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

9M 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…

1
Guillermo Rauch on AI, Scaling Vercel, and The Future of Web Apps 56:11

9M ago56:11

56:11

Guillermo Rauch is founder and CEO of Vercel, a company that provides the developer tools and cloud infrastructure to build, scale, and secure a faster, more personalized web. He was interviewed by Ben Casnocha, co-founder and general partner at Village Global, an early stage venture capital firm backed by some of the world’s most successful entrep…

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

9M 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 Ric…

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

9M 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 Advis…

1
The Importance of a Blended Investment Strategy 6:25

9M 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: sc…

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

9M 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 managem…

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

10M 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, persona…

1
The Importance of Tax Technicalities 6:30

10M 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 manageme…

1
Understanding Conflicting Advice on Social Security 6:22

10M 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…

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

11M 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 Bor…

1
Encore: Secrets of Public Speaking and Oral Communication from Renowned Speaking Coach 42:20

11M ago42:20

42:20

Michael Balaoing, founder of Candlelion, joins Village Global co-founder and partner Ben Casnocha on this episode to discuss: - The importance of the acronym WTF (what’s the feeling?) when you’re giving a presentation. - The four roles that you take on as a speaker: captain, pilot, guide, and game show host. - The five questions to ask when seeking…

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Raj Shah Podcasts

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