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Market volatility and making decisions that aren’t emotional

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Manage episode 482552336 series 3561340
Content provided by Impact Partnership and Raj Shah. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Raj Shah or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Raj Shah and Rick Borek, alongside new co-host Doug Turnbull, 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.

  continue reading

123 episodes

Artwork
iconShare
 
Manage episode 482552336 series 3561340
Content provided by Impact Partnership and Raj Shah. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Raj Shah or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Raj Shah and Rick Borek, alongside new co-host Doug Turnbull, 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.

  continue reading

123 episodes

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