73 episodes
Unleash Your Wealth Raj Shah
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- Business
“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients!
Learn more about Raj and his team at https://scwealthadvisors.com
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You need to plan ahead for taxes in retirement
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.
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If you stay in the market can you also reduce risk?
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. -
When should you move away from safe money in retirement?
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. -
What you need to know about Social Security
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. -
Why having a tax strategy in retirement is a must!
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. -
Retiring later in life is the new trend
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.