You Made the Money—Now What? Inside Today’s Retirement Anxiety

Three booming market years can make anyone feel invincible—until the ground shifts. On this episode, advisors Raj Shah and Rick Borek unpack what happens when portfolios stall, risk tolerance drops, and retirement gets real. They discuss market rotation, dialing back concentrated positions, building reliable income streams, planning around Social Security uncertainty, political noise, and taxes, including Roth conversions. It’s a candid conversation about balance, predictability, and preparing for retirement without reacting to headlines.

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.