Unleash Your Wealth Podcast Por Raj Shah arte de portada

Unleash Your Wealth

Unleash Your Wealth

De: Raj Shah
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“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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2026 Raj Shah
Economía Finanzas Personales
Episodios
  • When Headlines Hijack Your Retirement Plan
    Apr 14 2026

    Markets are swinging, headlines are loud, and many investors are reacting instead of planning. On this episode, Raj Shah and Rick Borek break down why market volatility, political noise, and sudden world events can derail retirement plans—and what to do instead. The conversation focuses on building an all‑weather financial strategy, protecting gains as portfolios grow, preparing in the critical years leading up to retirement, and balancing growth with stability. It’s a grounded discussion on planning through uncertainty without chasing 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.

    Más Menos
    18 m
  • You Made the Money—Now What? Inside Today’s Retirement Anxiety
    Apr 7 2026

    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.

    Más Menos
    18 m
  • When Market Volatility Meets Retirement Reality
    Mar 31 2026

    What happens when market swings collide with retirement reality? On this episode, Raj Shah and Rick Borek break down why volatility feels different when you’re close to retirement—and why moving everything to cash isn’t the answer. They explore predictable income, portfolio balance, and strategies designed to reduce stress when markets turn choppy. From guarding against major downturns to understanding Roth IRA conversions and guaranteed income streams, the conversation centers on aligning your money with how you actually want to live in retirement—calmly, confidently, and without watching the market every day.

    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.

    Más Menos
    17 m
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