Unleash Your Wealth
Unleash Your Wealth
Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He has been practicing income planning for more than 15 years. He focuses on wealth management and retirement strategies. “Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor.Social links:
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Protecting Gains While Staying in the Market
Markets keep climbing, but many near retirement are asking what happens when they don’t. In this episode, Raj Shah and Rick Borek discuss how investors in the retirement “red zone” are balancing growth with protection as markets hit new highs. They explore strategies that combine market participati…
15:26Clean
What Happens to Your Income When the Market Drops
Are you relying on a quick online calculator to tell you you’re ready for retirement? On this episode, Raj Shah and Rick Borek talks about why many pre-retirees and retirees are seeking a second set of eyes on their financial picture. The discussion explores the gap between investment-only approach…
16:22Clean
Why Near-Retirees Are Rethinking Risk in Today’s Market
Market swings, inflation, and global uncertainty are making many near-retirees uneasy about the savings they’ve worked decades to build. On this episode, Raj Shah and Rick Borek discuss why retirement plans must account for volatility—and how today’s high fixed-income rates are reshaping income str…
14:27Clean
How Much Cash Is Too Much? Rethinking Emergency Funds
How much cash do you really need when markets turn volatile—and is the usual advice missing important context? On this episode, Raj Shah and Rick Borek break down emergency funds, income planning, and why retirement decisions aren’t one-size-fits-all. The conversation covers market cycles, balancin…
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The Hidden Risk of Leaving Old 401(k)s Behind
What should you really do with an old 401(k) after leaving your job—and why do so many people overlook it? On this episode, Raj Shah and Rick Borek break down the common mistakes retirees make with former employer plans, including leaving accounts unmanaged or cashing out too soon. They explore rol…
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When Headlines Hijack Your Retirement Plan
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…
17:30Clean
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, buildin…
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When Market Volatility Meets Retirement Reality
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 …
16:48Clean
When Market Noise Meets Retirement Reality
Market headlines are loud, but uncertainty is louder when retirement is on the line. On this episode, Raj Shah and Rick Borek break down why investors are craving predictability in volatile markets, from whipsaw stocks to geopolitical risk. They discuss blending growth with guaranteed income, how f…
16:28Clean
Estate Planning Isn’t Just for the Wealthy—Here’s Why
What happens when aging parents never put their financial wishes in writing? On this episode, Raj Shah and Rick Borek discuss why estate planning isn’t just for the wealthy and how overlooked details can create tax consequences, income gaps, and stress for families. Through a real client story, the…
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