What happens when three straight years of market gains collide with retirees’ growing worries? On this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek break down why so many near‑retirees are rethinking risk, income needs, and portfolio structure heading into 2026. From blended strategies that balance protection with growth to navigating Social Security, pensions, and spousal income gaps, they walk through real scenarios that highlight how financial planning shifts as retirement nears. A clear, practical conversation designed to help listeners better understand the moving parts of their own long‑term plan.

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.