 

Raj Shah and Rick Borek discuss the importance of a mid-year check-in with an advisor and the harms of leaving a portfolio on cruise control. Raj and Rick comment on the Newark Airport mishaps and how old technology played into the mess. Then they relate that to having an outdated retirement plan that is not getting the most bang for someone and that also could be saddled with huge fees. Raj and Rick explain the SC Wealth Second Look and how they can help see if someone’s plan is pointed to that person’s best interests.

 

If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494.

Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ .

And connect with SC Wealth Advisors on social media:

Facebook

YouTube

LinkedIn

&nbsp;
Raj Shah and Rick Borek discuss the importance of a mid-year check-in with an advisor and the harms of leaving a portfolio on cruise control. Raj and Rick comment on the Newark Airport mishaps and how old technology played into the mess. Then they relate that to having an outdated retirement plan that is not getting the most bang for someone and that also could be saddled with huge fees. Raj and Rick explain the SC Wealth Second Look and how they can help see if someone&rsquo;s plan is pointed to that person&rsquo;s best interests.
&nbsp;
If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the &ldquo;SC Wealth Second Look&rdquo; with Raj and Rick, as they help you craft a comprehensive plan for your retirement: <a href="https://calendly.com/scwealthadvisors?primary_color=0d6bed">click here</a> or call 312-345-5494.
Hear &ldquo;Unleash Your Wealth&rdquo; every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly &ldquo;Unleash Your Wealth&rdquo; podcast on Apple, Spotify, and here: <a href="https://scwealthadvisors.com/media/">https://scwealthadvisors.com/media/</a> .
And connect with SC Wealth Advisors on social media:
<a href="https://www.facebook.com/scwealthadvisors">Facebook</a>
<a href="https://www.youtube.com/@scwealthadvisors8954">YouTube</a>
<a href="https://www.linkedin.com/in/rajan-shah-2a984454/">LinkedIn</a>

“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

Follow on Facebook, LinkedIn, and Twitter!

“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 <a href="https://scwealthadvisors.com">https://scwealthadvisors.com</a>
Follow on <a href="https://www.facebook.com/scwealthadvisors/">Facebook</a>, <a href="https://www.linkedin.com/in/rajan-shah-2a984454/">LinkedIn</a>, and <a href="https://twitter.com/SRRadioShow">Twitter</a>!

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.