If you don't plan correctly, taxes in retirement could be a major expense. Raj Shah and Rick Borek explain how they help their clients be as tax efficient as possible. 

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. 

If you don't plan correctly, taxes in retirement could be a major expense. Raj Shah and Rick Borek explain how they help their clients be as tax efficient as possible. 
For more information or to schedule a consultation with SC Wealth Advisors visit: <a href="https://scwealthadvisors.com/">scwealthadvisors.com</a>
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.

“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.

Planning for taxes in retirement is very different than filing your tax each year return

The market may be soaring, but is your portfolio ready for what comes next? In this episode, Raj Shah and Rick Borek break down why three straight years of market gains create both opportunity and risk—especially for those nearing retirement. They discuss strategies for protecting hard‑earned returns, reallocating underperforming holdings, managing taxes efficiently, and planning income across short‑, mid‑, and long‑term needs. With real‑world examples and practical perspective, this conversation helps listeners rethink their financial approach as they step closer to retirement.

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.

The market may be soaring, but is your portfolio ready for what comes next? In this episode, Raj Shah and Rick Borek break down why three straight years of market gains create both opportunity and risk&mdash;especially for those nearing retirement. They discuss strategies for protecting hard‑earned returns, reallocating underperforming holdings, managing taxes efficiently, and planning income across short‑, mid‑, and long‑term needs. With real‑world examples and practical perspective, this conversation helps listeners rethink their financial approach as they step closer to retirement.
For more information or to schedule a consultation with SC Wealth Advisors visit: <a href="https://scwealthadvisors.com/">scwealthadvisors.com</a>
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.

Three Years Up—So What Happens Now?

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.

What happens when three straight years of market gains collide with retirees&rsquo; growing worries? On this episode of&nbsp;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: <a href="https://scwealthadvisors.com/">scwealthadvisors.com</a>
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.

Are You Investing Like It’s Yesterday’s Market?

What if the biggest threat to your retirement isn’t the market—but the assumptions you make about it? In this episode, Raj Shah and Rick Borek break down why emergency funds, Social Security timing, and portfolio risk aren’t one‑size‑fits‑all decisions. They explore real stories of people questioning when to retire, how much cash to keep, and whether they’re truly prepared for downturns. You’ll hear why market cycles vary, how guaranteed income strategies can help stabilize retirement plans, and why personalized analysis beats rules of thumb every time.

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.

What if the biggest threat to your retirement isn&rsquo;t the market&mdash;but the assumptions you make about it? In this episode, Raj Shah and Rick Borek break down why emergency funds, Social Security timing, and portfolio risk aren&rsquo;t one‑size‑fits‑all decisions. They explore real stories of people questioning when to retire, how much cash to keep, and whether they&rsquo;re truly prepared for downturns. You&rsquo;ll hear why market cycles vary, how guaranteed income strategies can help stabilize retirement plans, and why personalized analysis beats rules of thumb every time.
For more information or to schedule a consultation with SC Wealth Advisors visit: <a href="https://scwealthadvisors.com/">scwealthadvisors.com</a>
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.

Planning for taxes in retirement is very different than filing your tax each year return

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