Unleash Your Wealth
Unleash Your Wealth
Playlist by Unleash Your Wealth“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 …Follow the podcast:
75 clip(s) in playlist
How to choose a financial advisor to facilitate your retirement plan
It can be extremely difficult to know who to trust when it comes to your retirement savings. Raj Shah and Rick Borek break down what your financial advisor should and should not be doing when it comes to your financial future. For more information or to schedule a consultation with SC Wealth Advi…
06:16
Are you saving too much for retirement?
There is a lot of general advice out there on what 'magic number' you should save for retirement. Raj Shah and Rick Borek explain why some people might be saving too much, and how you can find out what your target number should actually be. For more information or to schedule a consultation with …
05:53
You need to plan ahead for taxes in retirement
Raj Shah and Rick Borek explain why it's imperative that you have a tax strategy going into retirement and how they help their clients at SC Wealth Advisors. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on we…
07:18
If you stay in the market can you also reduce risk?
A lot of people want to reduce risk while staying in the stock market. Rah Shah and Rick Borek explain how they help their clients achieve a comfortable and well-balanced portfolio. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah an…
07:06
When should you move away from safe money in retirement?
There are different times in your life that are more appropriate to take risk. Raj Shah and Rick Borek explain how they allocate their clients' portfolios properly. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focu…
05:13
What you need to know about Social Security
There are a lot of potential changes coming to Social Security. Raj Shah and Rick Borek explain what you should and what you shouldn't worry about. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth manag…
06:37
Why having a tax strategy in retirement is a must!
Tax planning could completely change your retirement plan. Raj Shah and Rick Borek break down the strategies they use with their clients to help them be as tax efficient as possible. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah a…
07:15
Retiring later in life is the new trend
When you look at the numbers, people are retiring much later than the last few decades. Raj Shah and Rick Borek explain why that is and how you can decide when the best time is to retire. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Sh…
06:46
The benefits of a good tax strategy in retirement
If left untouched, taxes could be the biggest expense you have in retirement. Raj Shah and Rick Borek explain what strategies they use for their clients to help keep them tax efficient. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Sha…
07:15
Planning for taxes in retirement is very different than filing your tax each year return
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 f…
07:16