After three strong years in the market, many investors are facing a new reality: gains feel fragile, and confidence isn’t guaranteed. On this episode Raj Shah and Rick Borek break down why risk tolerance often drops as retirement nears, how market rotation is changing what works, and why guaranteed income can be the backbone of a retirement plan. They also unpack the real difference between retirement and financial freedom, and why aligning your portfolio with who you are today matters more than chasing yesterday’s returns.

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.

After three strong years in the market, many investors are facing a new reality: gains feel fragile, and confidence isn&rsquo;t guaranteed. On this episode Raj Shah and Rick Borek break down why risk tolerance often drops as retirement nears, how market rotation is changing what works, and why guaranteed income can be the backbone of a retirement plan. They also unpack the real difference between retirement and financial freedom, and why aligning your portfolio with who you are today matters more than chasing yesterday&rsquo;s returns.
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.