Are your hard‑earned 401(k) gains safe as you approach retirement? On this episode, Raj Shah and Rick Borek explore how record market highs can create both excitement and anxiety for investors on the cusp of leaving the workforce. They break down strategies for protecting recent growth, leveraging in‑service rollovers, reverse‑engineering retirement income, and building a “fun bucket” that supports the lifestyle you’ve envisioned. With real client examples and practical planning insights, the conversation highlights how thoughtful structure—not chance—shapes a confident 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.

Are your hard‑earned 401(k) gains safe as you approach retirement? On this episode, Raj Shah and Rick Borek explore how record market highs can create both excitement and anxiety for investors on the cusp of leaving the workforce. They break down strategies for protecting recent growth, leveraging in‑service rollovers, reverse‑engineering retirement income, and building a &ldquo;fun bucket&rdquo; that supports the lifestyle you&rsquo;ve envisioned. With real client examples and practical planning insights, the conversation highlights how thoughtful structure&mdash;not chance&mdash;shapes a confident 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.

“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.