Some financial advisors avoid talking about annuities, but why? Raj Shah and Rick Borek explain why they might avoid that conversation and why they insist on having it with their clients. 

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

Some financial advisors avoid talking about annuities, but why? Raj Shah and Rick Borek explain why they might avoid that conversation and why they insist on having it with their clients.  For more information or to schedule a consultation with SC Wealth Advisors visit: <a href="https://scwealthadvisors.com/">scwealthadvisors.com</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.

Some financial advisors avoid talking about annuities, but why? Raj Shah and Rick Borek explain why they might avoid that conversation and why they insist on having it with their clients.  For more information or to schedule a consultation with...

We have to talk about annuities

Are you letting market complacency quietly erode your retirement dreams? This episode dives into the hidden risks of “set it and forget it” investing, the pitfalls of orphaned 401(k)s, and why a balanced, forward-looking strategy is crucial for lasting wealth. Discover how debt management, family conversations, and proactive planning can safeguard your financial future—even when the market turns. Real stories, actionable insights, and expert analysis help you rethink your approach to retirement and legacy planning.

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 you letting market complacency quietly erode your retirement dreams? This episode dives into the hidden risks of &ldquo;set it and forget it&rdquo; investing, the pitfalls of orphaned 401(k)s, and why a balanced, forward-looking strategy is crucial for lasting wealth. Discover how debt management, family conversations, and proactive planning can safeguard your financial future&mdash;even when the market turns. Real stories, actionable insights, and expert analysis help you rethink your approach to retirement and legacy planning.
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.

Beyond the Bull Market: Protecting Your Wealth When the Tide Turns

Are you ready to face the retirement realities Gen X can’t ignore? This episode dives into the anxieties of outliving savings, the looming impact of Social Security reforms, and practical strategies for building lasting income streams. Discover how customized financial planning, income annuities, and year-end tax moves can help secure your future—no matter what the market brings.

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 you ready to face the retirement realities Gen X can&rsquo;t ignore? This episode dives into the anxieties of outliving savings, the looming impact of Social Security reforms, and practical strategies for building lasting income streams. Discover how customized financial planning, income annuities, and year-end tax moves can help secure your future&mdash;no matter what the market brings.
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.&nbsp;

Retirement Reality Check: Gen X’s Biggest Financial Fears

Are you prepared for the unexpected twists in your financial journey? This episode dives into the real fears of running out of money, the importance of emergency funds, and how personalized planning can help you retire with confidence. Hear stories of everyday people facing tough retirement decisions, learn why “cookie-cutter” advice falls short, and discover strategies to maximize your income and Social Security benefits. Get practical insights from SC Wealth Advisors to help you make informed choices for a secure future.

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 you prepared for the unexpected twists in your financial journey? This episode dives into the real fears of running out of money, the importance of emergency funds, and how personalized planning can help you retire with confidence. Hear stories of everyday people facing tough retirement decisions, learn why &ldquo;cookie-cutter&rdquo; advice falls short, and discover strategies to maximize your income and Social Security benefits. Get practical insights from SC Wealth Advisors to help you make informed choices for a secure future.
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.&nbsp;

We have to talk about annuities

In 1 playlist(s)

Unleash Your Wealth

Social links

Follow podcast

Recent clips