Are you relying on a quick online calculator to tell you you’re ready for retirement? On this episode, Raj Shah and Rick Borek talks about why many pre-retirees and retirees are seeking a second set of eyes on their financial picture. The discussion explores the gap between investment-only approaches and full retirement income planning, including how market downturns, Social Security decisions, taxes, inflation, and rising expenses can impact long-term outcomes. The episode also looks at blended portfolio strategies, the renewed interest in fixed income and annuities, and why personalized planning matters in an unpredictable market.

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.