What if your retirement expenses are higher than you expect just as your paycheck disappears? On this episode, Raj Shah and Rick Borek explore how inflation, healthcare costs, longevity, and changing interest rates can reshape retirement income needs. They also discuss why traditional income assumptions may fall short, ways retirees can evaluate income sources, and why annuities are drawing renewed attention in today’s higher-rate environment. They also examine the importance of planning for a surviving spouse and comparing options before making retirement decisions.

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.