What happens when a lifetime of saving becomes a retirement paycheck? On this episode, Raj Shah and Rick Borek discuss the key decisions retirees face, from managing 401(k) rollovers and required minimum distributions (RMDs) to evaluating Roth conversions and addressing market volatility. They explain why retirement changes the way investors should think about risk, taxes, and income planning, and highlight common mistakes people make when leaving money in former employer retirement plans. The conversation focuses on building a retirement strategy that reflects today's goals rather than yesterday's investment habits.

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.

What happens when a lifetime of saving becomes a retirement paycheck? On this episode, Raj Shah and Rick Borek discuss the key decisions retirees face, from managing 401(k) rollovers and required minimum distributions (RMDs) to evaluating Roth conversions and addressing market volatility. They explain why retirement changes the way investors should think about risk, taxes, and income planning, and highlight common mistakes people make when leaving money in former employer retirement plans. The conversation focuses on building a retirement strategy that reflects today's goals rather than yesterday's investment habits.
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.