Unleash Your Wealth

Taxes could be one of your biggest expenses in retirement. Raj Shah and Rick Borek break down ways you could save on RMDs.  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...

If you don't have a tax strategy in place for retirement, Raj Shah and Rick Borek have a few things for you to think about.  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 year...

Having multiple streams of income in retirement is deal, but how do you accomplish that? Raj Shah and Rick Borek have a few ideas to get you started.  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...

There is a major difference between working with an advisor and planning your tax strategy versus letting taxes fall where they may. Raj Shah and Rick Borek explain how they help their clients plan their tax strategy in the most efficient manner.  For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth managemen...

When it comes to tax planning in retirement, its better to start now. Raj Shah and Rick Borek explain how being proactive could pay off in a major way later down the road.  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 muc...

We're living longer, which means chances of needing long term care are going up as well. Raj Shah and Rick Borek explain new long term care options you could implemement into your retirement plan.  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, e...

If you could retire today, would you? Do you know if you could retire today? Raj Shah and Rick Borek explain how they help their clients potentially retire sooner than they expected.  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...

If you're passing down your legacy, you want to make sure your family isn't hit with a huge tax bill. How is that possible? Raj Shah and Rick Borek have years of experience helping families make sure their legacy plan is efficient.   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...

There are multiple mistakes people make in retirement with their 401ks over and over again. Raj Shah and Rick Borek explain a few and how to avoid them.  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, R...

The new rules for 401k catch up contributions have been put on hold. So what do we do in the meantime? Raj Shah and Rick Borek have a few strategies you could put in place now.  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 s...

If you're using Target Date Funds are you happy with their performance? Raj Shah and Rick Borek explain why they might not be working as well as you would prefer.  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. C...

We've all been dealing with inflation and frustrated by it, but could it present opportunities? Raj Shah and Rick Borek explain how to take advantage of this economy.  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 mor...

One piece of retirement that gets overlooked, but could greatly affect your retirement is long term care. Raj Shah and Rick Borek have come up with a few ideas to solve that problem.  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...

If we have a correction, how will it affect your retirement? Raj Shah and Rick Borek explain what to keep an eye out for and how to navigate a volatile 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. Comb...

Besides the stock market, do we have other options for income in retirement? Raj Shah and Rick Borek have a few strategies to consider.  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...

The closer you get you retirement, the less time you have to recover from mistakes. Raj Shah and Rick Borek explain one of the biggest issues people need to be aware of.  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...

If you want to retire early, what are some things you need to keep in mind? Between the clients Raj Shah and Rick Borek have retired vicariously through over the years, they have a few pieces of advice on what to be aware of.  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 plannin...

Just because you have the option to cash out your 401k, should you? Raj Shah and Rick Borek express their opinions on what you should and shouldn't do with your retirement accounts.  For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com   See omnystudio.com/listener for privacy information.

Taxes could be the most expensive cost in retirement. Are you prepared for tax increases? Raj Shah and Rick Borek explain strategies and tools that could help you remain as tax efficient as possible.  For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com   See omnystudio.com/listener for privacy information.

When is the last time you've updated your retirement plan? Raj Shah and Rick Borek of SC Wealth Advisors explain how new strategies could amplify your retirement. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com   See omnystudio.com/listener for privacy information.

Are you aware of your tax burden in retirement? If not, Raj Shah and Rick Borek can help you put the picture together and how to form a strategy to be the most tax efficient in retirement.  For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com   See omnystudio.com/listener for privacy information.

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   See omnystudio.com/listener for privacy information.

Raj Shah and Rick Borek reflect on financial lessons they learned from their fathers and how it impacts their careers today. For more information or to schedule a consultation with SC Wealth Advisors visit:  scwealthadvisors.com   See omnystudio.com/listener for privacy information.

It seems people getting ready for retirement have a different viewpoint than those actually in retirement. How do we understand and plan for the realities we will face? See omnystudio.com/listener for privacy information.

Over the last 100 years, the market is up 73% of the time and down 27%. Why wouldn’t you want to play those odds? See omnystudio.com/listener for privacy information.