Unleash Your Wealth

Are you missing out on smarter ways to grow and protect your retirement wealth? In this episode, Raj Shah and Rick Borek reveal how strategic Roth IRA conversions, guaranteed income sources, and portfolio efficiency can transform your financial future. Discover why timing matters, how to avoid costly mistakes, and what it means to truly “unleash your wealth” with expert guidance. Tune in for actionable insights and real...

What’s the real secret to thriving in retirement—no matter what the market throws your way? This episode of Unleash Your Wealth Podcast dives into why September is historically tough for stocks, the dangers of emotional investing, and how a solid income plan can turn uncertainty into opportunity. Discover surprising side hustles, smart spending strategies, and why working in retirement should be a choice, not a necessit...

What if your million-dollar retirement nest egg isn’t enough? On this episode of the Unleash Your Wealth Podcast, Raj Shah and Rick Borek break down why guaranteed income—not just savings—is the real key to financial peace of mind. They explore strategies like creating your own pension, maximizing Roth IRA conversions, and preparing for retirement without relying solely on market performance. Plus, they tackle est...

What if your retirement plan is built on assumptions that no longer hold true? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek unpack the lingering effects of the 2008 financial crisis, the hidden costs of retirement, and the looming shortfalls in Social Security and Medicare. Learn why relying on friends for financial advice can be risky, and how expert planning can help you avoid lifestyle downgrades ...

What if your investment strategy is built on a risk tolerance you can’t afford? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek break down the emotional vs. financial sides of risk, explore the new “Trump accounts” for kids, and tackle the myth of the magic retirement number. Whether you're nearing retirement or just starting to save, this episode offers a reality check on aligning you...

What if tomorrow’s financial headlines were already written—and you could act today? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek break down how rising interest rates are reshaping retirement strategies, especially through annuities and blended portfolios. Learn why locking in guaranteed income now could be a smart move before the Fed cuts rates. Plus, hear how complacency and overexposur...

Is your 401(k) quietly draining your retirement potential? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek reveal how hidden fees, outdated fund options, and neglected accounts could be sabotaging your financial future. Learn why consolidation, coordination, and control are essential to optimizing your investments. Plus, hear real-life stories of couples transitioning from DIY investing to professional ...

What if your retirement plan is quietly costing you thousands in hidden fees and taxes? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek break down the real impact of Roth IRA conversions, private equity in 401(k)s, and the importance of proactive tax planning. They share client stories that reveal how smart financial structuring can protect loved ones and preserve wealth—especially when life throw...

Is your portfolio as hot as the summer heat? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek dive into the realities of retiring in a bull market, the urgency of Roth IRA conversions before tax changes hit, and the emotional toll of delaying retirement. From emergency funds to Social Security timing, they unpack strategies to help you retire with confidence—not regret. Tune in for practical insigh...

On this episode of the Unleash Your Wealth Podcast, Raj and Rick discuss the current market volatility and its implications for tax strategies, particularly focusing on Roth IRA conversions. They emphasize the importance of having a structured retirement plan to minimize taxes and ensure financial stability. The conversation also touches on the lasting impact of the 2008 financial crisis on retirement planning, the necessity of und...

In this episode of the Unleash Your Wealth podcast, the team from SC Wealth Advisors discusses critical aspects of retirement planning, focusing on tax strategies, the implications of Required Minimum Distributions (RMDs), and the benefits of Roth IRA conversions. They emphasize the importance of understanding how taxes will affect retirement accounts and the need for strategic planning to minimize tax liabilities. The conversation...

Raj Shah and Rick Borek of SC Wealth Advisors discuss annuities and how they can work as a risk buffer. They comment on a Barron’s Roundtable discussion on the issue and share how listeners should be wary of anyone that is either only offering annuities and selling them hard or of anyone who is absolutely against the retirement tool. They also discuss how they do complimentary annuity x-rays to see if people have the right ki...

Raj Shah and Rick Borek of SC Wealth Advisors go in-depth in discussing what their complimentary portfolio analysis – the SC Wealth Second Look. Raj and Rick share how they pour hours into each analysis and give people back a 40-50 page reading on their retirement plan’s vitals. They discuss the importance of doing this from time to time and how plans should never just be left as is, because conditions and tools change.

Raj Shah and Rick Borek of SC Wealth Advisors discuss the growing trend of financial influencers – finfluencers – and why people can be easily misled. They explain how many people online may be getting paid to offer one product and have little to no background in doing so and are getting a commission for offering it. Raj and Rick then share how they have access to a multitude of products and strategies and can tailor th...

Raj Shah and Rick Borek discuss a tool in annuities that people may misunderstand and how to maintain a retirement income with less risk. They also talk about Sharon Stone being stolen from and what different types of powers of attorney have the ability to do.

If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as th...

Raj Shah and Rick Borek discuss the importance of a mid-year check-in with an advisor and the harms of leaving a portfolio on cruise control. Raj and Rick comment on the Newark Airport mishaps and how old technology played into the mess. Then they relate that to having an outdated retirement plan that is not getting the most bang for someone and that also could be saddled with huge fees. Raj and Rick explain the SC Wealth Se...

Raj Shah had the opportunity to talk finances and more with comic legend Bill Murray.  Two Chicago boys talk shop.

If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494.

Hear “Unleash Your Wealth” every Saturday at 7a an...

Raj Shah and Rick Borek talk about the impending summer travel season and how easily people can let things slide. Raj and Rick explain why checking in with an advisor in the mid-year, or getting a second look at a portfolio from SC Wealth Advisors, is crucial. They share about the different tweaks to strategies, tax-efficient moves, and growing hidden fees that people can miss without repeated maintenance.

If you have $500K of inve...

Raj Shah and Rick Borek discuss the ups and downs of the stock market and the questions clients have been asking at SC Wealth Advisors. Raj and Rick explain how proper retirement plans need to account for off years. They also talk about risk tolerance and how they gauge it and how, over time, the market is generally up. Then they share how their shared over 55 years of experience helps them make informed, objective decisions on beh...