Unleash Your Wealth

Unleash Your Wealth

“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!

Episodes

June 4, 2024 6 mins

Raj Shah and Rick Borek delve into the importance of retirement planning and the need for a comprehensive financial plan. They highlight the key factors that impact retirement, such as savings, expenses, taxes, medical costs, and long-term care. 

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 f...

Mark as Played

Raj Shah and Rick Borek discuss strategies to limit tax bills in retirement and maximize retirement income. They emphasize the importance of examining the entire financial situation, including retirement accounts and after-tax accounts, to find opportunities to save on income taxes. Raj and Rick go into the benefits of coordinating IRA and 401k distributions with Social Security payments and minimizing tax liability. The potential ...

Mark as Played

We're hearing warnings that Social Security will need to make some changes in the next 10 or so years. Raj Shah and Rick Borek have come up with strategies to help their clients hedge against benefit cuts. 

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 mu...

Mark as Played

It can be extremely difficult to know who to trust when it comes to your retirement savings. Raj Shah and Rick Borek break down what your financial advisor should and should not be doing when it comes to your financial future. 

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, esta...

Mark as Played

There is a lot of general advice out there on what 'magic number' you should save for retirement. Raj Shah and Rick Borek explain why some people might be saving too much, and how you can find out what your target number should actually be. 

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 financ...

Mark as Played

Raj Shah and Rick Borek explain why it's imperative that you have a tax strategy going into retirement and how they help their clients at SC Wealth Advisors. 

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 yea...

Mark as Played

A lot of people want to reduce risk while staying in the stock market. Rah Shah and Rick Borek explain how they help their clients achieve a comfortable and well-balanced portfolio. 

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 a...

Mark as Played

There are different times in your life that are more appropriate to take risk. Raj Shah and Rick Borek explain how they allocate their clients' portfolios properly. 

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...

Mark as Played

There are a lot of potential changes coming to Social Security. Raj Shah and Rick Borek explain what you should and what you shouldn't worry 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 years of fina...

Mark as Played

Tax planning could completely change your retirement plan. Raj Shah and Rick Borek break down the strategies they use with their clients to help them be as tax efficient as possible. 

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 ...

Mark as Played

When you look at the numbers, people are retiring much later than the last few decades. Raj Shah and Rick Borek explain why that is and how you can decide when the best time is to retire.

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, ...

Mark as Played

If left untouched, taxes could be the biggest expense you have in retirement. Raj Shah and Rick Borek explain what strategies they use for their clients to help keep them tax 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 planning, personal finance, taxes, estate planning and so much more. Combined, R...

Mark as Played

If you don't plan correctly, taxes in retirement could be a major expense. Raj Shah and Rick Borek explain how they help their clients be as tax efficient as possible. 

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 o...

Mark as Played

Are you ready for a market correction? Raj Shah and Rick Borek explain how they're preparing their clients in case it happens. 

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 experi...

Mark as Played
February 27, 2024 6 mins

If left untouched, taxes could be the biggest expense you face in retirement. Raj Shah and Rick Borek explain how they help their clients put together a tax strategy. 

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 ov...

Mark as Played
February 20, 2024 6 mins

Some companies are toying with the idea of adding a fixed component. Raj Shah and Rick Borek explain how this could change retirement planning for their clients. 

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...

Mark as Played

There are a few obstacles you need to keep an eye on as you prepare for retirement. Raj Shah and Rick Borek break down tax planning, longevity risk, and other issues you might run into. 

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...

Mark as Played
February 6, 2024 6 mins

One of the best ways to make sure you are headed for the retirement you want is to simulate the future. Raj Shah and Rick Borek explain how they help their clients through this process. 

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...

Mark as Played

Why do people have a hard time transitioning into retirement? Raj Shah and Rick Borek explain issues they've seen in their years of experience. 

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 financia...

Mark as Played

Nobody has a crystal ball, but a lot of people believe that taxes will go up in the future. If that happens, Raj Shah and Rick Borek break down a few strategies they're using to be proactive with their clients. 

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 ...

Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    The Nikki Glaser Podcast

    Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.

    White Devil

    Shootings are not unusual in Belize. Shootings of cops are. When a wealthy woman – part of one of the most powerful families in Belize – is found on a pier late at night, next to a body, it becomes the country’s biggest news story in a generation. New episodes every Monday!

    Start Here

    A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.