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 insights and real-life stories that challenge conventional wisdom and empower smarter financial 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.
See omnystudio.com/listener for privacy information.
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
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 Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!