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 your portfolio with your true financial capacity.
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.