Unleash Your Wealth

Author: Raj Shah

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!
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Language: en

Genres: Business, Education, Investing

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Why Near-Retirees Are Rethinking Risk in Today’s Market
Tuesday, 5 May, 2026

Market swings, inflation, and global uncertainty are making many near-retirees uneasy about the savings they’ve worked decades to build. On this episode, Raj Shah and Rick Borek discuss why retirement plans must account for volatility—and how today’s high fixed-income rates are reshaping income strategies. The conversation explores balancing growth with reliability, building predictable income, and avoiding common mistakes like sitting entirely in cash or CDs. If you’re approaching retirement, this episode breaks down how thoughtful planning can shift the focus from market noise to long-term confidence. 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.