Raj Shah and Rick Borek explore the misconceptions surrounding retirement planning, using the humorous analogy of chocolate milk to highlight the prevalence of misinformation. They discuss the dangers of relying on the 4% withdrawal rule and the misguided belief in an 8% withdrawal strategy, emphasizing the need for a diversified income approach in retirement.

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.