Unleash Your Wealth

How Raj and Rick Prepared Clients for the Current Volatility


Listen Later

Raj and Rick focus on the challenges and strategies for managing investments in the face of market uncertainty, particularly due to tariffs and inflation. They go over the need for a balanced approach to portfolio management, especially for those nearing retirement, and highlights the importance of guaranteed income streams in uncertain economic times.

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.

...more
View all episodesView all episodes
Download on the App Store

Unleash Your WealthBy Raj Shah