
Sign up to save your podcasts
Or
Raj Shah and Rick Borek discuss conflicting advice when it comes to Social Security and the importance of considering various factors such as income limits, spousal benefits, taxes, and investment gains. They emphasize the need for a thorough analysis of individual circumstances and the potential impact on overall wealth.
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.
Raj Shah and Rick Borek discuss conflicting advice when it comes to Social Security and the importance of considering various factors such as income limits, spousal benefits, taxes, and investment gains. They emphasize the need for a thorough analysis of individual circumstances and the potential impact on overall wealth.
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.