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Unleash Your Wealth episodes
- A new way to look at allocation
What mix of stocks-to-bonds or risk-to-safety makes you feel comfortable? Raj and Rick look at an interesting new idea.
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7 min - What can we learn from the recent bank failures?
The recent failures of Silicon Valley Bank and Signature Bank will rattle your confidence in the banking system. What do we need to know and what is the main take away from this unfortunate event?
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9 min - The upside of interest rates going up again
The Fed keeps raising interest rates to fight inflation. It is adding volatility to the stock market, but it’s also adding a new option for retirement savers that they haven’t seen in almost 20 years.
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10 min - Are you tired of watching your money bounce up and down?
The headlines are calling for another market pullback. If you are getting close to retirement, how do you prepare?
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8 min - Interest rates are up. Do you know where to go to take advantage of them?
It’s been 20 years since interest rates have reached 5%, but here we are. What’s out there and how do you choose?
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12 min - Is there a better choice in your 401(k) than a Target Date Fund?
Target Date Funds were designed to move to less risk as you get toward retirement. Do they work or is there a better way to manage risk?
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6 min - Is it possible to DIS-inherit Uncle Sam?
03No one wants to work their whole life, send money down to their children and see a huge chunk of it go to Uncle Sam. How can you avoid it?
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10 min - How to test if your retirement will be successful
Do you have the right amount of risk-to-reward? Do you have a strategy for taxes, social security, and income? What are all the elements you need to go into retirement?
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11 min - My retirement plan is simple, but is it complete?
25% of people in a recent study said their plan is to sinmply just save as much as they can and file for social security. Is that enough?
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7 min - How many holdings do you need to be truly diversified?
Mom told you not to put all your eggs in one basket. It’s true with your financial accounts. But how many holdings do you need? Some say 30, others 200. What’s right for you?
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9 min
About Unleash Your Wealth
From the publisher's feed
“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
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