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Unleash Your Wealth episodes
- What a fresh set of eyes can discover
This is the time of year to look back and reflect. You should do the same with your retirement plan. Uncover what’s working and what isn’t.
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11 min - A valuable lesson we can learn about retirement from the wealthy
How will you be paid in retirement? Most of us will have Social Security and one other source. Can you build more pay checks in retirement?
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6 min - No pension? No problem.
Many of us will enter retirement without the security of a pension. How can you develop that monthly paycheck with a 401(k) or IRA?
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8 min - Putting your 401(k) on auto pilot with Target Date Funds
Target Date Funds are supposed to move to less risk as you get closer to your retirement date. Does the concept work and is it working in this market?
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7 min - What may be the next market opportunity
When inflation starts to wane, markets go up. Are we seeing any signs?
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6 min - There’s a bull market somewhere, you just need to find it.
Most of the major indexes are down for the year; so are bonds and many of the tech stocks. Historically when one area is down, there is another that is up. We talk about what’s working, and what’s not.
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10 min - When your risk money and safe money are both losing
You structure your retirement money so that when the market goes down you have a buffer of bonds. What are your options if that side of your portfolio is also losing money?
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6 min - How much income will you need in retirement?
Your house, car, and credit cards are all paid off, so you should be set for retirement, right? Not so fast. None of those things provide you INCOME in retirement. Ask yourself, how much will my retirement savings mean to me PER MONTH when I retire?
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7 min - The advantage of early planning
Working with a financial advisor a few years before your retirement date gives you more options to fix past mistakes, income gaps, and to get you on track to achieve your goals.
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8 min - The Fatal Flaw in retirement plans
There are 3.27 trillion dollars invested in these “flawed” 401(k) funds. Are you a part of this group?
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6 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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