Unleash Your Wealth

Are your savings safe from the Fed’s next move? Dive into the realities of falling interest rates, renewal risk, and the “spending smile” in retirement. Raj Shah and Rick Borek reveal how to lock in lifetime income, avoid costly mistakes with old annuities, and plan for unpredictable retirement spending. Real client stories and actionable strategies show why a second look at your portfolio could be the smartest move you make this year.

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.

What if everything you thought about retirement was wrong? This episode dives into the story of Rich Colorado, who proves you don’t need millions to retire happily. Hosts Raj Shah and Rick Borek break down how to structure your portfolio for peace of mind, tackle inflation, and protect your legacy—whether you are risk-averse or ready to grow. Real client stories and practical strategies reveal how to make your money work for you, no matter your starting point.

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.

Are you letting retirement myths hold you back from financial confidence? In this episode, Raj Shah and Rick Borek reveal why cookie-cutter advice can sabotage your future and how a personalized plan can help you spend with certainty. Discover the real risks behind the “4% rule,” why ongoing reviews matter, and how to tackle tax and market fears head-on. Tune in for practical insights that empower you to retire on your terms—without falling for one-size-fits-all rules.

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.

Are you missing out on smarter ways to grow and protect your retirement wealth? In this episode, Raj Shah and Rick Borek reveal how strategic Roth IRA conversions, guaranteed income sources, and portfolio efficiency can transform your financial future. Discover why timing matters, how to avoid costly mistakes, and what it means to truly “unleash your wealth” with expert guidance. Tune in for actionable insights and real-life stories that could change your retirement game.

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.

What’s the real secret to thriving in retirement—no matter what the market throws your way? This episode of Unleash Your Wealth Podcast dives into why September is historically tough for stocks, the dangers of emotional investing, and how a solid income plan can turn uncertainty into opportunity. Discover surprising side hustles, smart spending strategies, and why working in retirement should be a choice, not a necessity. Tune in for practical wisdom from seasoned advisors Raj Shah and Rick Borek, plus tips to keep your wealth—and your life—on track.

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.

What if your million-dollar retirement nest egg isn’t enough? On this episode of the Unleash Your Wealth Podcast, Raj Shah and Rick Borek break down why guaranteed income—not just savings—is the real key to financial peace of mind. They explore strategies like creating your own pension, maximizing Roth IRA conversions, and preparing for retirement without relying solely on market performance. Plus, they tackle estate planning essentials and how to avoid costly tax mistakes. It’s a must-listen for anyone serious about securing their financial future.

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.

What if your retirement plan is built on assumptions that no longer hold true? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek unpack the lingering effects of the 2008 financial crisis, the hidden costs of retirement, and the looming shortfalls in Social Security and Medicare. Learn why relying on friends for financial advice can be risky, and how expert planning can help you avoid lifestyle downgrades and income gaps.

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.

What if your investment strategy is built on a risk tolerance you can’t afford? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek break down the emotional vs. financial sides of risk, explore the new “Trump accounts” for kids, and tackle the myth of the magic retirement number. Whether you're nearing retirement or just starting to save, this episode offers a reality check on aligning your portfolio with your true financial capacity.

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.

What if tomorrow’s financial headlines were already written—and you could act today? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek break down how rising interest rates are reshaping retirement strategies, especially through annuities and blended portfolios. Learn why locking in guaranteed income now could be a smart move before the Fed cuts rates. Plus, hear how complacency and overexposure to equities could derail your retirement if a recession hits. It’s a timely look at protecting your future in a volatile market.

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.

Is your 401(k) quietly draining your retirement potential? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek reveal how hidden fees, outdated fund options, and neglected accounts could be sabotaging your financial future. Learn why consolidation, coordination, and control are essential to optimizing your investments. Plus, hear real-life stories of couples transitioning from DIY investing to professional guidance—and how guaranteed income strategies can bring peace of mind.

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.