Is Your Retirement Plan Missing This Critical Piece?
About this episode
Raj Shah and Rick Borek discuss critical elements often overlooked in retirement planning, emphasizing the need for a balanced approach to ensure financial security.
What if your retirement plan is missing the most important piece? With markets hitting highs and volatility returning, Raj Shah and Rick Borek break down why portfolio performance alone isn’t a complete strategy. They explore the importance of aligning risk, structuring guaranteed income, managing taxes, and turning savings into a reliable paycheck. The conversation highlights how overlooking these elements can leave retirees exposed, especially during downturns. From 401(k) limitations to income planning in today’s interest rate environment, this episode focuses on building a more balanced and resilient retirement approach. 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.
People in this episode
Host: Raj Shah
Guest: Rick Borek
Topics covered
- retirement planning
- portfolio performance
- risk management
- guaranteed income
- tax management
- financial planning
Keywords
- retirement plan
- portfolio performance
- risk alignment
- income planning
- taxes
- financial security
- 401(k) limitations
Mentioned in this episode
Organizations: SC Wealth Advisors
More episodes of Unleash Your Wealth
- The Cost of Not Planning: What Happens to Your Wealth?
- When Your Portfolio Doesn’t Match Your Retirement Reality
- Protecting Gains While Staying in the Market
- What Happens to Your Income When the Market Drops
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