Is Your Retirement Plan Missing This Critical Piece?

Is Your Retirement Plan Missing This Critical Piece?

From Unleash Your Wealth by Raj Shah

June 2, 2026 · 16 min

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

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