Retirement Risk: When Growth Turns Into Vulnerability
About this episode
Raj Shah and Rick Borek discuss the importance of shifting focus from growth to preservation for investors approaching retirement.
After years of market gains, are you protecting what you’ve built—or risking giving it back? Raj Shah and Rick Borek discuss why investors approaching retirement should shift focus from growth to preservation, emphasizing risk mitigation, portfolio protection strategies, and reducing drawdowns. They explore limitations inside 401(k)s, the importance of balancing income and risk, and how rising costs—especially healthcare and inflation—impact retirement planning. The conversation also highlights strategies to generate sustainable income while maintaining flexibility, ensuring portfolios can support long-term financial needs without overexposure to market volatility. 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.
More episodes of Unleash Your Wealth
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- Inflation, Market Highs, and the Retirement Wake-Up Call
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