When Market Volatility Meets Retirement Reality

When Market Volatility Meets Retirement Reality

From Unleash Your Wealth by Raj Shah

March 31, 2026 · 17 min

About this episode

Raj Shah and Rick Borek discuss the impact of market volatility on retirement planning and strategies to manage financial stress during turbulent times.

What happens when market swings collide with retirement reality? On this episode, Raj Shah and Rick Borek break down why volatility feels different when you’re close to retirement—and why moving everything to cash isn’t the answer. They explore predictable income, portfolio balance, and strategies designed to reduce stress when markets turn choppy. From guarding against major downturns to understanding Roth IRA conversions and guaranteed income streams, the conversation centers on aligning your money with how you actually want to live in retirement—calmly, confidently, and without watching the market every day. 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

  • market volatility
  • retirement planning
  • portfolio balance
  • income strategies
  • financial planning

Keywords

  • market swings
  • retirement reality
  • predictable income
  • Roth IRA conversions
  • guaranteed income streams

Mentioned in this episode

Organizations: SC Wealth Advisors

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