Why Near-Retirees Are Rethinking Risk in Today’s Market
About this episode
Raj Shah and Rick Borek discuss how near-retirees are rethinking risk and income strategies in light of current market conditions.
Market swings, inflation, and global uncertainty are making many near-retirees uneasy about the savings they’ve worked decades to build. On this episode, Raj Shah and Rick Borek discuss why retirement plans must account for volatility—and how today’s high fixed-income rates are reshaping income strategies. The conversation explores balancing growth with reliability, building predictable income, and avoiding common mistakes like sitting entirely in cash or CDs. If you’re approaching retirement, this episode breaks down how thoughtful planning can shift the focus from market noise to long-term confidence. 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
- How Much Cash Is Too Much? Rethinking Emergency Funds
- The Hidden Risk of Leaving Old 401(k)s Behind
- When Headlines Hijack Your Retirement Plan
- You Made the Money—Now What? Inside Today’s Retirement Anxiety
- When Market Volatility Meets Retirement Reality
- When Market Noise Meets Retirement Reality
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