• Having a Plan vs Simply Saving is Vital for Retirement Success

  • Jun 4 2024
  • Duración: 7 m
  • Podcast

Having a Plan vs Simply Saving is Vital for Retirement Success

  • Resumen

  • Raj Shah and Rick Borek delve into the importance of retirement planning and the need for a comprehensive financial plan. They highlight the key factors that impact retirement, such as savings, expenses, taxes, medical costs, and long-term care.

    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.

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