• Unleash Your Wealth

  • De: Raj Shah
  • Podcast

Unleash Your Wealth

De: Raj Shah
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  • Resumen

  • “Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients!

    Learn more about Raj and his team at https://scwealthadvisors.com

    Follow on Facebook, LinkedIn, and Twitter!
    2024 Raj Shah
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Episodios
  • The Importance of a Blended Investment Strategy

    The Importance of a Blended Investment Strategy
    Jul 30 2024

    Raj Shah and Rick Borek discuss the stock market and whether historical trends can be relied upon for accurate predictions. They emphasize the importance of having a blended investment strategy and a portfolio that is structured to protect against potential losses.

    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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    6 m
  • Common Mistakes with 401(k) Contributions

    Common Mistakes with 401(k) Contributions
    Jul 23 2024

    Raj Shah and Rick Borek break down the biggest people can make with their 401(k)s. They mention only contributing minimums, not taking advantage of Roth, and Target Date Funds are something to avoid.

    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.
    Más Menos
    7 m
  • Important Things to Know About Social Security This Year

    Important Things to Know About Social Security This Year
    Jul 9 2024

    Raj Shah and Rick Borek discuss important things to know about Social Security this year, including changes in the COLA and the need for additional sources of income.

    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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    6 m
Economía Finanzas Personales
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