• Navigating Retirement: Risks and Strategies

  • 2024/10/22
  • 再生時間： 6 分
  • ポッドキャスト

Navigating Retirement: Risks and Strategies

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  • Raj Shah and Rick Borek discuss the critical aspects of retirement planning, emphasizing the importance of understanding financial risks, stress testing portfolios, and the value of personalized financial advice. They talk about how working longer can reduce the risk of running out of money and how a comprehensive financial plan can significantly improve retirement success probabilities.

    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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あらすじ・解説

Raj Shah and Rick Borek discuss the critical aspects of retirement planning, emphasizing the importance of understanding financial risks, stress testing portfolios, and the value of personalized financial advice. They talk about how working longer can reduce the risk of running out of money and how a comprehensive financial plan can significantly improve retirement success probabilities.

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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