• Unleash Your Wealth

  • 著者： Raj Shah
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Unleash Your Wealth

著者： Raj Shah
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  • “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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あらすじ・解説

“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
個人ファイナンス 経済学
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エピソード
  • Dealing with Layoffs and Having a Backup Retirement Plan

    Dealing with Layoffs and Having a Backup Retirement Plan
    2024/11/19

    Raj Shah and Rick Borek stress the importance of financial planning in the face of potential layoffs and the necessity of estate planning to safeguard one's legacy. They emphasize the need for individuals, especially those nearing retirement, to understand their financial situation and prepare for unexpected events.

    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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    10 分
  • Tax Strategies and the Potential Extension of the Trump Tax Cuts

    Tax Strategies and the Potential Extension of the Trump Tax Cuts
    2024/11/12

    Raj Shah and Rick Borek get into the upcoming changes in tax brackets and standard deductions set by the IRS for the 2025 tax year, emphasizing the importance of strategic tax planning to maximize savings. It highlights the potential expiration of the 2017 Trump tax cuts and the implications for retirement planning, particularly regarding Roth IRA conversions and capital gains.

    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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    8 分
  • What You Need to Know About Social Security Changes

    What You Need to Know About Social Security Changes
    2024/11/05

    Raj Shah and Rick Borek delve into the recent adjustments in Social Security benefits, highlighting the impact of inflation on retirees' purchasing power.

    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 分

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