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Planning for the Unexpected in Retirement

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Manage episode 442949183 series 3561340
Content provided by Impact Partnership and Raj Shah. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Raj Shah or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Raj Shah and Rick Borek explain the complexities of retirement planning, highlighting the importance of proactive financial strategies in light of unexpected events such as health issues or job layoffs. They emphasize the need for individuals to create a robust financial plan that allows for flexibility and security in retirement, particularly in the face of technological advancements like AI that may impact job stability.

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.

  continue reading

97 episodes

Artwork
iconShare
 
Manage episode 442949183 series 3561340
Content provided by Impact Partnership and Raj Shah. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Raj Shah or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Raj Shah and Rick Borek explain the complexities of retirement planning, highlighting the importance of proactive financial strategies in light of unexpected events such as health issues or job layoffs. They emphasize the need for individuals to create a robust financial plan that allows for flexibility and security in retirement, particularly in the face of technological advancements like AI that may impact job stability.

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.

  continue reading

97 episodes

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