• Unleash Your Wealth

  • Auteur(s): Raj Shah
  • Podcast

Page de couverture de Unleash Your Wealth

Unleash Your Wealth

Auteur(s): Raj Shah
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  • Résumé

  • “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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Épisodes
  • 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 min
  • The Importance of Tax Technicalities

    The Importance of Tax Technicalities
    Jul 2 2024

    Raj Shah and Rick Borek explain the importance of being aware of regulations and requirements before entering into any investment or strategy. They also encourage you be aware of tax technicalities.

    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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    7 min
  • Understanding Conflicting Advice on Social Security

    Understanding Conflicting Advice on Social Security
    Jun 25 2024

    Raj Shah and Rick Borek discuss conflicting advice when it comes to Social Security and the importance of considering various factors such as income limits, spousal benefits, taxes, and investment gains. They emphasize the need for a thorough analysis of individual circumstances and the potential impact on overall wealth.

    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.
    Voir plus Voir moins
    6 min
Finances personnelles Économie
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