When should you move away from safe money in retirement?

Unleash Your Wealth

English - April 16, 2024 08:00 - 5 minutes - 4.83 MB
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Previous Episode: What you need to know about Social Security

Next Episode: If you stay in the market can you also reduce risk?

There are different times in your life that are more appropriate to take risk. Raj Shah and Rick Borek explain how they allocate their clients' portfolios properly.

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.

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