Listen "When should you move away from safe money in retirement?"
Episode Synopsis
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. See omnystudio.com/listener for privacy information.
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