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Getting a Second Look at that 80s or 90s Portfolio
Manage episode 486861248 series 3561340
Raj Shah and Rick Borek discuss the importance of a mid-year check-in with an advisor and the harms of leaving a portfolio on cruise control. Raj and Rick comment on the Newark Airport mishaps and how old technology played into the mess. Then they relate that to having an outdated retirement plan that is not getting the most bang for someone and that also could be saddled with huge fees. Raj and Rick explain the SC Wealth Second Look and how they can help see if someone’s plan is pointed to that person’s best interests.
If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494.
Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ .
And connect with SC Wealth Advisors on social media:
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