Podcast appearances and mentions of Raj Shah

  • 79PODCASTS
  • 301EPISODES
  • 25mAVG DURATION
  • 1WEEKLY EPISODE
  • May 20, 2026LATEST
Raj Shah

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Best podcasts about Raj Shah

Latest podcast episodes about Raj Shah

Unlock Your Wealth
Protecting Gains While Staying in the Market

Unlock Your Wealth

Play Episode Listen Later May 20, 2026 15:26


Markets keep climbing, but many near retirement are asking what happens when they don’t. In this episode, Raj Shah and Rick Borek discuss how investors in the retirement “red zone” are balancing growth with protection as markets hit new highs. They explore strategies that combine market participation with downside protection, the role of guaranteed income in replacing a paycheck, and why Social Security timing decisions matter more than online advice suggests. The conversation also covers inflation, interest rates, and creating sustainable income streams that continue for a surviving spouse. 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.

Unlock Your Wealth
What Happens to Your Income When the Market Drops

Unlock Your Wealth

Play Episode Listen Later May 12, 2026 16:22


Are you relying on a quick online calculator to tell you you’re ready for retirement? On this episode, Raj Shah and Rick Borek talks about why many pre-retirees and retirees are seeking a second set of eyes on their financial picture. The discussion explores the gap between investment-only approaches and full retirement income planning, including how market downturns, Social Security decisions, taxes, inflation, and rising expenses can impact long-term outcomes. The episode also looks at blended portfolio strategies, the renewed interest in fixed income and annuities, and why personalized planning matters in an unpredictable market. 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.

NCSM Leadership in Mathematics Podcast
Episode121-Raj Shah, "Seeing the Value in Every Person"

NCSM Leadership in Mathematics Podcast

Play Episode Listen Later May 11, 2026 37:10


Episode121-Raj Shah, "Seeing the Value in Every Person"

Unlock Your Wealth
Why Near-Retirees Are Rethinking Risk in Today's Market

Unlock Your Wealth

Play Episode Listen Later May 5, 2026 14:27


Market swings, inflation, and global uncertainty are making many near-retirees uneasy about the savings they’ve worked decades to build. On this episode, Raj Shah and Rick Borek discuss why retirement plans must account for volatility—and how today’s high fixed-income rates are reshaping income strategies. The conversation explores balancing growth with reliability, building predictable income, and avoiding common mistakes like sitting entirely in cash or CDs. If you’re approaching retirement, this episode breaks down how thoughtful planning can shift the focus from market noise to long-term confidence. 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.

Unlock Your Wealth
How Much Cash Is Too Much? Rethinking Emergency Funds

Unlock Your Wealth

Play Episode Listen Later Apr 28, 2026 14:22


How much cash do you really need when markets turn volatile—and is the usual advice missing important context? On this episode, Raj Shah and Rick Borek break down emergency funds, income planning, and why retirement decisions aren’t one-size-fits-all. The conversation covers market cycles, balancing risk and growth, coordinating guaranteed income, and avoiding costly assumptions around Social Security timing. Real-life examples highlight how personalized analysis—not blanket rules—can clarify retirement readiness and help align financial decisions with real-world goals. 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.

Unlock Your Wealth
The Hidden Risk of Leaving Old 401(k)s Behind

Unlock Your Wealth

Play Episode Listen Later Apr 21, 2026 14:29


What should you really do with an old 401(k) after leaving your job—and why do so many people overlook it? On this episode, Raj Shah and Rick Borek break down the common mistakes retirees make with former employer plans, including leaving accounts unmanaged or cashing out too soon. They explore rollover options, in-service withdrawals, and how fees, limited investment choices, and market volatility factor into smarter long-term planning. The conversation also touches on retirement income structuring, spending patterns, and mindset lessons—from professional athletes to everyday retirees—about planning for both short- and long-term needs. 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.

Unlock Your Wealth
When Headlines Hijack Your Retirement Plan

Unlock Your Wealth

Play Episode Listen Later Apr 14, 2026 17:30


Markets are swinging, headlines are loud, and many investors are reacting instead of planning. On this episode, Raj Shah and Rick Borek break down why market volatility, political noise, and sudden world events can derail retirement plans—and what to do instead. The conversation focuses on building an all‑weather financial strategy, protecting gains as portfolios grow, preparing in the critical years leading up to retirement, and balancing growth with stability. It’s a grounded discussion on planning through uncertainty without chasing headlines. 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.

Unlock Your Wealth
You Made the Money—Now What? Inside Today's Retirement Anxiety

Unlock Your Wealth

Play Episode Listen Later Apr 7, 2026 17:54


Three booming market years can make anyone feel invincible—until the ground shifts. On this episode, advisors Raj Shah and Rick Borek unpack what happens when portfolios stall, risk tolerance drops, and retirement gets real. They discuss market rotation, dialing back concentrated positions, building reliable income streams, planning around Social Security uncertainty, political noise, and taxes, including Roth conversions. It’s a candid conversation about balance, predictability, and preparing for retirement without reacting to headlines. 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.

Unlock Your Wealth
When Market Volatility Meets Retirement Reality

Unlock Your Wealth

Play Episode Listen Later Mar 31, 2026 16:49


What happens when market swings collide with retirement reality? On this episode, Raj Shah and Rick Borek break down why volatility feels different when you’re close to retirement—and why moving everything to cash isn’t the answer. They explore predictable income, portfolio balance, and strategies designed to reduce stress when markets turn choppy. From guarding against major downturns to understanding Roth IRA conversions and guaranteed income streams, the conversation centers on aligning your money with how you actually want to live in retirement—calmly, confidently, and without watching the market every day. 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.

Unlock Your Wealth
When Market Noise Meets Retirement Reality

Unlock Your Wealth

Play Episode Listen Later Mar 24, 2026 16:28


Market headlines are loud, but uncertainty is louder when retirement is on the line. On this episode, Raj Shah and Rick Borek break down why investors are craving predictability in volatile markets, from whipsaw stocks to geopolitical risk. They discuss blending growth with guaranteed income, how fixed income can stabilize retirement cash flow, and where Roth conversions fit into today’s tax environment. The conversation centers on control—structuring portfolios to support income needs, manage risk, and reduce future tax exposure without relying solely on market performance. 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.

The IPhO Podcast
Episode 61: Two Different Paths, One Common Goal with Raj Shah and Timothy Haji

The IPhO Podcast

Play Episode Listen Later Mar 19, 2026 29:45


On this episode of the IPhO Podcast, we are joined by Raj Shah, Associate Principal Scientist and Regulatory Affairs Liaison in Neuroscience at Merck, and Timothy Haji, Associate Director in U.S. Regulatory Affairs at Merck and former Rutgers RPIF Regulatory Affairs Fellow. Raj and Tim share how their careers in the pharmaceutical industry began, one through direct entry and the other through a regulatory affairs fellowship, and discuss the opportunities, challenges, and mentorship that helped shape their paths. They explore key topics for students and early-career professionals, including the differences between fellowship and direct entry roles, how to build credibility early in your career, and the importance of networking, communication, and presentation skills in industry. They also touch on the growing role of artificial intelligence in regulatory work, along with practical advice on mentorship, professional development, and making the most of opportunities throughout pharmacy school and beyond. Listen in now!

Unlock Your Wealth
Estate Planning Isn't Just for the Wealthy—Here's Why

Unlock Your Wealth

Play Episode Listen Later Mar 17, 2026 17:05


What happens when aging parents never put their financial wishes in writing?On this episode, Raj Shah and Rick Borek discuss why estate planning isn’t just for the wealthy and how overlooked details can create tax consequences, income gaps, and stress for families. Through a real client story, they explore estate plans, power of attorney, long‑term care funding, and the realities of retirement spending volatility. The conversation highlights how coordinated planning can align income, healthcare needs, and legacy decisions over time. 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.

Unlock Your Wealth
Market Volatility, War Headlines, and Investor Nerves

Unlock Your Wealth

Play Episode Listen Later Mar 10, 2026 14:17


Missiles overseas, markets at home, and investors stuck watching headlines late at night. On this episode, Raj Shah and Rick Borek break down how global conflict, market volatility, and recent record stock market gains collide—and what that means for everyday investors. They discuss why fear-driven market timing often backfires, how risk can be adjusted without abandoning equities, and why portfolio structure matters more than predictions. The conversation focuses on control, balance, and staying invested while navigating uncertainty. 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.

Unlock Your Wealth
Your Retirement Paycheck vs. Market Volatility

Unlock Your Wealth

Play Episode Listen Later Mar 3, 2026 17:07


What if your retirement paycheck didn’t depend on the market’s mood? On this episode Raj Shah and Rick Borek break down how retirees and pre-retirees are rethinking income in today’s volatile market. They explore blended strategies that combine guaranteed income with growth investments, explain why predictability matters more as retirement approaches, and use real-world examples to show how income diversification can change how people invest with confidence. It’s a practical conversation about risk, income, and building a retirement plan designed for real life. 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.

Unlock Your Wealth
Retirement Isn't the Finish Line—It's a New Game

Unlock Your Wealth

Play Episode Listen Later Feb 24, 2026 16:16


After three strong years in the market, many investors are facing a new reality: gains feel fragile, and confidence isn’t guaranteed. On this episode Raj Shah and Rick Borek break down why risk tolerance often drops as retirement nears, how market rotation is changing what works, and why guaranteed income can be the backbone of a retirement plan. They also unpack the real difference between retirement and financial freedom, and why aligning your portfolio with who you are today matters more than chasing yesterday’s returns. 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.

Unlock Your Wealth
Why Your 401(k) Feels Safe—Until It Isn't

Unlock Your Wealth

Play Episode Listen Later Feb 17, 2026 17:46


That unexpected IRS notice in your mailbox might be the first warning shot. On this episode, Raj Shah and Rick Borek break down what really happens when retirement meets taxes, market volatility, and required minimum distributions. The conversation covers RMD timing, Roth IRA conversions, managing risk after leaving the workforce, and why old 401(k)s often become costly “set‑it‑and‑forget‑it” accounts. The discussion goes beyond performance, focusing on income planning, tax efficiency, and portfolio structure as investors transition from accumulation to retirement confidence. 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.

Unlock Your Wealth
Gold at $5,000: Should You Buy In — or Back Off?

Unlock Your Wealth

Play Episode Listen Later Feb 10, 2026 13:05


Gold prices are soaring to record highs — but does that make it a smart move for your portfolio? On this episode, Raj Shah & Rick Borek break down the hype around gold, explores when it helps and when it hurts, and reveals why high‑net‑worth investors often prioritize predictable income over big risks. From gold IRAs to donor‑advised funds, tax strategy, and safeguarding wealth in volatile markets, this conversation helps listeners rethink how to protect what they've built and plan smarter for retirement. 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.

Unlock Your Wealth
Before You Touch Your Retirement Savings, Listen to This

Unlock Your Wealth

Play Episode Listen Later Feb 3, 2026 16:32


Unexpected financial pressures are forcing Americans to make tough choices—and many are eyeing their retirement accounts. In this episode, the SC Wealth Advisors team breaks down what really happens when you tap your savings and explores smarter ways to manage rising expenses, taxes, and market uncertainty. They unpack the realities behind political noise, portfolio risk, healthcare costs, Roth conversions, and strategies for building predictable income. It’s a practical, clear‑eyed look at staying financially confident, even when headlines shift daily. 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.

Unlock Your Wealth
The Market's Up—Now What? Protecting Your 401(k) Wins

Unlock Your Wealth

Play Episode Listen Later Jan 27, 2026 15:45


Are your hard‑earned 401(k) gains safe as you approach retirement? On this episode, Raj Shah and Rick Borek explore how record market highs can create both excitement and anxiety for investors on the cusp of leaving the workforce. They break down strategies for protecting recent growth, leveraging in‑service rollovers, reverse‑engineering retirement income, and building a “fun bucket” that supports the lifestyle you’ve envisioned. With real client examples and practical planning insights, the conversation highlights how thoughtful structure—not chance—shapes a confident retirement. 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.

Unlock Your Wealth
Three Years Up—So What Happens Now?

Unlock Your Wealth

Play Episode Listen Later Jan 20, 2026 15:53


The market may be soaring, but is your portfolio ready for what comes next? In this episode, Raj Shah and Rick Borek break down why three straight years of market gains create both opportunity and risk—especially for those nearing retirement. They discuss strategies for protecting hard‑earned returns, reallocating underperforming holdings, managing taxes efficiently, and planning income across short‑, mid‑, and long‑term needs. With real‑world examples and practical perspective, this conversation helps listeners rethink their financial approach as they step closer to retirement. 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.

Unlock Your Wealth
Are You Investing Like It's Yesterday's Market?

Unlock Your Wealth

Play Episode Listen Later Jan 13, 2026 19:40


What happens when three straight years of market gains collide with retirees’ growing worries? On this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek break down why so many near‑retirees are rethinking risk, income needs, and portfolio structure heading into 2026. From blended strategies that balance protection with growth to navigating Social Security, pensions, and spousal income gaps, they walk through real scenarios that highlight how financial planning shifts as retirement nears. A clear, practical conversation designed to help listeners better understand the moving parts of their own long‑term plan. 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.

Unlock Your Wealth
Are You Saving Smart—or Saving Blind?

Unlock Your Wealth

Play Episode Listen Later Jan 6, 2026 14:04


What if the biggest threat to your retirement isn’t the market—but the assumptions you make about it? In this episode, Raj Shah and Rick Borek break down why emergency funds, Social Security timing, and portfolio risk aren’t one‑size‑fits‑all decisions. They explore real stories of people questioning when to retire, how much cash to keep, and whether they’re truly prepared for downturns. You’ll hear why market cycles vary, how guaranteed income strategies can help stabilize retirement plans, and why personalized analysis beats rules of thumb every time. 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.

Unlock Your Wealth
The Truth About Income Strategies No One Talks About

Unlock Your Wealth

Play Episode Listen Later Dec 31, 2025 16:50


Retirement isn’t just about saving money — it’s about turning savings into dependable income that lasts. On this episode, Raj Shah and Rick Borek unpack real-life strategies for creating predictable retirement income, navigating rising living costs, and making informed decisions about Roth options, catch-up contributions, and Social Security timing. They break down why cookie‑cutter retirement “rules” often fail and how personalized planning can close income gaps, protect spouses, and build confidence for the decades ahead. 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.

Unlock Your Wealth
Beyond the Bull Market: Protecting Your Wealth When the Tide Turns

Unlock Your Wealth

Play Episode Listen Later Dec 16, 2025 18:40


Are you letting market complacency quietly erode your retirement dreams? This episode dives into the hidden risks of “set it and forget it” investing, the pitfalls of orphaned 401(k)s, and why a balanced, forward-looking strategy is crucial for lasting wealth. Discover how debt management, family conversations, and proactive planning can safeguard your financial future—even when the market turns. Real stories, actionable insights, and expert analysis help you rethink your approach to retirement and legacy planning. 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.

Unlock Your Wealth
Retirement Reality Check: Gen X's Biggest Financial Fears

Unlock Your Wealth

Play Episode Listen Later Dec 9, 2025 14:03


Are you ready to face the retirement realities Gen X can’t ignore? This episode dives into the anxieties of outliving savings, the looming impact of Social Security reforms, and practical strategies for building lasting income streams. Discover how customized financial planning, income annuities, and year-end tax moves can help secure your future—no matter what the market brings. 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.

Unlock Your Wealth
The Truth About Emergency Funds and Social Security Decisions

Unlock Your Wealth

Play Episode Listen Later Nov 26, 2025 14:22


Are you prepared for the unexpected twists in your financial journey? This episode dives into the real fears of running out of money, the importance of emergency funds, and how personalized planning can help you retire with confidence. Hear stories of everyday people facing tough retirement decisions, learn why “cookie-cutter” advice falls short, and discover strategies to maximize your income and Social Security benefits. Get practical insights from SC Wealth Advisors to help you make informed choices for a secure future. 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.

Unlock Your Wealth
The Hidden Dangers Lurking in Your Year-End Finances

Unlock Your Wealth

Play Episode Listen Later Nov 18, 2025 18:26


Are you making costly mistakes in the name of saving money? Discover how year-end financial decisions, hidden “spaving” traps, and one-size-fits-all advice could jeopardize your retirement. Raj Shah and Rick Borek of SC Wealth Advisors reveal why a truly personalized approach to wealth management matters now more than ever. Learn how to protect your nest egg, avoid common pitfalls, and build a plan that fits your unique goals—without falling for financial gimmicks. 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.

Unlock Your Wealth
Is Playing It Safe Costing You Your Retirement?

Unlock Your Wealth

Play Episode Listen Later Nov 11, 2025 17:40


What if everything you thought about a stress-free retirement was wrong? This episode dives into the real stories behind retirement planning, from an 87-year-old who defies convention to the pitfalls of “safe” investments and the importance of adapting to today’s financial realities. Raj Shah and Rick Borek break down how to protect your wealth, avoid common mistakes, and build a plan that fits your life—not someone else’s. Discover why the fundamentals still matter and how a personalized approach can help you sleep easy, no matter what the market does. 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.

Unlock Your Wealth
Is Your Retirement Plan Leaking Money? Uncover the Hidden Fees

Unlock Your Wealth

Play Episode Listen Later Nov 4, 2025 17:53


Are invisible fees quietly draining your retirement savings? This episode of the Unleash Your Wealth podcast dives into the real impact of Social Security, Cost of Living Adjustment or COLA, rising Medicare premiums, and the hidden costs lurking in 401(k)s and IRAs. Discover why relying solely on Social Security may not be enough, how to spot and reduce unseen expenses, and the importance of dynamic, personalized financial planning for a confident retirement. 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.

RNT Fitness Radio
Ep 434 - Hall Of Fame | Raj Shah: C Suite Executive Gets Shredded At 40

RNT Fitness Radio

Play Episode Listen Later Jun 4, 2025 67:59


On this episode of RNT Fitness Radio, I sit down with Raj Shah, a father of two and C suite executive of a major pharmaceutical company in the UK. Raj first came on the pod on episode 92, after his first photoshoot back in 2019, and here we are… 6 years later, talking about how his journey has unfolded since. Raj went on an aggressive Investment Phase for a few years, and decided for his 40th this year, he wanted to pull the pin and get into the best shape of his life. This was a fun one we filmed in the studio, so check out the RNT Fitness YouTube Channel for the footage. More from Raj:  Ep. 92 - Hall of Fame | Raj Shah:  How Raj Built His Physique To Achieve More In 5 Months Than 15 Years https://youtu.be/mSDyQIGGvIM https://www.rntfitness.co.uk/ep-92-raj-shah Raj Shah's Case study (2019): https://www.rntfitness.co.uk/raj-shah-physique-journey.html Reels: https://youtube.com/shorts/xpVvlMUywaI https://youtube.com/shorts/ili8I_ivS9A Chapters: 00:00 Introduction to Raj's Fitness Journey 02:13 The Impact of Social Perception on Fitness 05:34 Fatherhood and Fitness: Setting an Example 09:59 Reflections on Parental Influence and Health 12:05 Building Healthy Habits: The Foundation of Fitness 13:05 The Mental Challenges of Fitness Journeys 18:01 Teaching Resilience to the Next Generation 20:34 Navigating Parenting in a Material World 22:20 The Long Road to Fitness: A Personal Reflection 30:43 Pushing Limits: The Mindset Behind Transformation 33:43 The Danger of Complacency in Fitness 35:37 The Journey of Transformation and Self-Perception 37:21 The Impact of COVID on Fitness Goals 39:48 Balancing Work and Fitness 43:52 The Resilience Built Through Training 48:34 The Importance of Self-Reflection 51:58 Finding Balance in Life 54:50 Turning 40: A Reflective Milestone 59:08 The Importance of Continuing the Journey 01:02:46 Setting New Goals for the Future Next steps:  1) Apply for 1-1 coaching: https://www.rntfitness.co.uk/pro/   2) Take our quiz to see if you're ready for a transformation: http://www.rntfitness.co.uk/transform   3) Get our free book shipped to your door: https://bit.ly/tybtylform   4) Try our free 28 day fat loss accelerator: https://www.rntfitness.co.uk/transformation-accelerator  5) Optimum Nutrition: RNT20 for 20% off Connect with RNT Fitness:  Website  Facebook  Instagram  YouTube  Email  Connect with Akash:  Facebook  Instagram  LinkedIn 

LGIM Talks
363: Can factor strategies be decarbonised?

LGIM Talks

Play Episode Listen Later May 1, 2025 15:39


Following the publication of a major new research paper, Raj Shah, a Senior Quant and Factor Strategist within our Index Solutions team, delves into the question of whether factor portfolios can be decarbonised without losing their underlying risk and return characteristics.  This podcast is hosted by Harry Brooks, European Content Manager. For professional investors only. Capital at risk. It should be noted that diversification is no guarantee against a loss in a declining market. There is no guarantee ESG targets will be achieved.

The BreakLine Arena
Raj Shah, Managing Partner at Shield Capital | The Future of War and DEFCON Investment

The BreakLine Arena

Play Episode Listen Later Apr 17, 2025 47:52


Join us in the BreakLine Arena for an insightful conversation with Raj Shah, Managing Partner at Shield Capital and co-founder of Resilience. As a former fighter pilot and the current Director of the Joint Reserve Detachment at DIU, Raj brings a unique perspective on the future of war, innovation in defense, and the intersection of government and technology.In this episode, Raj shares his expertise on:

The Poultry Nutrition Blackbelt Podcast
Bikas Raj Shah: Synbiotics vs. Antibiotics in Poultry - Part 2 | Ep. 85

The Poultry Nutrition Blackbelt Podcast

Play Episode Listen Later Jan 29, 2025 17:02


In this episode of The Poultry Nutrition Blackbelt Podcast, Bikas Raj Shah, a PhD student at The Ohio State University, continues to share his findings on synbiotics versus antibiotics for managing necrotic enteritis, including compelling mortality results from his trials. He also discusses immune system responses crucial for broiler health and outlines his next steps in research. Tune in on your favorite platform to discover insights into immune modulation and emerging innovations in poultry nutrition. Listen now!"The antibiotic-treated group maintained a 7% mortality rate, while symbiotic-treated birds decreased from 35% to just 1% after a week."Meet the guest: Bikas Raj Shah, a PhD student at The Ohio State University, holds a master's in Poultry Science from the University of Georgia and a veterinary degree from Tribhuvan University. Shah also serves as Animal Sciences Delegate for Ohio State's Council of Graduate Students and Graduate Student Representative for the Infectious Disease Institute - Trainee Association. He is a member of the Poultry Science Association.What you'll learn:(00:00) Highlight(01:16) Introduction(02:00) Synbiotics vs. antibiotics(03:29) Immune response(04:58) Mortality patterns in trials(09:17) Future research(12:36) Key takeaways(29:28) Closing thoughtsThe Poultry Nutrition Blackbelt Podcast is trusted and supported by innovative companies like:* Kerry- Poultry Science Association- BASF- Anitox

The Poultry Nutrition Blackbelt Podcast
Bikas Raj Shah: Synbiotic Supplementation in Broilers - Part 1 | Ep. 84

The Poultry Nutrition Blackbelt Podcast

Play Episode Listen Later Jan 22, 2025 13:27


In this episode of The Poultry Nutrition Blackbelt Podcast, Bikas Raj Shah, a PhD student at The Ohio State University, explores the impacts of synbiotic and antibiotic supplements on necrotic enteritis in broilers. He shares findings from his research on immune responses and growth performance, revealing differences between synbiotic and antibiotic treatments under infection stress. Tune in on all major platforms!"One interesting finding from my first project was that symbiotics decreased the feed conversion ratio, allowing birds to gain good weight even with less feed."Meet the guest: Bikas Raj Shah, a PhD student at The Ohio State University, holds a master's in Poultry Science from the University of Georgia and a veterinary degree from Tribhuvan University. Shah also serves as Animal Sciences Delegate for Ohio State's Council of Graduate Students and Graduate Student Representative for the Infectious Disease Institute - Trainee Association. He is a member of the Poultry Science Association.What you'll learn:(00:00) Highlight(01:18) Introduction(01:46) Research overview(02:18) Synbiotic insights(04:36) Necrotic enteritis(06:52) Immune response analysis(10:07) Antibiotic vs. synbiotic(13:45) Closing thoughtsThe Poultry Nutrition Blackbelt Podcast is trusted and supported by innovative companies like:* Kerry- Anitox- Poultry Science Association- Kemin- BASF

The Shift
Dez livros para começar bem 2025

The Shift

Play Episode Listen Later Dec 30, 2024 40:07


Para manter a tradição de todos os anos, Cristina De Luca e Silvia Bassi selecionaram dez livros que podem ajudar a começar bem 2025, de Inteligência Artificial a ficção científica, passando por guerra tecnológica e biografias de super founders de tech que vão impactar nossa vida no novo ano.Links do episódio: 1- "Potencial oculto: Como extrair o melhor de você e dos outros", livro novo de Adam Grant para brilhar em 2025.2- "Lunáticos - Loonshots: Como cultivar ideias inovadoras capazes de mudar o mundo", de Safi Bahcall, para tirar sua idéia maluca do papel.3- "The Skill Code: How to Save Human Ability in an Age of Intelligent Machines", de Matt Beane, para garantir que nossas habilidades humanas prosperem na era da IA.4- "Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son", de Lionel Barber, sobre um dos mais controversos investidores de tecnologia.5- "Supremacy: AI, ChatGPT, and the Race that Will Change the World", de Parmy Olsen, mergulha na grande guerra entre OpenAI e Google DeepMind. Livro do Ano do Financial Times.6- "The Nvidia Way: Jensen Huang and the Making of a Tech Giant", de Tae Kim, explica como pensa o cofundador da Nvidia, a empresa que está no olho do furacão da IA.7- "Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior", de Sandra Matz, para entender como os algoritmos podem influenciar nosso comportamento, para o bem e para o mal.8- "Unit X: How the Pentagon and Silicon Valley Are Transforming the Future of War", de Raj Shah e Christopher Kirchhoff, sobre a influência da tecnologia digital no futuro da guerra.9- "Scale: The Universal Laws of Life, Growth, and Death in Organisms, Cities, and Companies", por Geoffrey West, traz o lado científico sobre as métricas que regem a vida e a morte dos seres vivos, organismos, empresas e cidades.10- "Nada mais será como antes", de Miguel Nicolelis. Uma ficção científica fundamentada em problemas e riscos reais para a humanidade. A The Shift é uma plataforma de conteúdo que descomplica os contextos da inovação disruptiva e da economia digital.Visite o site www.theshift.info e assine a newsletter

POLITICO Dispatch
How the NATO Innovation Fund is trying to change the future of war

POLITICO Dispatch

Play Episode Listen Later Oct 31, 2024 22:00


The nature of war is changing. $10 million tanks in Ukraine are being disabled by $10,000 drones — and many cutting-edge battlefield technologies today come from private companies rather than governments. Few people know more about harnessing commercial tech for the military than Raj Shah, who led the Pentagon's Defense Innovation Unit before founding his own venture capital firm. Now he's on the board of the NATO Innovation Fund. On the show today, he speaks with POLITICO deputy tech editor Daniella Cheslow to talk about how to translate leading technology to the battlefield. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Defense Tech Underground
005: Raj Shah - Unit X: The Rise of the Defense Innovation Unit

The Defense Tech Underground

Play Episode Listen Later Sep 19, 2024 51:38


Raj Shah is a former US Air Force F-16 pilot and was the head of the Defense Innovation Unit, Experimental.  He now leads Shield Capital, an early stage venture capital firm investing in technologies that will secure America's future.  Raj is the author of Unit X: How the Pentagon and Silicon Valley Are Transforming the Future of War.  In this episode of the Defense Tech Underground, we discuss Raj's journey from small town Georgia to becoming an Air Force pilot, his experience leading the Defense Innovation Unit, the founding and mission of Shield Capital, and his new book Unit X: How the Pentagon and Silicon Valley are Transforming the Future of War, which explores the evolving nature of the Department of Defense's acquisition of cutting-edge technology for the warfighter. This episode is hosted by Jeff Phaneuf and Josh Pickering.   Full Bio:  Raj Shah is the co-founder and managing partner of Shield Capital, an investment firm focused on technologies applicable to both the commercial and defense markets. He is also the chairman of Resilience, a cyber-security start-up and a commissioner on the Department of Defense's Commission on Planning, Programming, Budgeting, and Execution Reform (PPB&E).  Raj also serves on the Board of Directors to NATO's Innovation Fund. Most recently he was the managing partner of the Pentagon's Defense Innovation Unit Experimental (DIUx), reporting to the Secretary of Defense. Raj led DIUx in its efforts to strengthen U.S. armed forces through contractual and cultural bridges between Silicon Valley and the Pentagon. He is the author of the book, Unit X: How the Pentagon and Silicon Valley are Transforming the Future of War. Previously, Raj was senior director of strategy at Palo Alto Networks, which acquired Morta Security, where he was chief executive officer and co-founder. Raj serves as an F-16 pilot in the US Air Force and has completed multiple combat deployments. He holds an AB from Princeton University and an MBA from the Wharton School at the University of Pennsylvania.

Defense & Aerospace Report
Tech Report [Sep 18, 24] Raj Shah & Dr. Chris Kirchhoff

Defense & Aerospace Report

Play Episode Listen Later Sep 18, 2024 42:45


On this innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Raj Shah, the former director of the Defense Innovation Unit who is a cofounder of Shield Capital, and Dr. Chris Kirchhoff, the former director of strategic planning at the National Security Council during the Obama administration who founded the Pentagon's Silicon Valley office, join Defense & Aerospace Report Editor Vago Muradian to discuss their new book — Unit X: How the Pentagon and Silicon Valley are Transforming the Future of War — their concern the United States isn't ready for a new era of warfare, the most important lessons from the Ukraine war, whether the Pentagon has identified the big problems it needs to solve to prevail in wars against China and Russia, the importance of presidential leadership in driving change across DoD, progress since DIU was founded, the venture capital environment, and role of allies and partners. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexdefense.org

Reaganism
Military Innovation: Acquisition and Reform with Raj Shah

Reaganism

Play Episode Listen Later Aug 19, 2024 35:41


On this episode of Reaganism, Reagan Institute Director Roger Zakheim sits down with Raj Shah who is a Managing Partner at Shield Capital. They discuss defense innovation, autonomy in warfare, DOD acquisitions and bureaucracy reform.

Motley Fool Money
Unit X and the Future of Defense

Motley Fool Money

Play Episode Listen Later Aug 3, 2024 29:01


Within the Pentagon, there's an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It's called Unit X.  Chris Kirchoff and Raj Shah are the two men who built that unit. They join Ricky Mulvey for a conversation on the changing defense landscape and what it's like to bring a venture capital mindset to bureaucrats. They also discuss: What it's like to disrupt Washington's “primes” Supersonic drones, EVOTLs, and  How investors and lawmakers can distinguish “statistical techniques” from genuine AI Companies mentioned: NOC, BA, GOOG, GOOGL, JOBY, PLTR, TSM Host: Ricky Mulvey Guest: Christopher Kirchoff, Raj Shah Producer: Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

The Realignment
494 | Raj Shah: How the Pentagon and Silicon Valley Are Transforming the Future of War

The Realignment

Play Episode Listen Later Jul 25, 2024 44:20


Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: realignmentpod@gmail.comFoundation for American Innovation: https://www.thefai.org/posts/lincoln-becomes-faiIn a cross-over episode with Hudson's Arsenal of Democracy podcast, Raj Shah, former Director of the Defense Innovation Unit, Managing Parter at Shield Capital, and co-author of Unit X: How the Pentagon and Silicon Valley Are Transforming the Future of War, joins The Realignment. Raj and Marshall discuss the evolution of Silicon Valley's relationship with the U.S. military since the 2010s, his time directing the Defense Innovation Unit, where D.C. stands in the way of innovation, and how lessons from today's current conflicts should shape our approach to the future. 

Arsenal of Democracy
36: Balancing Drones, Carriers, and the Future of Defense Tech (feat. Raj Shah)

Arsenal of Democracy

Play Episode Listen Later Jul 24, 2024 43:30


How can the Department of Defense build a strategy and budget around the increasing scenario of using $3,000,000 missiles to shoot down $15,000 drones? Host Marshall Kosloff talks with former Defense Innovation Unit (DIU) Director, Raj Shah, about how to find innovation at the intersection of the government and private sectors to ensure that U.S. servicemembers never find themselves in a fair fight.  Explore Shah's upcoming book titled, "Unit X: How the Pentagon and Silicon Valley Are Transforming the Future of War" 

Rick Wilson's The Enemies List
The Future of War

Rick Wilson's The Enemies List

Play Episode Listen Later Jul 22, 2024 39:18


The future of war is a complex mix of public and private, dated hardware and new technology. In this episode Rick speaks with Chris Kirchhoff and Raj Shah, authors of "Unit X: How the Pentagon and Silicon Valley are Transforming the Future of War." They dive into the significant technological shifts impacting modern warfare, highlighting the disparity between military and consumer tech development. The conversation explores the bureaucratic challenges and innovative efforts of the Defense Innovation Unit (DIU) to merge these ecosystems. Real-world examples from Ukraine and discussions on the future of autonomous systems and AI in warfare underscore the urgency for the US to adapt quickly and efficiently. Chris and Raj's book, "Unit X: How the Pentagon and Silicon Valley are Transforming the Future of War," available now. Timestamps: (00:05:22) Unit X (00:17:51) Drones and countermeasures (00:24:19) Weapons and AI Follow Resolute Square: Instagram Twitter TikTok Find out more at Resolute Square Learn more about your ad choices. Visit megaphone.fm/adchoices

Commonwealth Club of California Podcast
Raj Shah and Christopher Kirchhoff: How the Pentagon and Silicon Valley Are Transforming the Future of War

Commonwealth Club of California Podcast

Play Episode Listen Later Jul 20, 2024 65:06


In an era when America's chief rival, China, has ordered that all commercial firms within its borders make their research and technology available for military exploitation, strengthening the relationship between Washington and Silicon Valley is an urgent necessity, argue Raj Shah and Christopher Kirchhoff. They come to Commonwealth Club World Affairs to offer an inside look at an elite unit within the Pentagon—the Defense Innovation Unit, also known as Unit X—whose mission is to bring Silicon Valley's cutting-edge technology to America's military. Shah is a technology entrepreneur, venture capitalist and former director of the Defense Innovation Unit; Kirchhoff is the former director of strategic planning for the National Security Council under President Obama and is the co-creator of the Defense Innovation Unit. Until recently, the Pentagon was known for its uncomfortable relationship with Silicon Valley and for slow-moving processes that acted as a brake on innovation. Unit X was specifically designed as a bridge to Valley technologists that would accelerate bringing state of the art software and hardware to the battle space. Given authority to cut through red tape and function almost as a venture capital firm, Shah, Kirchhoff, and others in the Unit who came after were tasked particularly with meeting immediate military needs with technology from Valley startups rather than from so-called “primes”—behemoth companies like Lockheed, Raytheon, and Boeing. A vast and largely unseen transformation of how war is fought as profound as the invention of gunpowder or advent of the nuclear age is occurring. Flying cars that can land like helicopters, artificial intelligence-powered drones that can fly into buildings and map their interiors, microsatellites that can see through clouds and monitor rogue missile sites—all these and more are becoming part of America's DIU-fast-tracked arsenal. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Brian Kilmeade Show Free Podcast
Trump: My opponent doesn't matter, it's about policy; They're all lunatics

The Brian Kilmeade Show Free Podcast

Play Episode Listen Later Jul 10, 2024 136:56


[00:00:00] Fmr. President Donald J. Trump [00:23:45] Ben Domenech [00:42:06] Kellyanne Conway [01:00:28] Raj Shah & Chris Kirchhoff [01:18:50] Rich Lowry [01:37:13] Alison Esposito Learn more about your ad choices. Visit megaphone.fm/adchoices

The Lawfare Podcast
Lawfare Daily: Christopher Kirchhoff on How the Pentagon and Silicon Valley Are Transforming the Future of War

The Lawfare Podcast

Play Episode Listen Later Jul 9, 2024 58:33


Jack Goldsmith sat down with Christopher Kirchhoff, a former senior official in the Pentagon's Defense Innovation Unit (DIU) and the co-author with Raj Shah of the new book, “Unit X: How the Pentagon and Silicon Valley Are Transforming the Future of War.” They talked about the origins and aims of the Defense Innovation Unit, how the defense bureaucracy fought it, and DIU's successes and failures. They also discussed the pathologies of defense procurement, the relationship between technological innovation and military superiority, and whether the Department of Defense can innovate fast enough to maintain technological and military superiority.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/c/trumptrials.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

Closing Bell
Closing Bell Overtime: Why The Fed Should Cut This Month, According to Neil Dutta; ServiceNow Sinks On Downgrade 7/8/24

Closing Bell

Play Episode Listen Later Jul 8, 2024 43:29


Renaissance Macro's Neil Dutta makes the case for the Fed to cut rates at its meeting later this month. Shield Capital's Raj Shah on how Silicon Valley learned to love the defense industry. Guggenheim's John DiFucci downgrades ServiceNow.  

HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More
The Brain Trust: Ep 24: Primary Care Summary: Early Detection and Diagnosis of Alzheimer's Disease

HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More

Play Episode Listen Later Jun 25, 2024 30:11


Episode 24: Primary Care Summary: Early Detection and Diagnosis of Alzheimer's Disease Hosts Dr. Eukesh Ranjit and Dr. Raj Shah, talk about what they learned through the conduct of the Brain Trust podcasts to date and share some potential avenues that diagnosis may take in the near future. Learning Objectives: - Provide one key lesson learned about ADRD early diagnosis and detection in primary care from the Brain Trust series. - Provide one potential future development that may alter early diagnosis and detection in primary care. Earn 1-Hour State of Illinois Mandated Dementia Education CME iafp.mclms.net/en/ Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

The Daily Punch
Another one bites the dust: Johnson losing another top aide

The Daily Punch

Play Episode Listen Later May 22, 2024 10:55


Another senior staffer from Speaker Mike Johnson's office is leaving. Raj Shah is likely to leave the speaker's office in the coming weeks. Plus: Ways and Means is set to release more information related to the Hunter Biden case. Want more in-depth daily coverage from Congress? Subscribe to our free Punchbowl News AM newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

War on the Rocks
Defense and Capital: A Conversation with Raj Shah of Shield Capital

War on the Rocks

Play Episode Listen Later Oct 31, 2023 23:51


Continuing our series of conversations about issues at the intersection of defense and capital, Ryan chatted with Raj Shah of Shield Capital last month in San Francisco. From his service in the Air Force flying F-16s to his time as an entrepreneur to the Defense Innovation Unit-Experimental to his current work in venture capital, Shah has been a critical player in trying to maintain and grow the U.S. military's technological advantages.