What if one unexpected moment could reshape your entire retirement? In this episode, Pat Schultz, CFP® and founder of Harriman Hall Wealth Management, shares the real-life experiences that shaped his mission to guide retirees with clarity and purpose. From the hidden dangers of making financial decisions in isolation to the emotional side of leaving a lifelong career, Pat reveals why coordinated planning matters—and how purpose, lifestyle, and tax‑smart strategy tie together in retirement. You’ll also hear the heartfelt story behind Harriman Hall and the mentor who changed Pat’s life. This episode is honest, human, and a powerful reminder that retirement is about more than money.

For specialized guidance on a tax-smart retirement, visit Harriman Hall Wealth to schedule a complimentary, no-obligation consultation with Pat and his team today. Call 585-348-0982 Monday through Friday or email them: team@harrimanhallwealth.com

What if one unexpected moment could reshape your entire retirement? In this episode, Pat Schultz, CFP&reg; and founder of Harriman Hall Wealth Management, shares the real-life experiences that shaped his mission to guide retirees with clarity and purpose. From the hidden dangers of making financial decisions in isolation to the emotional side of leaving a lifelong career, Pat reveals why coordinated planning matters&mdash;and how purpose, lifestyle, and tax‑smart strategy tie together in retirement. You&rsquo;ll also hear the heartfelt story behind Harriman Hall and the mentor who changed Pat&rsquo;s life. This episode is honest, human, and a powerful reminder that retirement is about more than money.
For specialized guidance on a tax-smart retirement, visit&nbsp;<a href="https://www.harrimanhallwealth.com/">Harriman Hall Wealth</a> to schedule a complimentary, no-obligation consultation with Pat and his team today. Call <a href="tel:5853480982">585-348-0982</a> Monday through Friday or email them: <a href="mailto:team@harrimanhallwealth.com">team@harrimanhallwealth.com</a>

Are you ready to build for your future? Before you do, you’ll want to make sure you have the right tools for the job. That’s where “The Retirement Project” can help.

With "The Retirement Project: Clear Conversations for a Tax-Smart Retirement," host and financial advisor Pat Schultz goes over the topics of the day relevant to your retirement, laying out the blueprint for your ideal plan. Covering market developments, financial analysis, and lighthearted looks at how to best craft a retirement, “The Retirement Project” is the podcast you can’t afford to miss.

Are you ready to build for your future? Before you do, you&rsquo;ll want to make sure you have the right tools for the job. That&rsquo;s where &ldquo;The Retirement Project&rdquo; can help.
With "The Retirement Project: Clear Conversations for a Tax-Smart Retirement," host and financial advisor Pat Schultz goes over the topics of the day relevant to your retirement, laying out the blueprint for your ideal plan. Covering market developments, financial analysis, and lighthearted looks at how to best craft a retirement, &ldquo;The Retirement Project&rdquo; is the podcast you can&rsquo;t afford to miss.