What if the biggest threat to your retirement isn't a market crash, but a detail so small you barely notice it? In this episode of The Retirement Project, Pat Schultz explores the difference between the big-picture goals of retirement and the small financial decisions that can dramatically impact long-term success. From inflation and sequence of returns risk to tax planning, Roth conversions, healthcare costs, and sustainable retirement income, Pat explains why retirement planning requires both a telescope and a microscope. He shares how overlooking seemingly minor details can create major consequences over time, and why a thoughtful, adaptable plan can help retirees navigate uncertainty with greater confidence.

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

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