The Retirement Project
By Pat Schultz
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Category: Investing
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Episodes: 14
Description
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.
| Episode | Date |
|---|---|
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Could Communication Be the Most Valuable Inheritance You Leave Behind?
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Sep 15, 2026 |
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Is Your "Safe" Money Secretly Costing You?
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Aug 25, 2026 |
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What Does a Comfortable Retirement Actually Cost?
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Aug 11, 2026 |
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Are You Making These Retirement Mistakes Without Realizing It?
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Jul 28, 2026 |
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Are You Letting Medicare Fears Stop a Smart Roth Strategy?
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Jul 14, 2026 |
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What Should You Do with Your 401(k) at Retirement?
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Jun 16, 2026 |
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Should Annuities Have a Place in Your Retirement Plan?
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Jun 02, 2026 |
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The Moment That Changed How I See Retirement Forever
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May 05, 2026 |
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The Retirement Expectations That Miss the Mark
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Apr 21, 2026 |
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The Gap Years: What Early Retirees Need to Know About Healthcare
|
Apr 07, 2026 |
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Miss the Window, Change the Outcome: Retirement Planning by the Clock
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Mar 24, 2026 |
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The Social Security Decision That Follows You for Life
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Mar 04, 2026 |
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Why Retirement Planning Fails When Couples Avoid Talking About Money
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Mar 04, 2026 |
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The Retirement Project Trailer
|
Mar 04, 2026 |