business
Hosted by Pat Schultz · business · EN-US
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.
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Contact path
Verified email
Booking probability
29%
Guest openness
Selective
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Signup to Generate a PitchAre 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.
The Retirement Project is hosted by Pat Schultz. The show has published 15 episodes to date.
Recent episodes include "What's More Important in Retirement: The Big Picture or the Details?" (29 September 2026, 18 minutes), "Could Communication Be the Most Valuable Inheritance You Leave Behind?" (15 September 2026, 20 minutes), and "Is Your "Safe" Money Secretly Costing You?" (25 August 2026, 17 minutes).
The Retirement Project publishes roughly every two weeks, with episodes averaging 16 minutes across 15 episodes.
Booking probability for The Retirement Project is 29%, and the host is rated Selective on guests. The Retirement Project requires a Pod Score of 80 or higher. The Retirement Project's contact route on record: verified email.
The strongest fits for The Retirement Project are Investing & Wealth Management. The Retirement Project has a business audience.
Pat Schultz hosts The Retirement Project, a business podcast with 15 episodes published.
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The Retirement Project
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...
The Retirement Project
What if the greatest financial gift you leave your family isn't an inheritance, but a conversation? In this special Grandparents Day episode of The Retirement Project , Pat Schultz explores the financial discussions...
The Retirement Project
Could the safest money in your portfolio actually be putting your retirement at risk? In this episode of The Retirement Project , Pat Schultz explores the concept of "dead money" and why keeping too much cash in savings...
The Retirement Project
Does achieving the American Dream really require $5 million, or is the real challenge planning for the costs no one wants to talk about? In this episode of The Retirement Project , Pat Schultz explores a...
The Retirement Project
What if the biggest retirement mistakes happen in the final stretch before you stop working? In this episode, Pat Schultz shares some of the most common pitfalls he sees in the five years leading up to retirement. From...
The Retirement Project
Is paying a little more for Medicare today worth avoiding a much bigger tax bill tomorrow? In this episode, Pat Schultz breaks down the often-overlooked connection between Roth conversions and Medicare premiums. While...
The Retirement Project
What should you really do with your 401(k) when you retire—roll it over, leave it alone, or cash it out? In this episode of The Retirement Project , Pat Schultz breaks down the three most common paths retirees...
The Retirement Project
Are annuities a smart income tool—or one of retirement’s most misunderstood investments? In this episode of The Retirement Project , Pat Schultz breaks down what annuities really are and why they spark so...
The Retirement Project
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...
The Retirement Project
What if retirement looks “double‑stuffed” on the label—but falls short in real life? In this episode of The Retirement Project , host and CFP® Pat Schultz explores the gap between expectations and...
The Retirement Project
Retiring before Medicare can feel like freedom—until healthcare costs suddenly take center stage. In this episode, certified financial planner, Pat Schultz unpacks what really happens in the gap years before age...
The Retirement Project
Some retirement decisions have expiration dates—and once they pass, you don’t always get a second chance. In this episode, Pat Schultz explores the critical windows of opportunity in retirement planning and...
The Retirement Project
One decision, dozens of rules, and long‑lasting consequences—when you take Social Security matters more than most people realize. In this episode of The Retirement Project , certified financial planner Pat Schultz...
The Retirement Project
Are you and your spouse truly on the same page about money—or just assuming you are? In this episode of The Retirement Project , certified financial planner, Pat Schultz explores the essential financial...
The Retirement Project
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...
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