Are You Making These Retirement Mistakes Without Realizing It?

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 taking too much investment risk and waiting too long to plan, to overlooking tax diversification and spending strategies, Pat explains why small decisions can have a lasting impact. He also discusses the challenge of shifting from saving to spending and why many retirees underestimate how much flexibility their nest egg may provide. The takeaway: retirement planning isn't just about growing your money; it's about making thoughtful decisions before retirement arrives. 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: [email protected] Find us on Facebook or LinkedIn.See omnystudio.com/listener for privacy information.