Navigating Retirement with Drew Seyller

Each episode of Navigating Retirement dives into key retirement planning strategies with Drew Seyller. Discover practical tips and solutions for challenges like taxes, Social Security, healthcare planning, and navigating market ups and downs. No matter where you are on your retirement journey, Drew brings expert advice to help you make smart, confident decisions for a successful future.

There are some quotes that just stick in your mind. It could have come from a grandparent, a parent, or any famous person who offered a bit of wisdom for you to hold onto. And some words of wisdom stand the test of time. Let’s go over some timeless advice and how it can relate to retirement. Tune in! We know you have plenty on your mind and sometimes it can be a little much to go on this journey o...

Today, we’re diving into a topic that’s been dominating the headlines: political tensions and domestic conflicts that could have a ripple effect on the economy—and, more importantly, on your financial future. Tune in! We know you have plenty on your mind and sometimes it can be a little much to go on this journey on your own.  Visit us online to schedule your complimentary consultation or to visit...

You know how we sometimes do things that even we can’t explain? Well, it turns out, this also happens when it comes to our money.  Have you ever been so scared of losing money that you didn't take a financial risk? Or maybe you've found yourself buying something just because everyone else is? These are just a couple examples of how our behavior plays a big role in our financial decisions. Jeff Web...

Most retirement planning assumes your expenses will immediately drop when you stop working - maybe needing only 70-80% of your working income. But what if that conventional wisdom is completely wrong? What if retirement spending actually follows a very different pattern than the neat, predictable decline that financial calculators assume? Drew Seyller and Jeff Weberg tackle that and more on today’...

We know you have plenty on your mind and sometimes it can be a little much to go on this journey on your own.  Visit us online to schedule your complimentary consultation or to visit Drew and Jeff at one of her exclusive events, log onto Seyllerfinancial.com today! Catch us on our local radio show! News Talk 1440AM and 96.1 FM WROK – Saturdays at 7 a.m. Each episode of Navigating Retirement dives...

Did you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. Today, we're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture.  Stay Tuned! We know you have plenty on your mind and sometimes it can be a little much to go on this journey on your own.  Visit us online t...

Happy Independence Day! We know you have plenty on your mind and sometimes it can be a little much to go on this journey on your own.  Visit us online to schedule your complimentary consultation or to visit Drew and Jeff at one of her exclusive events, log onto Seyllerfinancial.com today! Catch us on our local radio show! News Talk 1440AM and 96.1 FM WROK – Saturdays at 7 a.m. Each episode of Navi...

Many retirees depend heavily on Social Security, aiming to help maximize their returns from this important income source. However, navigating the system's complexities often proves challenging, leaving many to question the best way to optimize the benefits they will receive over their lifetime. Jeff Weberg and James Parker discuss as to why is the Social Security system is so complex. Stay Tuned!...

Big changes to your retirement could be coming. Will the ‘Big, Beautiful Bill’ help protect your savings, or will it bring new risks? Stay tuned to find out! We know you have plenty on your mind and sometimes it can be a little much to go on this journey on your own.  Visit us online to schedule your complimentary consultation or to visit Drew and Jeff at one of her exclusive events, log onto Seyl...

Some people spend decades diligently saving for retirement, watching their 401(k)s and IRAs grow. But here's an important question many fail to ask: "How much of that money will I actually get to keep after taxes?" If you have a million dollars in your retirement account, Uncle Sam could be entitled to a significant amount of that—depending on your tax situation.  Stay tuned! We know you have plen...

When building a house, you'd never start construction without a proper foundation. Yet surprisingly, some people approach retirement planning exactly that way - focusing on just one aspect while ignoring other crucial elements that help provide essential support and stability.  The retirement landscape has changed dramatically from what previous generations experienced. Drew Seyller and Jeff Weber...

We know you have plenty on your mind and sometimes it can be a little much to go on this journey on your own.  Visit us online to schedule your complimentary consultation or to visit Drew and Jeff at one of her exclusive events, log onto Seyllerfinancial.com today! Catch us on our local radio show! News Talk 1440AM and 96.1 FM WROK – Saturdays at 7 a.m. Each episode of Navigating Retirement dives...

We’d bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future. Drew Setller and Jeff Weberg tackle these unknowns and more, Stay tuned! We know you have plenty on your mind and sometimes it can be a little muc...

Remember when you were working, and you could count on a regular paycheck hitting your bank account every month? For many retirees, that predictable income is replaced by constantly checking portfolio values and worrying about market fluctuations. But retirement doesn't have to feel like a financial rollercoaster. Stay tuned! We know you have plenty on your mind and sometimes it can be a little mu...

Retirement is like starting a whole new chapter in life. For some, it’s exciting. For others, it can feel overwhelming. But there are ways to make it enjoyable. Today, Jeff Weberg and co-host James Parker share 5 Tips for a Happy Retirement . Stay tuned! We know you have plenty on your mind and sometimes it can be a little much to go on this journey on your own.  Visit us online to schedule your c...

Gone are the days when retirees could rely heavily on substantial external support—like Social Security and robust corporate pension plans. Today, Drew Seyller and Jeff Weberg talk about how not only are pensions a fading memory, but the reliability of Social Security benefits is also increasingly uncertain, placing the burden of securing a financially stable retirement more firmly on individuals....

Welcome to Navigating Retirement. Today, we’ll be looking at the “Dirty Dozen.” These are some of the tax scams the IRS has flagged for us to avoid . We’ll discuss some of these with Drew Seyller and Jeff Weberg.  Stay tuned! We know you have plenty on your mind and sometimes it can be a little much to go on this journey on your own.  Visit us online to schedule your complimentary consultation or...

With so much market volatility in the news, many retirees are thinking about the parts of their income strategy that don’t rise and fall with the market. For many retirees, that means Social Security. Today, Drew Seyller and Jeff Weberg are here to share ways you can get the most out of Social Security, especially in an unpredictable market.   We know you have plenty on your mind and sometimes it...

Did you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. Today, we're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture.   Investopedia states, “As a small business owner, you are completely responsible for your own retirement planning. If you have employees, yo...

After years of diligent saving and investing, many people are thrilled to see their retirement accounts grow. And while that's certainly an achievement worth celebrating, there's a sobering reality to consider - Uncle Sam is patiently waiting to collect his share of every dollar you withdraw from those tax-deferred accounts.  Our national debt has surged past $36 trillion and continues to grow at...

Many people spend decades building their retirement nest egg, only to discover that having substantial savings isn't enough. Just like a beautiful house needs a strong foundation to withstand storms, your retirement plan needs proper structuring to help preserve against the challenges ahead. Jeff Weiberg and James Parker go over ways to protect yourself and your portfolio from life’s hidden obstac...

As you look forward to retirement, do you envision enjoying your free time, spending days with family and friends, traveling, pursuing hobbies, or doing charitable work? Or do you feel overwhelmed with worry about finances? While it's important for everyone to take charge of their financial future, women often face unique challenges that men may not. Drew Seyller and co-host James Parker discuss t...

For years, annuities have gotten a bum rap. Too expensive. Too many strings attached. Your money is locked up forever. You’ve heard all the “cons” of annuities for years. But with private company pensions dying out, the tide is starting to turn. Annuities sales have had record years recently.  Today Jeff Weiberg and his co-host James Parker will discuss what they believe is causing the increased i...

As you look forward to retirement, do you envision enjoying your free time, spending days with family and friends, traveling, pursuing hobbies, or doing charitable work? Or do you feel overwhelmed with worry about finances? While it's important for everyone to take charge of their financial future, women often face unique challenges that men may not.  Many people, both women and men, struggle to s...