Navigating Retirement with Drew Seyller

What really happens to your retirement plan when the headlines turn negative and interest rates spike? Join Drew Seyller and Jeff Wieberg as they tackle the confusion around annuities, debunk common myths, and reveal what most people overlook when protecting their nest egg. Discover how seasoned advisors navigate the delicate balance between security, opportunity, and ever-changing economic pressu...

Why do so many Americans feel stuck on the road to retirement? Discover the surprising ways debt, rising costs, and shrinking pensions are quietly sabotaging savings—and learn about the tricky decisions retirees face, from mortgages to budgeting gifts for grandkids. The episode dives into real-life challenges, common misconceptions, and personal stories, while revealing overlooked insights about h...

What if not having kids doesn’t guarantee a carefree retirement? This episode uncovers surprising research revealing why Americans without children feel less financially secure for retirement than those with kids. Dive into the behavioral biases—like mental accounting and loss aversion—that even the savviest investors can fall prey to. Along the way, you’ll hear how emotional pitfalls, overlooked...

Is a million dollars still the golden ticket to retirement—or is it an outdated myth? Join James Parker, Drew Seyller, and Jeff Weberg as they break down what it really takes to make your nest egg last, uncovering the risks that can derail even the best-laid plans. From the perils of hidden fees and costly annuities to the challenges of healthcare expenses and picking a trustworthy advisor, this e...

"Why are the richest retirees often the most anxious?" In this episode, Drew Seyller unpacks the surprising truth behind disciplined savers who struggle to enjoy their hard-earned money. Explore how lifelong habits, family history, and health play into the psychology of spending—and discover why happiness in retirement isn’t about numbers on a spreadsheet. Will you let caution or curiosity shape y...

"Is your retirement plan ready for shifting rules and hidden expenses?" Join James Parker and your Retirement Navigator, Jeff Weberg, as they unpack new Medicare Part D updates and explore why spending in retirement isn’t as predictable as you might think. From quiet calendar deadlines to the soaring cost of care, the episode reveals how evolving government programs and personal habits shape finan...

Is $5,000 a month truly enough to retire comfortably—or are there hidden costs waiting to surprise you? This episode peels back the curtain on the real-world expenses retirees face, from Netflix to health care, unexpected repairs to grandkid gifts. Drew Seyller shares insights on transforming your savings into sustainable income, building flexibility for travel, and avoiding the pitfalls of outliv...

What does it truly take to maintain your lifestyle after the paychecks stop? Join James Parker and retirement navigator Jeff Wieberg as they peel back the layers of monthly budgets, hidden healthcare risks, and the real impact of multiple income streams. Whether you're planning grand adventures or just hoping your nest egg outpaces inflation, this episode explores the surprising realities and toug...

Are you sitting on an old 401(k) from a previous job, unsure of what to do next? Or maybe you’ve rolled it into an IRA and haven’t touched it since, convinced your retirement is handled. In this episode, James Parker and retirement navigator Jeff Weberg pull back the curtain on some of the most common—and costly—mistakes people make with their hard-earned savings. From the hidden pitfalls of uninv...

Is the fear of missing out steering your investment decisions? With SpaceX IPOs, AI stock buzz, and data center hype dominating headlines, it's tempting to chase the next big thing—yet the true risks to your retirement may be lurking elsewhere. Jeff Wieberg and James Parker dig into why excitement can cloud judgment, how rising taxes and inflation quietly erode your nest egg, and why a “hot tip” r...

Is your retirement plan ready for a world where nothing stands still? Today’s headlines bring uncertainty and a new face at the Federal Reserve, raising big questions about inflation, interest rates, and the bite they can take out your savings. Drew Seyller and James Parker dig into strategies for outmaneuvering rising prices and unpredictable markets, exploring why even “good” inflation can quiet...

We’re halfway through the year—so, what’s really on your financial to-do list? This episode of Navigating Retirement is packed with timely strategies, surprise tips, and a few pitfalls you definitely want to avoid. Drew Seyler and Jeff Weberg from Seyler Financial join host James Parker for a lively hour on how to make your retirement portfolio work smarter, not harder. Wondering if now’s the time...

What happens when your carefully laid retirement plans are suddenly turned upside down—by a layoff, a health crisis, or just plain old life? In this episode of Navigating Retirement, Jeff Weberg tackles the tough questions and share surprising stories from real retirees who had to adapt on the fly. Discover why more than half of Americans leave the workforce earlier than they expect—and why someti...

“Are you sure your retirement income is actually keeping up?” The discussion digs into how Social Security’s purchasing power has eroded over time and what that means for long-term retirement stability. It also explores the overlooked risks hiding inside estate plans—or the absence of one entirely. From outdated beneficiaries to unexpected tax consequences, the episode highlights how small oversig...

"Is $1.46 million really the magic number for retirement—or does your own plan matter more?" Navigating Retirement dives into myths, overlooked strategies, and surprising misunderstandings that shape your financial future. From Social Security timing to Roth IRA conversions, the conversation unpacks hidden challenges and clever opportunities, while revealing how debt, longevity, and evolving tax r...

"Is financial success really about hitting a magic number—or does the answer lie elsewhere?" Join Drew Seyller and Jeff Weberg as they explore why true financial health isn’t one-size-fits-all. Hear revealing stories from everyday retirees, discover pitfalls that even high earners face, and learn how financial checkups can recalibrate your retirement path. The episode sets an encouraging, nuanced...

Are you more afraid of running out of money than running out of time? You’re not alone! In this eye-opening episode, Drew Seyller and Jeff Weberg tackle the number one fear looming over retirees—and no, it’s not public speaking or even death. The Navigating Retirement team pulls back the curtain on the real anxieties facing people approaching their golden years: soaring living expenses, unpredicta...

Is your retirement plan built to withstand the unexpected? As soaring living costs, market volatility, and looming Social Security concerns leave many Americans anxious about their financial future, Drew Seyller and James Parker dig deep into the real risks facing today’s retirees. They explore why confidence is dropping—and reveal how the right strategies, backup plans, and tough conversations ca...

"Are rising prices and unpredictable markets making you anxious about retirement?" This episode dives into the hidden ways world events—like geopolitical conflicts and inflation—can erode your purchasing power and shake up retirement plans. Jeff Weberg explains why it isn’t enough to simply hope for the best, highlighting the power of a proactive income strategy designed to absorb shocks and keep...

Is your estate plan truly ironclad—or are hidden gaps threatening your family’s financial future? When a loved one passes, unclear wills and forgotten beneficiary updates can trigger bitter disputes, draining inheritances and fueling resentment. The mood gets tense as real-life stories expose how easily legacy intentions go awry and how professional guidance can prevent heartbreaking mistakes. Wha...

“Could a single financial decision today shape your life decades from now?” This episode explores the unique challenges that women face when preparing for retirement, from longer lifespans and unexpected career gaps to navigating finances alone after a spouse passes away. We unpack why common assumptions about pensions, Social Security benefits, and income planning may leave women vulnerable, and...

Is your retirement plan ready for the unexpected, or is it vulnerable to economic shocks and sky-high inflation? In this episode, Drew Seiler and Jeff Weberg dive into the real-world worries retirees face—from the ripple effects of global conflicts on the market to the silent threat of inflated expenses and shifting interest rates. Hear candid stories about navigating uncertainty, why emotion-driv...

Is your nest egg really ready for what’s coming next? On this episode of Navigating Retirement with Drew Seyller, Drew and co-hosts dig into the headlines that are hitting retirees right where it hurts—soaring inflation, fear of recession, and the shock of hidden healthcare expenses. If you’ve ever wondered if you’ll have to change your plans because of rising gas prices or how a market downturn c...

In this episode of Navigating Retirement, Drew Seiler breaks down why family inheritance disputes are more common—and costly—than most people realize, often stemming from outdated wills, unclear beneficiary designations, and a lack of honest communication. From real-life stories about ex-spouses receiving unexpected windfalls to practical tips on avoiding probate and minimizing legal fees, Drew sh...

What does it really mean to be financially literate once you’re on the edge of retirement? Drew Seyller and Jeff Weberg break down the practical steps and real-world risks you can’t afford to ignore. From building a livable budget and protecting your life savings from scams, to navigating taxes, income gaps, market drops, and even the reality of living past 90, this episode is loaded with tools, c...