Navigating Retirement with Drew Seyller

What if this is the year you finally get your financial house in order—and actually keep your resolutions past February? Join James Parker, Drew Seyller, and Jeff Weberg for a frank, fun conversation about what really works when it comes to smarter planning for retirement. From dropping old habits to finally tackling those shoeboxes full of statements, this episode is packed with stories and strat...

Are you on the verge of retirement or eyeing it in the next few years? In this episode, James Parker sits down with Drew Seyiler and Jeff Weberg to decode what it really means to be in the “red zone” for retirement. They spill the beans on common mistakes even the savviest DIYers make—and share the real story behind the famous 4% rule. If you’ve ever pondered how to turn that nest egg into a lifel...

Merry Christmas from the Navigating Retirement crew! This holiday, James Parker and Jeff Weberg unwrap some timely truths about managing money during the season of spending—and what those habits mean for your golden years. Should you splurge on your spouse? Are you one of those last-minute elves swiping the plastic? Our hosts trade tips, personal stories, and a dash of good-natured debate about ho...

It’s crunch time in the world of retirement planning, and Drew Seyller and Jeff Weberg are here to guide you through those crucial financial decisions you need to make before the calendar flips. From maximizing charitable contributions and executing timely Roth conversions, to sidestepping costly tax mistakes and crafting a battle plan for market volatility, this episode covers the strategies that...

Ready to make sense of a whirlwind financial year? Join James Parker, Drew Seyller, and Jeff Weberg as they unpack the most surprising headlines, market swings, and fresh legislation that sent retirement plans reeling in 2025. From the infamous “One Big Beautiful Bill” to unexpected market dips and the longest government shutdown in history, this episode is your inside look at how real retirees an...

Ready to pull back the curtain on what really powers a secure, stress-free retirement? In this episode, Drew Seyller and Jeff Weberg cut through the noise around annuities, tackle common tax myths, and get real about how to balance fun, generosity, and financial freedom in your golden years. From dinner-table debates about spending to the latest legislative twists that could make your Social Secur...

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.

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.

Are you worried about running out of money in retirement, even if you’ve been saving diligently your whole life? On this episode of Navigating Retirement, Jeff Weberg and James Parker pull back the curtain on the biggest financial blind spot—and it’s one hardly anyone sees coming. Healthcare expenses. You’ll hear jaw-dropping stats, real stories from retirees, and discover why Medicare might not b...

Thinking retirement is all about kicking back and relaxing? Think again! On this episode of "Navigating Retirement," hosts James Parker, Drew Seyller, and Jeff Weberg dive into the real-life details that can make—or break—your golden years. From little-known Medicare rule changes for 2025 and tackling open enrollment with confidence, to tax moves that keep more cash in your pocket, this episode se...

Are you ready to retire, but anxious about what headlines, market swings, and rising Big Mac prices mean for your financial future? On this week’s “Navigating Retirement,” your hosts James Parker, Drew Seyller, and Jeff Weberg break down how the latest interest rate moves could impact your nest egg—and share practical ways to protect your income from everything Washington throws your way. Wonderin...

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 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’ve had a number of bumpy days in the stock market so far in 2025. When volatility ramps up, if you’re logging into your accounts … spending hours researching the economy … and tossing and turning all night … then you might not have a plan. Today, Jeff Weberg and James Parker discuss how you can act now to start preserving your savings from too much risk in the markets. Tune in! We know you have...

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're living through what professionals call a "longevity revolution." People are living much longer than previous generations, which can be wonderful, but it creates some serious financial planning challenges. If you’re currently 65, there’s a very real possibility you could spend 25 to 30 years—or even longer—in retirement. Today, Drew Seyller, Jeff Weberg and James Parker go over what does this...

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!...