Navigating Retirement with Drew Seyller

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...

'Will taxes go up? Will they go down? Today, Drew Seyller and Jeff Weiberg will break down what we know so far about President Trump’s tax agenda, including the fight to renew the 2017 Tax Cuts and Jobs Act.  Drew also discusses the newest Seyller Financial Movie Event, that you can attend for Free!  Enjoy todays episode and learn how to sign up! We know you have plenty on your mind and sometimes...

Interest payments on the ballooning national debt now exceed every other individual budget item except Social Security. Given the expected continued growth of government debt, many believe it’s reasonable to conclude that tax rates will rise in the future.  Drew and Jeff tackle this and more! We know you have plenty on your mind and sometimes it can be a little much to go on this journey on your o...

A good financial advisor helps you reach your retirement goals. A poor advisor, however, can hold you back. You might say the wrong financial advice is actually worse than going it alone on your retirement. Drew and Jeff take on the things you need to consider when it is time to FIRE YOUR ADVISOR!  We know you have plenty on your mind and sometimes it can be a little much to go on this journey on...

When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings. Drew and Jeff tackle these question...

-- Nobody likes having regrets – but, unfortunately, we all do. Today, Jeff Wieberg and co-host James Parker will walk us through some of the biggest regrets people have when it comes to their retirement, and, hopefully, we can learn something from these mistakes. --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 sch...

-- When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings. With so many risks coming from e...

-- Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future … is right now. O nly around 33 percent of Americans have a written financial plan. That means most of us are winging it when it comes to spending. How cou...

-- We’re faced with questions every day. What’s for dinner? When’s the meeting? How was your day? These are questions that are – or should be – easy to answer, but when you’re starting to consider retirement, the questions can get a lot more complicated. What questions might we want to ask if we’re getting close to retirement?  Drew and James tackle the tough questions on this weekend's episode! -...

--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 d...