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 how to keep your holiday cheer from turning into a New Year’s financial hangover.

But that’s just the start. From the ghost of retirement past (what can this wild year teach you about your investments?) to the spirit of retirement future (are you on track, or headed for a stocking full of regret?), Jeff and James get candid about decisions that could make or break your financial freedom. Ready for a few surprises—and maybe a bit of tough love? Hit play for advice, laughter, and the financial guidance you never got in school, all bundled up in a festive package.


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.