Ever wondered how your neighbor in the modest house next door quietly becomes a millionaire? On this episode of “Navigating Retirement,” James Parker and retirement navigator Drew Seyller peel back the curtain on the financial habits and strategic moves of the “quietly wealthy”—the folks who build real wealth while keeping it low-key. From avoiding flashy purchases to making every dollar work smarter, the duo share eye-opening stories and actionable insights that might just make you rethink your own approach to saving and spending.

But that’s just the beginning! Whether you’re years away from retirement or eyeing your exit from the workforce, Drew and James dive into pressing questions you probably have—like how to truly protect your nest egg, which financial moves may be a trap, and why the right advisor can make all the difference. Plus, they reveal little-known strategies for maximizing your 401(k) options, minimizing taxes, and finding out if you’re really “ready.” If you want to feel inspired, entertained, and just a little bit challenged, hit play on this episode and discover what the quietly wealthy know that you don’t—yet!


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.

Ready to stop worrying about running out of money in retirement? In this episode of Navigating Retirement, James Parker sits down with Drew Seyller and Jeff Weberg to break down the four cornerstones of a reliable retirement plan. You'll discover why a balanced financial approach isn't just helpful—it’s essential. Find out what most people miss, and what separates those who truly thrive in retirement from those constantly stressed about their next paycheck.

But wait—before you start shuffling your accounts, Drew and Jeff reveal some eye-opening insights on taxes, health care costs, and the big mistakes people make when relying only on Social Security. If you’ve ever asked yourself, “Am I really set for retirement?” or “How much do I need to keep on hand for emergencies?”—this is the episode you can’t afford to miss. Tune in for practical tips, real conversations, and a few surprises you might not expect!


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.

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 strategies for anyone ready to take charge of their finances.

But that’s just the beginning! The guys dig into navigating market volatility (without losing your cool), the surprising benefits of part-time work in retirement, and why automating your financial life might be the best resolution you ever make. Don’t miss your chance to hear how real families refocus, rebound, and reimagine their retirement—even when life throws a curveball. Hit play and start your journey toward a more secure, organized, and satisfying 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 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 lifelong paycheck or wrestled with questions about Social Security timing, you won’t want to miss what our retirement navigators have to say.

But that’s just the tip of the iceberg. From tax traps that can sneak up on your savings to the psychological twists of transitioning from saving to spending, Drew and Jeff reveal the secrets that help retirees sleep easy and live boldly. Plus—would you dare attend a live dinner event to get your questions answered in person? Tune in and get the inside scoop on how the pros help families chart a confident course toward their golden years. Trust us, you’ll want to hear what’s waiting on the other side of retirement planning!


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.

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.

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 can seriously shape your retirement future. But here’s the catch: the clock is ticking, and some opportunities won’t wait!

Whether you’re sweating that first required minimum distribution, wondering how much cash to keep on hand, or losing sleep over your investments in a turbulent market, Drew and Jeff have real-world stories and expert insights that make the complex feel refreshingly doable. They’ll even tackle those gold versus Bitcoin debates—and the real reason your advisor wants all your secrets. Ready to find the secret sauce of end-of-year retirement planning? Hit play and discover what decisions could make the biggest difference—before it’s too late.


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.

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 and pre-retirees adapted—and what lessons might be waiting for you.

But don’t worry, it’s not all doom and gloom! The Navigating Retirement team shares a few secrets on finding opportunity in chaos, sidestepping knee-jerk financial moves, and making smart pivots to protect your nest egg. Whether you’re DIY-ing your investments or wondering if the pros really know what they’re doing, you’ll want to catch the tips, stories, and strategies that don’t make the headlines—but could make all the difference for your retirement. Tune in now and get ready to rethink what’s possible!


















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.

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 Security sweeter, our retirement navigators keep it relatable—and help you figure out where you fit in the mix.

But wait, there's more than numbers and notices! Tune in for candid stories, surprising hypotheticals (can you convince your penny-pinching spouse to travel?), and practical tips that might just help you keep more of what you’ve saved. Whether you’re pondering Roth conversions, gifting to charity, or protecting your legacy, Drew and Jeff have ideas you haven’t heard yet—and they might change the way you think about what comes next. Curious? Give it a listen and join the conversation!


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.

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.