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.

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 be the safety net you’re banking on. Spoiler: You’re probably not budgeting enough.

But there’s hope! Jeff shares savvy strategies and misunderstood secrets for protecting your nest egg, from building a “healthcare cushion” to using Roth IRA conversions and HSAs to outsmart taxes. Want to know what mistakes almost everyone makes—and the clever moves that could save you tens of thousands of dollars? Grab your headphones, because this episode just might change how you plan for retirement forever.


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.

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 serves up the insider secrets to making your money work for you when it matters most. But that's just the beginning.

What does it really take to build your happiest chapter yet? The team moves beyond dollars and digits to dish up five surprising keys to finding joy (and purpose!) after work. Whether you’re just thinking about retiring or you’ve already taken the plunge, these practical tips prove retirement can be so much more than you expect. So grab your favorite beverage, tune in, and discover how to navigate the twists and turns of retirement—with your health, your finances, and your happiness all riding shotgun.


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 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. Wondering when to take Social Security, or how to turn your hard-earned savings into a reliable paycheck for life? We've got stories, strategies, and a few surprises!

But don't think it's all boring math and paperwork! From tax traps that sneak up on retirees, to the secret power of spousal benefits, this episode is packed with real tips, candid advisor insights, and a few jaw-dropping facts that could change your retirement game plan. Whether you're five years from clocking out or already living the dream, tune in and get armed with the info you need to retire right—and maybe get a laugh along the way. The biggest game of your financial life deserves a great coach…and maybe, just maybe, you’ll hear something that saves your retirement.


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.

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 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.

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 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.