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.