Estate and Legacy Planning

“Are you sure your retirement income is actually keeping up?” The discussion digs into how Social Security’s purchasing power has eroded over time and what that means for long-term retirement stability. It also explores the overlooked risks hiding inside estate plans—or the absence of one entirely. From outdated beneficiaries to unexpected tax consequences, the episode highlights how small oversights can quietly reshape a financial future.Each episode of Navigating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.