Mid-Year Moves: Secrets to Staying Ahead in Retirement

We’re halfway through the year—so, what’s really on your financial to-do list? This episode of Navigating Retirement is packed with timely strategies, surprise tips, and a few pitfalls you definitely want to avoid. Drew Seyler and Jeff Weberg from Seyler Financial join host James Parker for a lively hour on how to make your retirement portfolio work smarter, not harder. Wondering if now’s the time to rebalance, do a Roth conversion, or rethink your emergency fund? You might be overlooking opportunities that could put more money back in your pocket.But that’s not all—life throws curveballs, and your financial plan needs to do more than just keep up. From market volatility to skyrocketing healthcare costs and unexpected tax surprises, the Navigators tackle the big “unknowns” every retiree faces. Ready to find out if your investments—and your advisor—are really set up for your long-term success? Listen in for actionable insight, relatable stories, and the kind of retirement wisdom they don’t teach in school. Trust us, the best-kept secrets are inside!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.