Navigating Retirement with Drew Seyller
by Seyller Financial Group
Navigating Retirement with Drew Seyller of Seyller Financial Group is your trusted source for straightforward retirement planning guidance. Join Drew Seyller and industry experts as they break down essential topics including taxes, Social Security, long-term care options, market volatility, and more. Whether you're nearing retirement, just starting to plan, or already retired, you'll discover practical strategies, timely insights, and real-world advice to help secure your financial future. Tune in and learn how to confidently navigate every phase of retirement. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Seyller Financial Group, LLC are not affiliated companies.
Episodes
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Preserving and Optimizing Your 401k
What if one small withdrawal could cost you thousands in surprise Medicare premiums? This episode cuts through the noise on required minimum distributions, Roth conversions, and why “one-size-fits-all” retirement advice may trip you up. Drew and Jeff reveal how end-of-year decisions, from the...
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Navigating Retirement Uncertainty
How secure is your retirement when headlines warn of shrinking Social Security benefits and mounting healthcare costs? As Drew Seyller and Jeff Wieberg dive into the latest news, discover why COLA increases may be just the tip of the iceberg—and how timing, taxes, and market swings complicate…
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Planning For Large IRAs
Is a soaring stock market truly a reason to celebrate, or a signal to scrutinize your next moves? With economic shifts, AI-driven hype, and evolving retirement rules, Drew Seyller and James Parker unpack the real challenges facing retirees today. Explore why having a solid—and perhaps...
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Optimizing Social Security
“What if your Medicare plan isn’t what you think it is?” Most retirees trust their coverage will stay the same, but small changes can quietly cost thousands and complicate your financial future. This episode dives into overlooked pitfalls—from shifting premiums to tricky Social Security...
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Retirement Planning for Womens
What happens when inflation, tech booms, and complex rules collide with your retirement dreams? This episode dives into why rising costs—far beyond gas prices—can quietly unravel even the best-laid retirement plans, and why women often face unique financial hurdles. You'll discover how...
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All About Annuities
What really happens to your retirement plan when the headlines turn negative and interest rates spike? Join Drew Seyller and Jeff Wieberg as they tackle the confusion around annuities, debunk common myths, and reveal what most people overlook when protecting their nest egg. Discover how seasoned...
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Four Questions About Retirement
Why do so many Americans feel stuck on the road to retirement? Discover the surprising ways debt, rising costs, and shrinking pensions are quietly sabotaging savings—and learn about the tricky decisions retirees face, from mortgages to budgeting gifts for grandkids. The episode dives into…
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Behavioral Finance and You
What if not having kids doesn’t guarantee a carefree retirement? This episode uncovers surprising research revealing why Americans without children feel less financially secure for retirement than those with kids. Dive into the behavioral biases—like mental accounting and loss aversion—that even...
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Reasons To Fire Your Advisor
Is a million dollars still the golden ticket to retirement—or is it an outdated myth? Join James Parker, Drew Seyller, and Jeff Weberg as they break down what it really takes to make your nest egg last, uncovering the risks that can derail even the best-laid plans. From the perils of hidden fees...
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Tackling Twin Threats of Taxes and Inflation
"Why are the richest retirees often the most anxious?" In this episode, Drew Seyller unpacks the surprising truth behind disciplined savers who struggle to enjoy their hard-earned money. Explore how lifelong habits, family history, and health play into the psychology of spending—and discover why...
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The Reality of Retirement Spending
"Is your retirement plan ready for shifting rules and hidden expenses?" Join James Parker and your Retirement Navigator, Jeff Weberg, as they unpack new Medicare Part D updates and explore why spending in retirement isn’t as predictable as you might think. From quiet calendar deadlines to the...
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Four Retirement Unknowns
Is $5,000 a month truly enough to retire comfortably—or are there hidden costs waiting to surprise you? This episode peels back the curtain on the real-world expenses retirees face, from Netflix to health care, unexpected repairs to grandkid gifts. Drew Seyller shares insights on transforming…
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Retirement Planning For Women
What does it truly take to maintain your lifestyle after the paychecks stop? Join James Parker and retirement navigator Jeff Wieberg as they peel back the layers of monthly budgets, hidden healthcare risks, and the real impact of multiple income streams. Whether you're planning grand adventures…
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Is Your Nest Egg on Idle? Unlocking the Secrets of Retirement Rollovers & Income
Are you sitting on an old 401(k) from a previous job, unsure of what to do next? Or maybe you’ve rolled it into an IRA and haven’t touched it since, convinced your retirement is handled. In this episode, James Parker and retirement navigator Jeff Weberg pull back the curtain on some of the most...
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Tackling the Twin Threats
Is the fear of missing out steering your investment decisions? With SpaceX IPOs, AI stock buzz, and data center hype dominating headlines, it's tempting to chase the next big thing—yet the true risks to your retirement may be lurking elsewhere. Jeff Weberg and James Parker dig into why excitement...
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Headlines
Is your retirement plan ready for a world where nothing stands still? Today’s headlines bring uncertainty and a new face at the Federal Reserve, raising big questions about inflation, interest rates, and the bite they can take out your savings. Drew Seyller and James Parker dig into strategies…
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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...
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Retirement Curveballs: When Life Changes Your Plans
What happens when your carefully laid retirement plans are suddenly turned upside down—by a layoff, a health crisis, or just plain old life? In this episode of Navigating Retirement, Jeff Weberg tackles the tough questions and share surprising stories from real retirees who had to adapt on the…
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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…
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Roth Conversion Window
"Is $1.46 million really the magic number for retirement—or does your own plan matter more?" Navigating Retirement dives into myths, overlooked strategies, and surprising misunderstandings that shape your financial future. From Social Security timing to Roth IRA conversions, the conversation...
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Financial Check-Up
"Is financial success really about hitting a magic number—or does the answer lie elsewhere?" Join Drew Seyller and Jeff Weberg as they explore why true financial health isn’t one-size-fits-all. Hear revealing stories from everyday retirees, discover pitfalls that even high earners face, and learn...
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Fears, Fog, and Fortune Cookies: Planning for What You Can’t See in Retirement
Are you more afraid of running out of money than running out of time? You’re not alone! In this eye-opening episode, Drew Seyller and Jeff Weberg tackle the number one fear looming over retirees—and no, it’s not public speaking or even death. The Navigating Retirement team pulls back the curtain…
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Retirement Tax Shock
Is your retirement plan built to withstand the unexpected? As soaring living costs, market volatility, and looming Social Security concerns leave many Americans anxious about their financial future, Drew Seyller and James Parker dig deep into the real risks facing today’s retirees. They explore…
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Building Essential Retirement Income
"Are rising prices and unpredictable markets making you anxious about retirement?" This episode dives into the hidden ways world events—like geopolitical conflicts and inflation—can erode your purchasing power and shake up retirement plans. Jeff Weberg explains why it isn’t enough to simply hope...
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Taking Control of Retirement
Is your estate plan truly ironclad—or are hidden gaps threatening your family’s financial future? When a loved one passes, unclear wills and forgotten beneficiary updates can trigger bitter disputes, draining inheritances and fueling resentment. The mood gets tense as real-life stories expose how...
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Marathon of Her
“Could a single financial decision today shape your life decades from now?” This episode explores the unique challenges that women face when preparing for retirement, from longer lifespans and unexpected career gaps to navigating finances alone after a spouse passes away. We unpack why common...
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Running Out of Money in Retirement
Is your retirement plan ready for the unexpected, or is it vulnerable to economic shocks and sky-high inflation? In this episode, Drew Seiler and Jeff Weberg dive into the real-world worries retirees face—from the ripple effects of global conflicts on the market to the silent threat of inflated...
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Retirement Reality Check: Inflation, Recession Fears, and the Healthcare Curveball
Is your nest egg really ready for what’s coming next? On this episode of Navigating Retirement with Drew Seyller, Drew and co-hosts dig into the headlines that are hitting retirees right where it hurts—soaring inflation, fear of recession, and the shock of hidden healthcare expenses. If you’ve…
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Reality of Retirement Spending
In this episode of Navigating Retirement, Drew Seiler breaks down why family inheritance disputes are more common—and costly—than most people realize, often stemming from outdated wills, unclear beneficiary designations, and a lack of honest communication. From real-life stories about ex-spouses...
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Risks in Retirement
What does it really mean to be financially literate once you’re on the edge of retirement? Drew Seyller and Jeff Weberg break down the practical steps and real-world risks you can’t afford to ignore. From building a livable budget and protecting your life savings from scams, to navigating taxes,...
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Ready or Not: The Retirement Reality Check
Feeling anxious about your retirement savings as talk of recessions, stagflation, and Social Security changes swirl around in the headlines? You’re not alone. This week, Drew Seyller and James Parker dive headfirst into what today’s shifting economic landscape really means for Gen Xers, Baby...
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Calm Amid the Chaos: Estate Planning Secrets
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…
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Retirement Resilience: Planning Beyond the Headlines
Are breaking news and global turmoil keeping you up at night, worrying about your retirement nest egg? This week on Navigating Retirement, Drew Seyller and Jeff Weberg dig into what really happens to your money when the world feels out of control. They’ll share stories and tried-and-true…
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Hidden Millionaires & Retirement Revelations
Ever wondered if you’re secretly a millionaire—or what it really takes to retire with confidence? In this episode, Drew Seyller and Jeff Weberg dive deep into the surprising truth about your net worth and how a few smart tweaks can turn retirement worries into opportunities. Along the way, they...
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Blueprints, Buckets, and Bargain Hunting: Retirement’s 200th Mile Marker
Ready for some real-life retirement wisdom? In this landmark 200th episode, Drew Seyller and Jeff Weberg pull back the curtain on the financial decisions that make or break your golden years. Forget bland lectures—this is honest, straight-talk about keeping your cool during market downturns,...
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Retirement at All-Time Highs: What to Do When the Market Booms (and Busts)
Is this the moment to pop some champagne or pump the brakes on your retirement plan? The Dow has hit a record 50,000, and emotions are running high—but what should you really do when the market grabs headlines? Join James Parker and retirement navigator Jeff Weberg as they dig into the real...
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2026 Crystal Ball: Market Moves & Retirement Myths
What does 2026 have in store for your retirement, your portfolio, and the wild world of Wall Street? On this episode of “Navigating Retirement with Drew Seyller,” host James Parker and Drew pull apart the headlines, sift through the noise, and tackle the big financial questions buzzing in...
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The Secrets of the Quietly Wealthy: Retirement Strategies You Don’t See Coming
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…
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Four Pillars to a Stress-Free Retirement
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...
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Boost Your Retirement: Resolutions, Risk & Real Talk for 2026
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…
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Retirement Red Zone: Don’t Fumble Your 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…
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Christmas, Credit Cards & Crystal Balls: Your Retirement Roadmap
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...
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Year-End Moves: Retirement Strategies You Can’t Afford to Miss
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...
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2025 Financial Curveballs: Navigating Change, Finding Opportunity
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…
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Retirement Roadmaps: The Truth About Annuities, Income, and Living Well
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...
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Retirement Rules: The Fine Print No One Told You About
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…
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Retirement Headlines: COLA, RMDs, and the Bucket List You Can’t Ignore
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…
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Retirement’s Hidden Threat: Healthcare Costs & Roth Strategies
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...
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Retire Smarter: Medicare, Taxes, & Finding Your Happy Place
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...
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Secrets to a Stress-Free Retirement: Income, Inflation, & Insider Tips
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...
About this show
Navigating Retirement with Drew Seyller of Seyller Financial Group is your trusted source for straightforward retirement planning guidance. Join Drew Seyller and industry experts as they break down essential topics including taxes, Social Security, long-term care options, market volatility, and more. Whether you're nearing retirement, just starting to plan, or already retired, you'll discover practical strategies, timely insights, and real-world advice to help secure your financial future. Tune in and learn how to confidently navigate every phase of retirement.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Seyller Financial Group, LLC are not affiliated companies.
Hosted by
Seyller Financial Group
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