x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

The Retirement Success Pod(k)ast

The Retirement Success Pod(K)ast

Are you currently participating in your employer’s retirement plan, considering enrolling or on the doorsteps of retirement? Well join Jason Parese and Nick Sparks every other week as they share the latest in retirement news, insights and thought leadership. Jason and Nick are associates of ADP Retirement Services who are registered representatives of ADP Broker Dealer, Inc., Member FINRA (FINRA.org), an affiliate of ADP, Inc.

business investing

All Episodes

22:06

Ep 33: Is money trauma holding you back?

The Retirement Success Pod(k)ast ·

2025/02/06

Does making financial decisions make you feel very uncomfortable or stressed? You may be feeling “money trauma.” Join us understand how difficult financial experiences can trigger negative financial behaviors that can sabotage your financial goalsLinked resources: Saving vs. Spending brochure Money Conversations with Children Focus on Your Goals Coloring Book Page How to deal with financial trauma – New York Times article M-657329-2024-12-16

en

34:11

Ep 32: What's the State of your Estate

The Retirement Success Pod(k)ast ·

2025/01/23

Katherine D'Angelo, senior counsel and certified elder law attorney with Collins Family, Law Family and Elder Law Group, joins us today. Katherine's vast experience as Senior Counsel to the Collins Elder Law Practice division, serving primarily in an advisory and consulting role for associate elder law attorneys who work directly with and represent clients. Katherine is a certified elder law attorney and has devoted almost 40 years to practicing elder law. Whether you're just starting to think about

en

22:40

Ep. 31: Reflections and Revelations: A Year-End Review

The Retirement Success Pod(k)ast ·

2025/01/09

Curious what you missed in 2024? Let’s take a look at the hot topics that were most interesting to our listeners. Episode 6: Savings - What's getting in the way? Episode 15: Class is in session: What is asset allocation Episode 5: Secure Act 2.0 - What YOU should know Episode 2: Before Tax and Roth and After Tax... Oh My! Episode 27: Social Security FAQ with Dr. Ed Weir M-663464-2025-01-07

en

24:31

Ep. 30: Balancing Acts - Life In the Sandwich Generation

The Retirement Success Pod(k)ast ·

2024/12/26

Are you raising children and caring for aging parents at the same time? You’re part of the sandwich generation! Join us to learn how to manage in this tough stage of life. Resources Budgeting basics: Where to start Budget worksheet Emergency savings video Low Financial Literacy Rates Among Young People Indicate Retirement Savings Delays M-651427-2024-12-04

en

22:31

Ep. 29: Hack Your Way to the Retirement You Want

The Retirement Success Pod(k)ast ·

2024/12/12

Get ideas that help you simplify planning and maximize your retirement savings—so you can live the way you want when you retire.Resources Annual contribution limits Target date retirement funds Investor profile questionnaire

en

19:12

Ep 28: Let's Talk Turkey - Investing Myths Debunked

The Retirement Success Pod(k)ast ·

2024/11/28

In today’s episode, we’re busting a few common myths about investing, whether it’s too risky or inaccessible to the average consumer, and how to remove some of the complexities to help you feel more confident.Navigating a stock market downturn Common Investing Mistakes Understanding the stock market

en

34:52

Ep. 27: Social Security FAQ with Dr. Ed Weir

The Retirement Success Pod(k)ast ·

2024/11/14

Listen in as we talk about Social Security with Dr. Ed Weir, PhD. Dr. Weir's vast experience as a Social Security District Manager, Family Services Specialist for the Department of Social Service, a Marine Corps Sergeant and a University Adjunct Professor. Dr. Ed is one of the country's most experienced government benefits experts. In his (semi)retirement, he has made hundreds of YouTube videos to help older adults, people with disabilities, survivors, retirees, children with disabilities, spouses

en

09:52

Ep 26: Will the election impact my Retirement Plan?

The Retirement Success Pod(k)ast ·

2024/11/05

The 2024 presidential election is quickly approaching. Do elections have an impact on the financial markets? Join us to find out!Resources: Navigating a market downturn Strategies for managing risk M-625309-2024-10-18

en

23:19

Ep. 25: Unmasking Retirement Scams

The Retirement Success Pod(k)ast ·

2024/10/31

Watch out for investment and cybersecurity scams! Online scams are prevalent—how can you protect yourself and your information? Let’s find out.Resources: Fraud Prevention Checklist Working from anywhere tips M-617811-2024-10-08

en

15:27

Ep 24: Does your state have a retirement plan mandate?

The Retirement Success Pod(k)ast ·

2024/10/17

Many states now have legislation that requires that businesses either offer a retirement plan or make the state program available to employees. Does your state have a mandate? Let’s find out. Laws and regulations regarding state mandated plans are constantly evolving and content discussed during this podcast may not reflect the most recent updates. Resources: September 2024: Detailed look at state, local, and federal mandates M-617050-2024-10-07

en

25:16

Ep 23: What kids really think about finances

The Retirement Success Pod(k)ast ·

2024/10/03

We dive into the unfiltered minds of children to uncover what they truly think about finances. From the piggy bank to the stock market, we explore their concepts of earning, saving, and spending money. Our young guests surprise us with their insight, creativity, and sometimes humorous misinterpretations of the financial world. Whether you're a parent, educator, or simply curious about the world through a child's eyes, this episode is packed with valuable takeaways and heartwarming moments.Linked

en

20:42

Ep 22: Golden years gameplan: funding your future fun

The Retirement Success Pod(k)ast ·

2024/09/19

How do you pay yourself in retirement with your savings and other retirement assets to support your lifestyle? Let’s talk about retirement withdrawal strategies and how to make your savings last your lifetime. Linked Resources: Your retirement income: 5 things to do now to pay yourself later Retiring soon? Here are 5 ways to get your retirement plan ready M-593892-2024-08-16

en

23:40

Ep 21: Ready, Set, Retire: Tips for transitioning to...

The Retirement Success Pod(k)ast ·

2024/09/05

The years leading up to retirement are not just a countdown, but a period filled with potential and opportunity. If you plan to retire in 10 years or less, now is the perfect time to take proactive steps to ensure you're prepared for retirement. And if you have more time until retirement, this episode will provide valuable insights to help you prepare for a bright future.Linked resources: Personal Investor Profile Your retirement income: 6 things to do now to pay yourself later Retirement

en

22:32

Ep 20: Raiding the Retirement Cookie Jar: Loans and...

The Retirement Success Pod(k)ast ·

2024/08/22

Thinking about raiding your retirement account? Here’s what you need to know about retirement plan loans and withdrawals and how they may impact your financial future.IRS Retirement Topics – Hardship distributions IRS Retirement Plan FAQs Regarding Loans Understanding the 1099-R Loans and Hardship Withdrawals Understanding Required Minimum Distributions

en

21:19

Ep. 19: Let’s get real....about savings

The Retirement Success Pod(k)ast ·

2024/08/08

Saving money for financial goals seems like a no brainer. So, what’s stopping Americans from saving for their goals? In this episode, we get real about savings and talk about how to build financial security, including tips that can help you be better with money.Linked resources: Budget worksheet Budgeting Basics: Where to start article Emergency Savings video Emergency Savings flier

en

21:08

Ep 18: Unraveling the Knot: Inflation, Market...

The Retirement Success Pod(k)ast ·

2024/07/25

Inflation has been a hot topic over the last few years. This episode is going to explore the impact of inflation and the effects of market volatility on your savings over time.Linked resources: Inflation: The silent thief

en

17:19

Ep. 17: Class is in Session - Alternative Investments

The Retirement Success Pod(k)ast ·

2024/07/11

Have you ever debated if investing in a self-directed brokerage option or alternative investments, like precious metals, was right for you? There are several factors to consider when it comes to seeking a deeper involvement with investing.

en

17:16

Ep 16: Class is in session: Understanding Target Date...

The Retirement Success Pod(k)ast ·

2024/06/27

Posted Description: "Do-it-for-me" investing has gained popularity for individuals seeking hands-off investment options. While convenient, it's important to understand the options, and to stay aware of your investment choices, even in a hands-off scenario. Linked resources: Target Date Retirement Funds M-554631-2024-06-03

en

17:59

Ep 15: Class is in session: What is asset allocation

The Retirement Success Pod(k)ast ·

2024/06/13

Strategically balancing different types of investments can help you manage risk and tap into various growth opportunities. Join today to hear more about this process, as well as what it takes to determining your risk profile and invest to meet your goals.Personal Investor Profile

en

22:34

Class is in session: investments 101

The Retirement Success Pod(k)ast ·

2024/05/30

Today’s episode explores the different asset classes commonly included in retirement plans, aiming to shed light on the characteristics, benefits and considerations associate with each asset class. Each class – stocks, bonds and cash equivalents – plays an important role in the construction of a diversified portfolio.Linked resources include the attached graph and Understanding stable value and money market funds Understanding fixed income funds Understanding stock mutual funds

en

54 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...