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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

30:45

Ep. 51: The Path to Financial Well-being: Part 1

The Retirement Success Pod(k)ast ·

2025/10/30

Financial wellness involves managing your finances effectively by developing good money habits, setting goals, and creating a budget. In part 1 of this 2 part series, we'll share tips on getting started on a path to financial well-being.M-811861-2025-09-30

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18:42

Ep. 50: Milestone Moments - Special Q&A

The Retirement Success Pod(k)ast ·

2025/10/16

Join us as we talk with a special guest today, Chris Magno, SVP and General Manager Small Business, Retirement & Insurance Services about current trends and challenges in the industry.M-816346-2025-10-08

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27:49

Special Episode: Our best discussions on Taxes

The Retirement Success Pod(k)ast ·

2025/10/02

Join us for a special episode where we look back on some of our best discussions on the topic of taxes. From how different contribution types are taxed, taxes in retirement, and taxes on the various withdrawal types.M-810382-2025-09-26

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26:42

Ep 49: Decoding Medicare - Insights from an expert

The Retirement Success Pod(k)ast ·

2025/09/18

Join us as we chat with Angelica Wilson, the Broker Relations Manager for Consumer & Senior Markets at My Savoy Benefits. With over 27 years of experience in the insurance industry, Angie has dedicated 18 of those years to specializing in Medicare products. She supports brokers in areas such as ACA and Medicare contracting, onboarding, and ongoing training. This ensures that brokers are well-prepared to navigate plan offerings, compliance requirements, and enrollment. Additionally, Angie is a

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28:09

Ep. 48: Evolution of the stock market

The Retirement Success Pod(k)ast ·

2025/09/04

Let’s expand our knowledge of investing with a review of some history of the stock market. M-791165-2025-08-18

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21:52

Ep 47: Roth vs. After-Tax contributions:Which is...

The Retirement Success Pod(k)ast ·

2025/08/21

What you need to know about Roth 401(k) and after tax 401(k) ContributionsSaving in both before-tax and after tax accounts can provide you with flexibility to help you minimize your future taxes. Join us to learn about Roth and after tax 401(k) contributions and the mega back door Roth Resources After-tax contributions flyer Roth contributions flyer M-772275-2025-07-16

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18:54

Ep. 46: 5 tips for saving on taxes in retirement

The Retirement Success Pod(k)ast ·

2025/08/07

Saving on taxes in retirement can help you keep more money in your pocket to enjoy your time as a retiree. Join us for tax saving tips you can use today and after you retire.M-764524-2025-07-03

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31:26

Ep. 45: Top 10 overlooked expenses in retirement

The Retirement Success Pod(k)ast ·

2025/07/24

Many retirees underestimate the full scope of expenses they’ll face after leaving the workforce, which can put a strain on their savings. From rising healthcare costs to moving expenses, these often-overlooked items can add up and have a real impact on your budget once you stop working full time.M-754531-2025-06-12

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18:20

Ep. 44: The power of compound interest

The Retirement Success Pod(k)ast ·

2025/07/10

What does it mean to put your money to work for you? Join us to explore interest and compounding and how it can work for—and against—you.M-725407-2025-04-21

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22:47

Ep 43: Smart Withdrawals: Navigating Your Retirement...

The Retirement Success Pod(k)ast ·

2025/06/26

What is a tax efficient retirement income strategy? How much retirement income will you need? Learn about different retirement withdrawal approaches, tax treatment and how to optimize your retirement income.M-739754-2025-05-13

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31:24

Ep. 42: Exploring Annuities: Insights from an...

The Retirement Success Pod(k)ast ·

2025/06/12

Tune in as we discuss lifetime income annuity products with Kelli Hueler. Kelli is the founder and CEO of the Hueler Companies and is widely recognized as a thought leader on lifetime income, actively participating in related public policy issues. Before establishing Hueler Companies, Kelli worked as a financial planning professional for IBS Life and served as a registered representative at Kidder, Peabody and Company, where she managed both institutional and retail clients. She earned her

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21:44

Ep. 41: What to know about annuities

The Retirement Success Pod(k)ast ·

2025/06/06

An annuity can provide a steady income stream in retirement, but does including an annuity in your retirement strategy makes sense for you? Join us to learn all about annuities and considerations when buying this type of product.M-717140-2025-04-08

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24:51

Ep. 40: Early and mini retirement strategies

The Retirement Success Pod(k)ast ·

2025/05/15

Do you dream of retiring early? Or do you just need a break from working? Join us to learn about non-traditional retirement approaches like the F.I.R.E. movement and mini or micro retirements.M-723023-2025-04-16

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29:50

Ep. 39: Secure 2.0, 2.0

The Retirement Success Pod(k)ast ·

2025/05/01

Join us for Round 2 of SECURE 2.0 with ADP’s Ron Ulrich, with some SECURE 2.0 updates. We will discuss employer matching contributions for student loan payments, Roth catch-up contributions for individuals earning over $145,000, and additional catch-up contributions for those aged 60 to 63. Additionally, we will cover emergency expense withdrawals and potential tax credits available to small business owners establishing a retirement plan, among other topics. Listen to episode 5: SECURE 2.0 to hear

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20:51

FAN FAVORITE: Secure 2.0: What You Should Know

The Retirement Success Pod(k)ast ·

2025/05/01

Ahead of our next new episode, we're revisiting the first we did on the Secure Act 2.0.Learn more about Secure Act 2.0, this legislation was designed to help improve retirement outcomes for participants in employer-sponsored retirement plans. SECURE stands for Setting Every Community Up for Retirement Enhancement and we’ll discuss how changes in this legislation could impact your retirement planning.

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24:37

Ep. 38: Saving for College

The Retirement Success Pod(k)ast ·

2025/04/17

Join us to learn the basics of saving for higher education and strategies you can use to fund education expenses.M-702542-2025-03-12

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16:34

Ep 37: Short-Term Roles, Long-Term Goals

The Retirement Success Pod(k)ast ·

2025/04/03

Today we explore the importance of taking advantage of employer retirement plans, even for those who view their job as a temporary solution.Resources: Saving for Retirement: Practical Ways to Help You Save More article 401(k) Contribution Calculator M-692282-2025-02-20

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20:37

Ep. 36: Women, their money and financial wellness

The Retirement Success Pod(k)ast ·

2025/03/20

Women can face unique financial challenges. Today, we have Kim Creason, the Vice President of Marketing at ADP Retirement Services, with us to share insights from a recent study on Women and Investing sponsored by ADP regarding the hurdles women confront, and we’ll discuss strategies to achieve financial wellness.Resources: Women and Investing whitepaper Budget Worksheet M-695877-2025-02-27

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31:26

Ep. 35: Financial Conversations with Women

The Retirement Success Pod(k)ast ·

2025/03/06

We talking about how women experience the financial world on today’s episode. We have a great panel of women from different stages in their careers—early, mid, and late—who will share their insights, experiences, and lessons learned.M-697290-2025-03-03

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23:24

Ep. 34: Beyond the Numbers: The Emotional Side of...

The Retirement Success Pod(k)ast ·

2025/02/20

What are your options for getting help when your finances feel overwhelming? Let’s explore financial therapy and other resources and tips you can use to improve your relationship with money.Resources: Budget Worksheet Budgeting Basics: Where to Start M-674877-2025-01-23

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54 results

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