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.
Episodes
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 ma...
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
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
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 retiremen...
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.
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
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
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
M-695877-2025-02-27
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
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:
Budgeting Basics: Where to Start
M-674877-2025-01-23
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 goals
Linked resources:
Money Conversations with Children
Focus on Your Goals Coloring Book Page
How to deal with financial trauma – New York Times article
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Kathryn DeAngelo, senior counsel and certified elder law attorney with Collins Family, Law Family and Elder Law Group, joins us today. Kathryn'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. Kathryn is a certified elder law attorney and has devoted almost 40 years to pr...
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
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
Low Financial Literacy Rates Among Young People Indicate Retirement Savings Delays
M-651427-2024-12-04
Get ideas that help you simplify planning and maximize your retirement savings—so you can live the way you want when you retire.
Resources
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.
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 dis...
The 2024 presidential election is quickly approaching. Do elections have an impact on the financial markets? Join us to find out!
Resources:
M-625309-2024-10-18
Watch out for investment and cybersecurity scams! Online scams are prevalent—how can you protect yourself and your information? Let’s find out.
Resources:
M-617811-2024-10-08
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
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