The Retirement Success Pod(k)ast

Nov 28 2024 29 ep. 19 mins 2
The Retirement Success Pod(k)ast Podcast artwork

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.

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

Nov 28 2024 19 mins  
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

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

Nov 14 2024 34 mins  
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 Y

Ep 26: Will the election impact my Retirement Plan?

Nov 05 2024 9 mins  
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

Ep. 25: Unmasking Retirement Scams

Oct 31 2024 23 mins  
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

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

Oct 17 2024 15 mins  
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: Det

Ep 23: What kids really think about finances

Oct 03 2024 25 mins  
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 ab

Ep 22: Golden years gameplan: funding your future fun

Sep 19 2024 20 mins  
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

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

Sep 05 2024 23 mins  
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

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

Aug 22 2024 22 mins  
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

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

Aug 08 2024 21 mins  
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 Savi