Claim OwnershipThe Retirement Success Pod(k)ast
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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.
62 Episodes
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Divorce can completely reshape your financial picture, and CDFA Cristina Waingart Gerrald joins us to break down what to expect—especially when it comes to budgets, income changes, and retirement planning. She walks us through the key steps, tools, and team members that can help create stability during a difficult transition.
M-886551-2026-02-1
Considering rejoining the workforce after retiring? Join us to explore the benefits of working in your retirement years—and important things to know before making a move.
M-866919-2026-01-15
Join us to find out what’s ahead in retirement plans in 2026. Whether retirement is around the corner or 30 years away, it’s important to stay on top of the opportunities and rules that effect you.
Linked resources:
IRS contribution limits
Personal investor profile questionnaire
M-858558-2026-01-02
Listen in as we talk to Terrance McCue, a cybersecurity specialist from ADP Retirement Services as he shares tips from the DOL to talk about the latest guidance to help us keep our online accounts safe.
M-852886-2025-12-12
Join us for a special episode as we revisit some of our most memorable conversations with guests from popular episodes. We'll cover topics ranging from estate planning and Social Security to discussing finances with kids.
M-855767-2025-12-18
As the year draws to a close, it’s the perfect time to assess your retirement plan account. In this episode we will explore four essential areas to evaluate.
M-847490-2025-12-02
Whether you’re tired of living paycheck-to-paycheck or you’re striving for financial independence, getting your spending and expenses under control is critical to your success.
M-834452-2025-11-04
Linked resources:
Budget worksheet
Every step on your financial journey gets you closer to living the life you want. Join us to learn how you become financially independent and free.
Resources:
Personal Investor Profile Questionnaire
M-824406-2025-10-20
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
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
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
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 Continuing Education Instructor at Savoy Academy.
M-803575-2025-09-12
Let’s expand our knowledge of investing with a review of some history of the stock market.
M-791165-2025-08-18
What you need to know about Roth 401(k) and after tax 401(k) Contributions
Saving 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
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
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
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
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
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 IDS Life and served as a registered representative at Kidder, Peabody and Company, where she managed both institutional and retail clients. She earned her bachelor’s degree from Saint Olaf College in 1981.
M-747823-2025-05-29
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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