This podcast is being presented by associates of ADP Retirement Services who are registered representatives of ADP Broker Dealer, Inc. (ADPBD), Member FINRA, an affiliate of ADP, Inc., One ADP Blvd, Roseland, NJ 07068. Registered representatives of ADP Broker-Dealer, Inc. do not offer investment, tax or legal advice to individuals. This podcast is for educational purposes only and does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made in consultation with an investor’s personal advisor based on the investor’s own objectives and circumstances. The Retirement Success Podcast may contain information and opinions derived from proprietary and nonproprietary sources deemed to be reliable; the accuracy of those sources is not guaranteed. The podcast does not recommend, compensate or endorse third party guests, products or services. ADP Retirement Services, ADP Broker-Dealer, Inc. is a division of ADP, Inc.
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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.
Episodes
Thursday Feb 20, 2025
Thursday Feb 20, 2025
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
Thursday Feb 06, 2025
Thursday Feb 06, 2025
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
M-657329-2024-12-16
Thursday Jan 23, 2025
Thursday Jan 23, 2025
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 practicing elder law. Whether you're just starting to think about your estate or looking to refine an existing plan, this episode is packed with valuable information and practical tips to help you make informed decisions.
Resources:
https://www.collinsfamilylaw.com/about-us/our-team/kathryn-cook-deangelo/
Life Insurance: Ensure protection for your loved ones
Looking Ahead with Longterm Care
M-671689-2025-01-20
Thursday Jan 09, 2025
Thursday Jan 09, 2025
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