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 Oct 03, 2024
Ep 23: What kids really think about finances
Thursday Oct 03, 2024
Thursday Oct 03, 2024
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 about the world through a child's eyes, this episode is packed with valuable takeaways and heartwarming moments.
Linked resources:
Money conversations with children
Focus on your goals coloring page
M-603495-2024-09-09
Thursday Sep 19, 2024
Ep 22: Golden years gameplan: funding your future fun
Thursday Sep 19, 2024
Thursday Sep 19, 2024
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
Thursday Sep 05, 2024
Ep 21: Ready, Set, Retire: Tips for transitioning to retirement
Thursday Sep 05, 2024
Thursday Sep 05, 2024
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 resources:
Your retirement income: 6 things to do now to pay yourself later
Thursday Aug 22, 2024
Ep 20: Raiding the Retirement Cookie Jar: Loans and Withdrawls
Thursday Aug 22, 2024
Thursday Aug 22, 2024
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