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 Jul 24, 2025
Thursday Jul 24, 2025
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
Thursday Jul 10, 2025
Thursday Jul 10, 2025
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
Thursday Jun 26, 2025
Thursday Jun 26, 2025
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
Thursday Jun 12, 2025
Thursday Jun 12, 2025
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