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The Retirement Success Pod(k)ast

The Retirement Success Pod(K)ast
Retirement Planning
Financial Literacy
Inflation
Taxes
Budgeting
Investment Strategies
Retirement Accounts
Target Date Funds
Social Security
Retirement Savings
Withdrawal Strategies
Market Volatility
Money Management
Annuities
Capital Gains Tax
Herd Behavior
Debt
Children and Finance
Tax Refunds
Managed Accounts

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.o... more

PublishesTwice monthlyEpisodes54Founded2 years ago
Number of ListenersCategories
EntrepreneurshipInvestingBusiness

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Artwork for The Retirement Success Pod(k)ast

Latest Episodes

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-811861-20... more

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 pr... more

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Recent Guests

Chris Magno
Senior Vice President and General Manager at ADP
ADP Retirement Services
Episode: Ep. 50: Milestone Moments - Special Q&A
Angie Wilson
Vice President for the SJ chapter of National Association of Benefits and Insurance Professionals.
Savoy Benefits
Episode: Ep 49: Decoding Medicare - Insights from an expert
Kelli Hueler
CEO and founder of Hueler Companies, recognized thought leader on lifetime income
Hueler Companies
Episode: Ep. 42: Exploring Annuities: Insights from an Industry Veteran
Ron Ulrich
VP of Product Consulting and Compliance for ADP Retirement Services
ADP Retirement Services
Episode: Ep. 39: Secure 2.0, 2.0
Kim Creason
Vice President of Marketing at ADP Retirement Services
ADP Retirement Services
Episode: Ep. 36: Women, their money and financial wellness
Daniela Ibarra
Retirement Counselor with ADP Retirement Services
ADP Retirement Services
Episode: Ep. 35: Financial Conversations with Women
Lisa Boucher
Retirement Communications Manager with ADP focused on employee financial education
ADP Retirement Services
Episode: Ep. 35: Financial Conversations with Women
Kevin Marrow
Director of Institutional Investment Consulting at ADP Strategic Plan Services
ADP
Episode: Ep 18: Unraveling the Knot: Inflation, Market Volatility, and your Future
Haley Minogue
Senior Content Manager at ADP Retirement Services
ADP Retirement Services
Episode: Ep 13: Retirement Plan Misconceptions

Hosts

Nick Sparks
Co-host with a focus on making complex retirement topics accessible, emphasizing financial education and planning strategies.
Jason Parese
Co-host with expertise in retirement planning and financial strategies, fostering informed dialogue on retirement decisions.

Reviews

4.9 out of 5 stars from 23 ratings
  • Great Pod!!

    This is a must listen for anyone trying to figure out their company’s plan. Nick and Jason are very engaging. I feel like I’ve known them for years.

    Apple Podcasts
    5
    Osacr117
    United States5 months ago
  • Financial planning

    Excellent short clips. Listen no matter your stage of life.

    Apple Podcasts
    5
    Dodie0123456789
    United States2 years ago
  • Very informative

    Nice, short, informative, and concise.

    Apple Podcasts
    5
    DomG_718
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The mix of professionalism and humor resonates well with the audience.
Listeners appreciate the engaging and informative nature of discussions.
Recent reviews praise the clarity and accessibility of financial topics covered.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Ep. 50: Milestone Moments - Special Q&A
Q: Why was doing a podcast so important to you?
Chris believes it's vital to share insights and education on financial topics to increase literacy and help working Americans understand important concepts.
Ep. 50: Milestone Moments - Special Q&A
Q: What trends have surprised you in the world of retirement services?
Chris highlights industry consolidation, legislation encouraging expanded coverage, and the importance of financial wellness programs as key trends.
Ep 49: Decoding Medicare - Insights from an expert
Q: What does Part D cover specifically?
Part D covers prescription drug coverage offered by private insurance companies, including protections and a coverage gap.
Ep 49: Decoding Medicare - Insights from an expert
Q: So who is eligible to enroll in Medicare?
People 65 and older, certain younger people with disabilities who receive Social Security Disability Insurance for 24 months, and others.
Ep. 42: Exploring Annuities: Insights from an Industry Veteran
Q: How important is it to have objective guidance and or advice when reviewing these options?
Having objective guidance is crucial, especially as the advisor community becomes more active in including lifetime income into planning, helping you navigate important questions effectively.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Retirement Success Pod(k)ast

What is The Retirement Success Pod(k)ast about and what kind of topics does it cover?

Insights around retirement planning and financial wellness are central themes in the episodes, featuring discussions on various topics such as Medicare, taxes, and the evolving stock market landscape. The hosts frequently engage industry experts to share their perspectives, emphasizing the importance of informed decision-making for individuals and companies alike. With a mix of serious financial advice and light-hearted banter, this show aims to make complex financial topics accessible and relatable, catering to listeners in all stages of retirement planning. Notably, the focus on proactive tax strategies, budgeting for unforeseen expenses, and understanding critical legislation like Secure 2.0 enhances its relevance for audiences navigatin... more

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Which podcasts are similar to The Retirement Success Pod(k)ast?

These podcasts share a similar audience with The Retirement Success Pod(k)ast:

1. Retirement Answer Man
2. Stay Wealthy Retirement Podcast
3. Jill on Money with Jill Schlesinger
4. Sound Retirement Radio
5. Ready For Retirement

How many episodes of The Retirement Success Pod(k)ast are there?

The Retirement Success Pod(k)ast launched 2 years ago and published 54 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Retirement Success Pod(k)ast?

Recent guests on The Retirement Success Pod(k)ast include:

1. Chris Magno
2. Angie Wilson
3. Kelli Hueler
4. Ron Ulrich
5. Kim Creason
6. Daniela Ibarra
7. Lisa Boucher
8. Kevin Marrow

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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