Have you ever debated if investing in a self-directed brokerage option or alternative investments, like precious metals, was right for you? There are several factors to consider when it comes to seeking a deeper involvement with investing.

Ep 16: Class is in session: Understanding Target Date Funds

18 days ago 17m 16s

Posted Description: "Do-it-for-me" investing has gained popularity for individuals seeking hands-off investment options. While convenient, it's important to understand the options, and to stay aware of your investment choices, even in a hands-

Ep 15: Class is in session: What is asset allocation

Jun 13th, 2024 17m 59s

Strategically balancing different types of investments can help you manage risk and tap into various growth opportunities. Join today to hear more about this process, as well as what it takes to determining your risk profile and invest to meet

Ep 14: Class is in session: investments 101

May 30th, 2024 22m 34s

Today’s episode explores the different asset classes commonly included in retirement plans, aiming to shed light on the characteristics, benefits and considerations associate with each asset class. Each class – stocks, bonds and cash equivalent

Ep 13: Retirement Plan Misconceptions

May 16th, 2024 27m 5s

Join us today as we break down some common retirement plan misconceptions. We will share insights that may challenge and hopefully change the way you think about saving for retirement. M-517086-2024-03-22

Ep. 12: SMART Financial Goals

May 2nd, 2024 18m 32s

In today's episode, Nick and Jason discuss the importance of goal setting and how using the SMART method can set you up for long-term success. Here are some materials related to this episode: Goal Tracker

Ep 11: Building foundations with financial literacy

Apr 18th, 2024 14m 59s

Think of managing your money as a journey. Before you start, you need to be prepared, right? Gaining knowledge and understanding associated with managing your finances will help you make informed decisions.Here are some materials related to th

Ep 10: Our taxing life

Apr 4th, 2024 19m 18s

It’s important to understand how common sources of retirement income are taxed, so you can accurately assess how much income they may provide in retirement.M-521005-2024-04-02

Ep 9: Money Conversations with Children

Mar 21st, 2024 14m 45s

Money Conversations with ChildrenChildren often mimic adult behaviors and this is true when it comes to spending and saving. Money habits are formed early and carry into adulthood. This episode covers ways to talk to children about money and h

Ep 23: Ewwwwwww

Mar 12th, 2024 51m

Ahhh relationship bliss. Things are going so well. We're so happy and... wait. Did you just clip your keys to your belt loop like a janitor? And what the hell are those on your feet, black sneakers??? Um, we need to talk.... ICKS! We all hav

Ep 8: Tips for managing debt

Mar 7th, 2024 18m 58s

Most American’s have some form of debt whether it’s from credit cards or loans and the increased prices of things doesn’t help. So what can you do if you find your debt increasing? Listen to learn tips on how you can manage your debt.Here are

Ep 7: The basics of budgeting

Feb 22nd, 2024 18m 34s

The only way to gain control over your financial situation is through a budget. It allows you to discover how much you are paying for certain things and how that compares to your income. This episode will cover the basics associated with budget

Ep 6: Savings - What's getting in the way??

Feb 8th, 2024 12m 50s

Ever wonder why you just can’t save as much as you want? Common barriers to saving are discussed and a savings hack involving pennies is shared.

Ep. 5: Secure Act 2.0 - What YOU should know

Jan 25th, 2024 20m 51s

Learn more about Secure Act 2.0, this legislation was designed to help improve retirement outcomes for participants in employer-sponsored retirement plans. SECURE stands for Setting Every Community Up for Retirement Enhancement and we’ll discu

Ep 4: Sweat the Small Stuff

Jan 11th, 2024 16m 54s

This episode is the continuation of our behavioral finance or mental account topic. Join us to learn tips to help you think differently about your spending and saving and why it’s important to sweat the small stuff.

Ep 3: Is your retirement glass half-full or half-empty?

Dec 28th, 2023 19m 33s

Did you ever wonder why you are more likely to save or spend extra money? There’s actually a good reason for this….listen to this episode to learn.

Ep 2: Before Tax and Roth and After Tax...Oh My!!!

Dec 14th, 2023 24m 33s

Today’s discussion will feature the three different contribution options available in retirement plans and how they can be used as part of your ongoing savings strategy.

Ep 1: From Idea to Reality - Podcast with a K

Nov 30th, 2023 17m 17s

Have you ever thought about what goes into making a retirement podcast, what it includes and why would there be dad joke involved? Well look no further, because Jason Parese and Nick Sparks from ADP Retirement Services will provide that insight

Introducing: The Retirement Success Pod(k)ast

Nov 28th, 2023 3m 10s

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 thoug

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