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Healthcare costs are always rising and in retirement, healthcare spending will be one of your biggest expenses. Join us to learn about costs, strategies for saving, and how Medicare works.  Linked resources: Looking ahead with long-term care M-984124-2026-08-10

If your retirement is coming up fast and you don’t have a plan or savings for this phase of your life, it’s time to take action. Whether you have 15 years to retirement or 5, this episode can help you get started. M-988586-2026-08-18

More adults than ever are moving back home to improve their finances, but success requires more than just saving on rent. In this episode, Karen and Nick discuss how boomerang kids can create financial goals, establish healthy boundaries with parents, develop a realistic timeline for moving out, and turn a temporary living arrangement into a long-term financial advantage.   M-994771-2026-09-01

AI-powered financial scams are evolving rapidly into sophisticated, authentic looking, personalized and emotionally convincing. Today we’re talking about some of the ways AI is used to perpetuate financial scams and tips on how to avoid them. M-957832-2026-06-25

As housing costs rise and more adult children return home, many parents are finding themselves supporting a second generation while trying to prepare for, or live through, retirement. In this episode, Karen and Nick explore the financial realities of boomerang kids, including the impact on parents retirement savings, household expenses, family dynamics, and the important boundaries every parent should establish before opening the door. M-963889-2026-07-09

Staying in control of your money is essential to your financial wellness. Join us to learn how completing a small task can help you stay in control stay and ensure that your retirement account assets are distributed according to your wishes upon your death and the importance of beneficiary designations. We’ll answer how changes to your marital status or family composition can affect your accounts and the rules and options that apply to inherited retirement accounts distributions. M-950067-2026-06-09

Today we’re talking about financial behavior and the idea that awareness alone doesn't always translate into action. In a study ADP commissioned, we found that many people understand the basics of saving, budgeting and planning. But there's still a huge gap between what we know and what we actually do day to day. M-950077-2026-06-09

This week, we are bringing back one of our most popular episodes-and for good reason. Retirement isn’t just about replacing your paycheck, it’s about preparing for a whole new set of expenses that many people don’t see coming. Many retirees under estimate the full scope of expenses they will face after leaving the workforce, which can put a strain on their savings.

Get answers to the retirement questions you’re asking most in this Q&A‑style episode of the Retirement Success Pod(k)ast. We break down how much to save, before‑tax vs. Roth contributions, target‑date funds, and how to know if you’re on track — so you can make confident, informed decisions about your financial future. M-928596-2026-04-29

In this episode we explore how emotions and mental accounting quietly influence everyday financial decisions. Through relatable examples and practical tips, Karen and Nick break down why we spend, save, and invest the way we do—and how small mindset shifts can lead to better long-term outcomes.   M-902668-2026-03-17

Retirement planning is changing fast—and 2026 is shaping up to be a pivotal year. In this episode, we break down eight key retirement trends, from emergency savings and automation to financial wellness and flexibility, and explain what they actually mean for your money. Whether retirement feels far away or right around the corner, you’ll walk away with practical insights you can use today. M-917519-2026-04-14

More people are working independently—and that means retirement planning looks different than it used to. In this episode, we share practical tips for gig workers, freelancers, and influencers on saving for retirement with variable income, including how to budget, automate savings, and choose between options like SEP IRAs, Solo 401(k)s, and IRAs. Learn how to make retirement savings a sustainable part of your business plan—no traditional paycheck required. M-887594-2026-02-17

You don’t need to have everything figured out to start saving for retirement. This episode walks through retirement planning basics for early‑career professionals, showing how easy it can be to get started, stay flexible, and build confidence in your financial decisions.   Resources Investor Profile Questionnaire M-880105-2026-02-04

In today’s episode we talk with Elizabeth Myers to explore how caregiving is reshaping financial wellness for employees and employers alike. Elizabeth shares data-driven insights on the rising pressures facing modern families, as well as the measurable benefits employers see when they invest in caregiver support programs.   2025 Modern Family Index Benefits Decision Makers Survey Undervalued and Overloaded Study Texas Case Study KPMG - The Great Exit M-887237-2026-02-17

In this episode, we talk with Kevin Merrow, President of ADP Strategic Plan Services, LLC, to explore the evolving role of alternative assets in 401(k) plans and why disciplined rebalancing remains critical in volatile markets. Kevin also shares insights on how asset managers are leveraging AI to enhance investment decision-making and portfolio outcomes.