The Boldin Your Money Podcast
The Boldin Podcast, formerly known as NewRetirement, is a trusted source for retirement planning, financial wellness, and purposeful living. It features expert interviews and actionable insights on topics like retirement income strategies, Social Security planning, and saving for retirement after 50. The podcast aims to empower listeners to take control of their financial future and create a fulfilling life after work. Additional resources are available at Boldin.com.
Episodes
Retirement Planning's Hidden Tradeoffs | With Jesse Cramer (Ep. 114)
Building a retirement plan means balancing financial security with the life you want to live. Steve Chen sits down with fee-only fiduciary financial planner Jesse Cramer, host of Personal Finance for Long-Term Investors and writer behind The Best Interest, to explore both the numbers and the human side of retirement.They discuss how Coast FIRE can create flexibility, why retirement requires more t
The Future of Financial Advice Is Closer Than You Think | With Ed Williams & Michael Byram (Ep. 113)
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice.In this episode of Boldin Your Money, Steve Chen is joined by Ed Williams, Lead Financial Advisor at Boldin, and Michael Byram, Boldin's CTO and former engineering leader at Altruist, to discuss why this acquisition matters and how
How AI Is Changing Personal Finance | With AI & Data Expert Subbiah Subramanian (Ep. 112)
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Subbiah Subramanian, VP of Product Management at Clearwater Analytics, to explore how technology is transforming wealth management, financial planning, and the advisor-client relationship. They discuss t
Renee Schaaf: Past, Present, and Future of Enterprise Retirement Plans
The 61st NewRetirement podcast. This time, Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group. Given that our users have about 70% of their investable assets in qualified savings accounts (e.g. 401(k)s and IRAs), representing tens of billions of dollars in savings, we thought it would be interesting to talk with an expert abou
Paula Pant: You Can Afford Anything, but Not Everything
In this episode of Boldin Your Money, Steve Chen catches up with Paula Pant, founder of Afford Anything to explore how her work and thinking have evolved. Paula shares how earning a graduate degree in economic journalism deepened her approach to personal finance, why her audience is juggling more competing priorities than ever, and how rising uncertainty is shaping financial behavior. She and Stev
Flipping the Script
In this episode of Boldin Your Money, Steve Chen sits down with Geoff Schmidt, the creator behind the wildly popular YouTube channel Holy Schmidt. Geoff shares his inspiring journey from Wall Street to YouTube, sparked by a mission to help his father and ultimately millions better understand retirement planning. With over 350 videos and 335K+ subscribers, Geoff offers powerful insights on financia
Making Sense of Social Security
In this episode of Boldin Your Money, host Steve Chen sits down with financial advisor and YouTube creator Devin Carroll, the mind behind Social Security Intelligence and the book Social Security Basics. Devin shares his journey from tire salesman to financial planner, and how a curiosity about Social Security turned into a mission—and a media platform reaching millions. The conversation covers th
Andre Nader: What and How Much is Enough to FIRE
The 66th NewRetirement podcast. This time, Steve Chen is joined by guest Andre Nader — Product Growth Manager at Meta and writer at FAANG FIRE on substack — and discusses “What is Enough” and also touches on a cool tool he built to help people explore relocation and remote work.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison &
Art Chang: Running for Mayor of NYC
The 56th NewRetirement podcast. This time, Steve Chen is joined by guest Art Chang — an entrepreneur, public servant, and candidate for New York City Mayor — and discusses why Art is running for Mayor and how anyone can bring positive change to their local communities.Produced by Davorin Robison.© 2021 NewRetirement Inc.
Are Mini-Retirements Worth It?
The thirty-ninth NewRetirement podcast. This time, Steve Chen is joined by guest Jillian Johnsrud — who is a speaker, writer, and teacher — and discusses mini retirements, passive income, lifestyle design, FIRE, and her life in Montana.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
COVID-19 Special Episode: Effect on Commercial Real Estate
The NewRetirement podcast. This time, Steve Chen is joined by guests Chris Tokarski, COVID-19 survivor and managing director at ACORE Capital, and Kurt Altvater, SVP at CBRE. They address COVID-19's impact on commercial real estate and offer the perspective of a lender in the on-going pandemic.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
Jim O'Shaughnessy: Emotions Need Not Apply In Investing
The fourteenth NewRetirement podcast. This time, Steve Chen is joined by guest James O'Shaughnessy — the founder, Chairman, and Chief Investment Officer of O'Shaughnessy Asset Management (OSAM) — and discusses the detrimental role emotions play in failed investment strategies.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Paul Merriman: Evidence Based Investing
Paul Merriman — nationally recognized authority on index investing and one of the most trusted voices in evidence-based investing — joins Steve Chen to share what nearly six decades in financial services taught him about how the industry really works. Paul opens up about why he walked away from Wall Street in his 20s, how he accidentally built a $1.6 billion advisory firm, and why he gave it all u
Fiona Ma & David Teykaerts: What Happens Next for CalSavers?
In this episode of Boldin Your Money, host Steve Chen sits down with California State Treasurer Fiona Ma and CalSavers Executive Director David Teykaerts to explore how California is tackling the retirement savings gap through the CalSavers program. Fiona shares her personal journey from the private sector into public service and explains the treasurer’s broader role as the state’s banker, oversee
Katy Song: Money Confidence for Real Life
In this episode of Boldin Your Money, host Steve Chen sits down with Katy Song, a Certified Financial Planner based in Mill Valley, to explore how modern families can achieve financial confidence and “work optionality.” Katy shares her journey from investment banking to flat-fee financial planning, driven by a desire to help young families make smarter money decisions without needing large investa
Millionaire Milestones: Building Wealth on Your Terms with Sam Dogen
In this episode of Boldin Your Money, host Steve Chen welcomes back Sam Dogen, the Financial Samurai, to discuss his journey from Wall Street to financial independence, and his latest book, Millionaire Milestones. Sam shares hard-earned insights from his early career in finance, the emotional and financial toll of market downturns, and how he transformed a cathartic blog into a thriving income sou
Is There Really a Retirement Crisis? Examining Social Security
In this podcast episode, Andrew Biggs, an expert in retirement economics, discusses the perceived retirement crisis in America, challenging the notion by presenting data on Social Security and private retirement savings. He argues that Americans are generally better prepared for retirement than commonly believed, emphasizing the substantial wealth embodied in Social Security benefits and the impro
Financial Wellbeing: A Holistic Approach with Brian Portnoy on Shaping Wealth
Shaping WealthThe Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy: https://amzn.to/48snjJL (Amazon)How I Invest Money: Finance Experts Reveal How They Save, Spend and Invest by Brian Portnoy https://amzn.to/3SncdA9 (Amazon)The Investor's Paradox: The Power of Simplicity in a World of Overwhelming Choice by Briand Portnoy https://amzn.to/48KiFqY (Amazon)
Cullen Roche: Inflation Risks & Investing for Retirement
The 64th NewRetirement podcast. This time, Steve Chen is joined by guest Cullen Roche — Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds — and discusses inflation risk & investing for retirement and takes some listener questions. They address Cullen's work at Merrill Lynch and how he got disillusioned with the wirehouse business model and then started his own
Doc G: DiverseFI and Regret Minimization
The 68th NewRetirement podcast. This time, Steve Chen is joined once again by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses Doc G's new book, Taking Stock. This is Jordan Grumet's second round on our podcast and he’s also been gracious enough to invite us onto his What’s Up Next podcast.Try out the NewRetirement Planner for free: https
Todd Tresidder: The FinancialMentor
The twenty-sixth NewRetirement podcast. This time, Steve Chen is joined by guest Todd Tresidder — founder of financialmentor.com — and discusses what leverage is and how to use it, some fundamental concepts of investing, and Tresidder's own approach to financial coaching.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
Cameron Huddleston: Mom and Dad, We Need to Talk.
The twenty-eighth NewRetirement podcast. This time, Steve Chen is joined by guest Cameron Huddleston — author of Mom and Dad, We Need to Talk — and discusses the issues (and intrafamily politics) of assisting loved ones in their retirement finances, and possible solutions thereof.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
Brian Bollinger: Generating Passive Income
The twenty-ninth NewRetirement podcast. This time, Steve Chen is joined by guest Brian Bollinger — founder of Simply Safe Dividends — and discusses dividend investing and generating passive income.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
Annie Duke: Thinking In Bets
The eighteenth NewRetirement podcast. This time, Steve Chen is joined by guest Annie Duke — World Series of Poker bracelet winner — and discusses how to do better in the long term through the lens of poker.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Retirement Early Is On The Fritz (Gilbert)
The thirteenth NewRetirement podcast. This time, Steve Chen is joined by guest Fritz Gilbert — founder of The Retirement Manifesto — and discusses a "Fat FIRE" approach to retirement.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Where is the world going?
The Fourth NewRetirement podcast. This time, Steve Chen is joined by guest Morgan Housel — 34-year-old award-winning writer and venture capitalist with the Collaborative Fund, and former writer for the Wall Street Journal and the Motley Fool — and discusses where the world is going.
You can find Morgan Housel's work at www.collaborativefund.com/blog/
Recording, editing done by Davorin Robison.
© 2
Paula Pant: You can Afford Anything but not Everything
The 54th NewRetirement podcast. This time, Steve Chen is joined by guest Paula Pant — Founder of Afford Anything, a personal finance site, and host of the Afford Anything Podcast with 15 million downloads — and discusses Paula's core beliefs that you can “Afford Anything but not Everything” and that every decision has a tradeoff.Produced by Davorin Robison.© 2021 NewRetirement Inc.
Mark Miller: Social Security and Medicare
The twenty-fifth NewRetirement podcast. This time, Steve Chen is joined by guest Mark Miller — editor and founder of Retirement Revised — and discusses some of the key considerations people approaching retirement need to think about, mostly related to social security, Medicare, and how these programs may change in the future.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
Jim McCarthy: Live each Day
The twenty-seventh NewRetirement podcast. This time, Steve Chen is joined by guest Jim McCarthy — TEDx speaker and author of Live each Day — and discusses McCarthy's insights into simpler, happier living after being diagnosed with cancer in 2013.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud
In this episode of Boldin Your Money, Steve Chen talks with Jillian Johnsrud, author of Retire Often, about how taking intentional career breaks, what she calls mini-retirements can lead to greater freedom, career clarity, and personal growth. Jillian shares her journey from debt at age 19 to financial independence by 32, and how sabbaticals became a core part of her life rhythm. They explore how
Rick Ferri: The Core 4
The twentieth NewRetirement podcast. This time, Steve Chen is joined by guest Rick Ferri — CFA, author, and founder of Core 4 — and discusses Ferri's perspective on investing after being in the industry for three decades. They address the difference between investing strategy and investing philosophy, advisors as legal fiduciaries, and the Bogleheads.
Recording, editing done by Davorin Robison.
©
Financial Independence, Purpose & Happiness
The first NewRetirement podcast. This time, Steve Chen is joined by guest J.D. Roth — founder of Get Rich Slowly — and discusses financial independence, purpose, and happiness.
You can find J.D. Roth's work at www.getrichslowly.org.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Larry Swedroe: Strategic Wealth
The thirty-fifth NewRetirement podcast. This time, Steve Chen is joined by guest Larry Swedroe —director of research for Buckingham Strategic Wealth — and discusses his new book and what he's learned helping people plan for their future over his 20 plus year career in financial services and wealth management.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
Ben Carlson: Everything You Need to Know About Saving For Retirement
The 52nd NewRetirement podcast. This time, Steve Chen is joined by returning guest Ben Carlson — Director of Institutional Asset Management at Ritholtz Wealth Management — and discusses whether we’re in a bubble, how to invest in a bubble, and Carlson's new book, Everything You Need To Know About Saving For Retirement.Produced by Davorin Robison.© 2021 NewRetirement Inc.
Joe Kuhn: Tools to Decide When It Is Safe to Retire
The 69th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Kuhn — former world-class plant manager and reliability leader, and current Financial Independence influencer on YouTube — and discusses Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner
David Chen: Early Retirement & Key Lessons from a Community Member
Steve Chen is joined by guest David Chen — brother of a good friend of Steve's from high school and a member of our community — and discusses David’s story, some of the biggest lessons and insights from his journey around investing, and his plan for generating income for life. Plus what he learned about estate planning through dealing with his dad’s passing.Try out the NewRetirement Planner for f
Wealth & Wisdom with Robert Brokamp
In this episode of the NewRetirement Podcast, Steve Chen interviews Robert Brokamp, a certified financial planner and key figure at the Motley Fool. They discuss Robert's journey in the financial sector, the valuable lessons he's learned about financial planning, and the story behind the Motley Fool. They also touch on topics such as the 4% rule, retirement planning, and the importance of purpose
An Ex-DEA Agent On Lifestyle Design
The twelfth NewRetirement podcast. This time, Steve Chen is joined by guest Bruce Goldberg — who's served 28 years for the DEA and retired at age 52 — and discusses lifestyle design post-career. They address concerns about finding meaning, the importance of schedule, and, of course, what it was like to be a DEA agent.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Financial Samurai: Buy This, Not That
The 67th NewRetirement podcast. This time, Steve Chen is joined by guest Sam Dogen — a popular OG FIRE blogger and author — and discusses Sam’s new book, Buy This, Not That: How To Spend Your Way To Wealth And Freedom. BTNT aims to help you achieve financial freedom sooner and it helps you tackle some of life's biggest dilemmas in a rational way.Try out the NewRetirement Planner for free: https:/
Introducing Real Retirement Stories
In the 100th episode of Boldin Your Money, host Steve Chen chats with community member Mark Eakle about his real-life money journey. Mark shares how he went from relying on pensions to taking charge with 401(k)s, paying off his house, and helping his daughters graduate debt-free. He talks about the lessons he learned along the way—like starting early, sticking with it, and letting compounding work
Jerry Patterson: Making the most of your 401(k)
The NewRetirement podcast. This time, Steve Chen is joined by guest Jerry Patterson — Principal Financial's senior vice president of workplace savings and retirement solutions — and discusses how to make the most of your 401(k), workforce savings trends, financial independence and retirement income.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
Rob Berger: Retire Before Mom and Dad
The thirty-third NewRetirement podcast. This time, Steve Chen is joined by guest Rob Berger — author of Retire Before Mom and Dad: The Simple Numbers Behind a Lifetime of Financial Freedom — and discusses key aspects of retirement finance, especially fee ratios and financial literacy.Recording, editing done by Davorin Robison.© 2019 NewRetirement Inc.
Jesse Mecham: You Need A Budget
The nineteenth NewRetirement podcast. This time, Steve Chen is joined by guest Jesse Mecham — founder and CEO of You Need A Budget — and discusses why budgeting can be a life-altering event.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Burton Malkiel: A Random Walk Down Wall Street, 50 Years Later
The 70th NewRetirement podcast. This time, Steve Chen is joined by guest Burton Malkiel — a legendary American economist and author of A Random Walk Down Wall Street — and discusses Professor Malkiel’s book and some of the biggest lessons from his life.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 2023 New
Dana Anspach: Retirement Income Planning
The 50th NewRetirement podcast. This time, Steve Chen is joined by guest Dana Anspach — certified financial planner, author, and the founder of Sensible Money — and discusses her practice and retirement income planning.Produced by Davorin Robison.© 2020 NewRetirement Inc.
Nir Eyal: Beyond Belief - Why We Don’t Do What We Know We Should
Here's Where to Find Nir: ⬇️
Purchase Beyond Belief: geni.us/beyondbelief
Free belief change guide: www.nirandfar.com/beyond-belief-live
Bonus content and the 30-Day Belief Transformation Journal: nirandfar.com/beyond-belief
Website: http://nirandfar.com
LinkedIn - https://www.linkedin.com/in/nireyal/
Instagram - http://instagram.com/nireyal
Previous books: Hooked: geni.us/hooked I
Brooke Southall: The Past, Present and Future of Wealth Management
The 53rd NewRetirement podcast. This time, Steve Chen is joined by guest Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past present and future of wealth management.This episode was recorded in-studio with proper PPE equipped and ventilation.Produced by Davorin Robison.© 2021 NewRetirement Inc.
Doc G: Financial Independence's Impact on Health
The thirty-seventh NewRetirement podcast. This time, Steve Chen is joined by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses financial independence from a health point of view.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
Joe Saul-Sehy: Founder of Stacking Benjamins
The 59th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and community — and discusses Joe's story, what he’s building, and his new book, Stacked.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRetirement Inc.
Morgan Housel: The Psychology of Money
The 44th NewRetirement podcast. This time, Steve Chen is joined by guest Morgan Housel — a writer, former columnist at The Motley Fool and the Wall Street Journal, and a partner at the Collaborative Fund — and discusses Housel's new book, The Psychology of Money, timeless lessons on wealth, greed, and happiness, and his perspective on 2020. Housel is a returning guest, having been on the fourth po
5 Hurdles Between You & Your Retirement
The fifth NewRetirement podcast. This time, Steve Chen is joined by guest Bill Bernstein — a retired neurologist and best-selling author who has written six books around the themes of investing, asset allocation, history, and trade, including The Four Pillars of Investing, The Investor's Manifesto, and If You Can — and discusses the 5 hurdles between you and a financially secure retirement. They a
Real Retirement Stories: Andrea Solarz
In this episode of Boldin Your Money, host Steve Chen talks with Andrea Solarz, a Boldin community member from Arlington, Virginia, about her lifelong journey to financial independence. Andrea shares how early lessons from her parents about saving and budgeting set her on the right path, later reinforced through self-education and following experts like Rob Berger, Christine Benz, and Andy Panko.
Scott Migliori: A Professional Investor’s Guide to Early Retirement
The 42nd NewRetirement podcast. This time, Steve Chen is joined by guest Scott Migliori — the former chief investment officer for U.S. Equities for Allianz Global Investors — and discusses Scott's decision to retire early, the investment landscape, and how he manages his money.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
Roger Whitney: Agile Retirement Management
The 55th NewRetirement podcast. This time, Steve Chen is joined by guest Roger Whitney — author, financial advisor, podcaster, and founder of the Rock Retirement Club — and discusses Agile Retirement Management and how to truly Rock Retirement!Produced by Davorin Robison.© 2021 NewRetirement Inc.
PhD on FIRE: Safe Draw Down Rates
The sixth NewRetirement podcast. This time, Steve Chen is joined by guest Karsten Jeske — a PhD-educated, CFA charter-holding, ex-Federal Reserve worker F.I.R.E. person (Financial Independence/Retire Early) — and discusses Jeske's journey to FIRE. They address corporate culture, the 40% rule and its issues, safe withdrawal rates, and much more.
Recording, editing done by Davorin Robison.
© 2018 Ne
Gary Danoff on Work, Purpose, Financial Planning, and Literacy Across Generations
In Episode 73 of the New Retirement Podcast, host Steve Chen welcomes Gary Danoff, Global Alliances Leader at Google and an Executive Coach, for an enlightening conversation on work, purpose, and financial literacy across generations. Gary shares his unique journey to new retirement, inspired by his son Jake, and delves into the significance of financial literacy, the impact of AI on society, and
Nobel Prize Winner Robert Merton on Fixing Retirement
The eleventh NewRetirement podcast. This time, Steve Chen is joined by guest professor Bob Merton — Nobel laureate and professor at MIT — and discusses Professor Merton's thoughts on what's wrong with retirement today. They address how the focus of the entire retirement industry is askew, how target day funds are allegedly detrimental to an investment portfolio, Professor Merton's half-century wit
Mike Piper: Social Security and Tax-Efficient Retirement Planning
The 62nd NewRetirement podcast. This time, Steve Chen is joined by guest Mike Piper — CPA, author, and creator of the Open Social Security and the Oblivious Investor websites — and discusses Social Security planning, Roth conversions, and retirement account distributions.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRe
Mark Goines: Pioneering Fintech and the Future of Money
In this episode of Boldin Your Money, Steve Chen connects with FinTech pioneer Mark Goines, the force behind TurboTax, Quicken, and Personal Capital. Mark reveals the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial services. Packed with insights on building impactful products, driving growth, and embracing change, this episode is a must-liste
Kevin Hanney: The Past, Present and Future of Pensions
The fortieth NewRetirement podcast. This time, Steve Chen is joined by guest Kevin Hanney — the senior director of pension investments at United Technologies where he helps oversee about a hundred billion dollars in retirement plan assets — and discusses pensions, inflation, and the necessity to do away with dogmatism during the coronavirus pandemic.Recording, editing done by Davorin Robison.© 202
Boldin Your Wealth: Catching Up to FI
In this episode of Boldin Your Money, Steve Chen sits down with Jackie Cummings Koski, co-host of Catching Up to FI, to talk about her inspiring journey to financial independence after overcoming poverty, divorce, and single motherhood. Jackie shares practical advice for late starters, those in their 40s, 50s, and beyond who feel behind on saving for retirement. They cover the importance of mindse
Money, Marriage, & Raising Financially Fit Kids
In this episode of Boldin Your Money, Steve Chen talks with Andy Hill, creator of Marriage, Kids and Money, about Andy’s journey from having a negative net worth to achieving financial independence through intentional saving, living on one income, and aligning money decisions with family goals. Andy shares how reaching “Coast FI” allowed his family to work less and enjoy life more, the importance
The role of insurance in financial planning - a conversation with New York Life
In this podcast episode from NewRetirement, Todd Taylor, the newly appointed head of Life Insurance Solutions at New York Life, shares his career journey from actuary to executive. He discusses his early interest in math and economics, leading to his role at New York Life, where he works on life insurance, annuities, and financial planning. Todd explains the role of actuaries in quantifying risks,
Alan Donegan: Journey to FI and Starting Companies
The 45th NewRetirement podcast. This time, Steve Chen is joined by guest Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and discusses Donegan's own journey to financial independence and the people that he's met along the way. They also go in-depth on how to start a business. Spoiler: you don't need debt to do so.Recording, editing done by Davorin
David Stein: Money For the Rest of Us
The thirty-sixth NewRetirement podcast. This time, Steve Chen is joined by guest David Stein — former institutional money manager and current world-class podcaster with 12 million downloads — and discusses safe draw-down rates, annuities, and the F.I.R.E movement.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
Joe Casey: Retirement Wisdom
The thirty-first NewRetirement podcast. This time, Steve Chen is joined by guest Joe Casey —founder of Retirement Wisdom — and discusses shaping your life after retirement, and what reflection needs to be put in to be successful.Recording, editing done by Davorin Robison.© 2019 NewRetirement Inc.
Financial Advice: You Get What You DON'T Pay For
The seventh NewRetirement podcast. This time, Steve Chen is joined by guest Allan Roth — a by-the-hour financial advisor with over 25 years of experience in the field, who also runs Wealth Logic — and discusses why and how most investors can do much better by keeping it simple and managing expenses. They address phony awards, how "you get what you don't pay for", the Stock Market Game, and more.
Christine Benz: Morningstar & 25 years of personal finance
The 43rd NewRetirement podcast. This time, Steve Chen is joined by guest Christine Benz — author and Morningstar's director of personal finance — and discusses the big financial and life lessons Benz has picked up over her 25-year career at Morningstar. They also talk about Benz's works, 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and also Morningstar's Guide to Mut
Retirement Early: Pitfalls to Avoid
The eighth NewRetirement podcast. This time, Steve Chen is joined by guest Chris Mamula — a FIRE person and writer for both Can I Retire Yet? and Eat the Financial Elephant — and discusses his journey as a "normal" guy becoming financially independent at 41 years old. They address mistakes and pitfalls, the difference between a traditional "lean FIRE" and an increasingly popular "fat FIRE", balanc
Erin Talks Money: Personal Finance for Real People
Erin Moriarity, creator of the Erin Talks Money YouTube channel, joins Steve Chen to share the personal story behind her passion for financial independence — from investing at age eight alongside her Depression-era grandmother to watching her mother lose financial control through a difficult divorce. Now reaching over 340,000 subscribers, Erin breaks down her philosophy that most people should DIY
Eric Balchunas: The Bogle Effect
The 71st NewRetirement podcast. This time, Steve Chen is joined by guest Eric Balchunas — Bloomberg Senior ETF Analyst & Funds Product Specialist — and discusses Eric’s book, The Bogle Effect, the Wealth Universe, ETFs, and the future of financial advice.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 20
Jack Brennan: Insights from the Former CEO of Vanguard
The 58th NewRetirement podcast. This time, Steve Chen is joined by guest Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group, where he was CEO from 1996 to 2008 — and discusses what it was like growing Vanguard, key lessons during Jack's tenure, and his new book, More Straight Talk on Investing: Lessons for a Lifetime.Try out the NewRetirement Planner for free: https://www.
Ben Carlson: Share the Wealth (of Common Sense)
The ninth NewRetirement podcast. This time, Steve Chen is joined by guest Ben Carlson — the author of A Wealth of Common Sense (both the book and the blog) — and discusses Carlson's perspective on investing, his work writing and managing money, and the present and future of wealth management.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Work and Jobs Over 50
The Second NewRetirement podcast. This time, Steve Chen is joined by guests Kerry Hannon — author of "Great Jobs for Everyone 50+" and AARP jobs expert — and Philippe Violette — entrepreneur, 'productivity hacker' with experience running his business remotely from the Dominican Republic and Buenos Aires — and discusses work and jobs over 50.
You can find Kerry Hannon's work at kerryhannon.com.
Rec
David Blanchett: Guaranteed Income in Retirement
The 63rd NewRetirement podcast. This time, Steve Chen is joined by guest David Blanchett — Managing Director and Head of Retirement Research for PGIM DC Solutions — and discusses retirement income and goes over some listener questions.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRetirement Inc.
Real Retirement Stories: Leslie and Thomas Martin
Leslie and Thomas Martin share how years of consistent saving and do-it-yourself planning helped them confidently retire early and enjoy life on their own terms. Starting with the classic “save 10%” rule, they eventually built detailed retirement models using Boldin, holding regular “family finance” meetings to test scenarios and understand when and how they could retire. Those tools gave them pea
Tariffs, Markets & The Macro Story
In this episode of Boldin Your Money, host Steve Chen and guest Mike Himmelfarb unpack the newly announced "Liberation Day" tariffs and their sweeping impact on global markets, economic strategy, and personal finance. Recorded just days after a sharp market correction, the discussion blends macroeconomic insight with practical, real-world investing perspectives. Mike shares his background in finan
Unlocking the Future: Dr. Jordan Hutchison’s Vision
RFG Advisory[32:54] The Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy https://amzn.to/3xhWKtk (Amazon)[38:36] Finding Flow: The Psychology of Engagement with Everyday Life by Mihaly Csikszentmihalyi https://amzn.to/3J35s13 (Amazon)[44:35] Drive: The Surprising Truth About What Motivates Us by Daniel Pink https://amzn.to/3vAoDwa (Amazon)[49:35] Rise Of Superman by S
Retirement Ready: Confidence, Planning, and Purpose with Mike Richardson
In this episode, we sit down with Mike Richardson, former SVP and CTO of Nationwide, who retired at 55 to embrace a fulfilling second act. Mike shares his inspiring journey of building a financial plan, navigating early retirement, and redefining purpose. Learn how he transitioned from leading large tech teams to mentoring others as a financial coach, volunteering, and pursuing personal passions.
Aperio - Unveiling Financial Innovations and Ethics
Aperio GroupTransparent Investing by Patrick GeddesTransparent Investing, the Electronic Version of the BookGo to https://dl.bookfunnel.com/o1knw45b7tClick “Get my book”Enter your email address and click the box “I understand that I’m signing up for Patrick Geddes’s email newsletter, and I’m free to unsubscribe at any time.”Go to your email inbox and open the email from BookFunnelClick on the link
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