The Boldin Your Money Podcast

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...

The 60th NewRetirement podcast. This time, Steve Chen is joined by guest Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — and discusses tax and legacy planning as well as what are and how to use Donor Advised Funds (DAFs). Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison. © 2021 NewRetirem...

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/signup Produced by Davorin Robison. © 2021 NewRetirement Inc.

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...

The 57th NewRetirement podcast. This time, Steve Chen is joined by guest Peter Leyden — an author, entrepreneur, and public speaker — and discusses what the next 30 years might bring us and how that could impact our lives and the lives of future generations. Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison. © 2021 NewRetirement In...

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.

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.

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.

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.

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.

The 51st NewRetirement podcast. This time, Steve Chen is joined by guest Melissa Fredette — former President of Postgraduate Programs at Hult International Business School — and discusses what she learned during her journey to FI and as she transitions into retirement before 50 using a portfolio of rental properties. Produced by Davorin Robison. © 2021 NewRetirement Inc.

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.

The 49th NewRetirement podcast. This time, Steve Chen is joined by guest Ashley Whillans — assistant professor at Harvard Business School and author of Time Smart — and discusses how to think about and value your scarcest resource, your time. Produced by Davorin Robison. © 2020 NewRetirement Inc.

The 48th NewRetirement podcast. This time, Steve Chen is joined by guest JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how of Financial Independence as well as Collins' book, “The Simple Path to Wealth” Produced by Davorin Robison. © 2020 NewRetirement Inc.

The 47th NewRetirement podcast. This time, Steve Chen is joined by guest Steve Vernon — a writer and research scholar at the Stanford Center of Longevity — and discusses the Spend Safely in Retirement Strategy that Vernon came up with and, secondly, his new book, Don't Go Broke in Retirement . Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.

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.

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 Davori...

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 p...

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...

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.

The 41st NewRetirement podcast. This time, Steve Chen is joined by guest Glen Nakamoto — retired cyber security analyst and financial planning enthusiast — and discusses how to build lifetime income with a retirement income floor. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.

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. © 2...

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.

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.

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.