The Boldin Your Money Podcast
Steve Chen
Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter.
Each episode features expert interviews and actionable insights on topics like retirement income strategies, Social Security planning, saving for retirement after 50, and creating a fulfilling life after work.
Ready to start your journey? Explore the best free retirement planning tool and a library of financial resources at Boldin.com — and take the first step toward financial independence and a well-lived life.
Each episode features expert interviews and actionable insights on topics like retirement income strategies, Social Security planning, saving for retirement after 50, and creating a fulfilling life after work.
Ready to start your journey? Explore the best free retirement planning tool and a library of financial resources at Boldin.com — and take the first step toward financial independence and a well-lived life.
Episodes
Mentioned books
Sep 24, 2020 • 49min
Steve Vernon: Don’t Go Broke In Retirement
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.
Sep 3, 2020 • 49min
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.
Aug 20, 2020 • 51min
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 Robison.© 2020 NewRetirement Inc.
Aug 6, 2020 • 56min
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 podcast a few years ago, so having him on number 44 seems quite fitting. I hope you enjoy that little coincidence. It sure made my day.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
Jul 23, 2020 • 52min
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 Mutual Funds: Five-Star Strategies for Success.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
Jun 25, 2020 • 1h 11min
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.
May 28, 2020 • 54min
Glen Nakamoto: Building a Retirement Paycheck
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.
May 14, 2020 • 1h 2min
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.© 2020 NewRetirement Inc.
Apr 30, 2020 • 59min
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.
Apr 9, 2020 • 1h 14min
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.
