Steven Chen is the founder of NewRetirement, a do-it-yourself tool for retirement planning. Prior to founding NewRetirement, Stephen founded venture-backed companies in education and financial services, and worked with organizations including Charles Schwab, Dimensional Fund Advisors, and Fidelity. 

This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki. 

Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.  

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Show Notes

• 2023 Conference - The John C. Bogle Center for Financial Literacy
• Bogleheads® Live 41: Derek Tharp on Retirement Planning – 4% Rule vs. Monte Carlo
• Bogleheads on Investing with John Bogle – Episode 1
• Bogleheads on Investing with William F. Sharpe: Episode 59
• Bogleheads® investment philosophy
• Bogleheads® Live with Christine Benz: Episode 37
• Bogleheads® Live with Christine Benz: Episode 5
• Bogleheads on Investing with Cody Garrett: Episode 61
• Bogleheads on Investing 58: Mike Piper on “More than Enough”
• Bogleheads® Live: Cameron Huddleston: talking to your parents about their finances
• Bogleheads® Live with Mike Piper: Episode 36
• Bogleheads® Live with Steve Ryder: Episode 43
• Bogleheads® 2022 Conference – Mike Piper- Social Security, Tax Planning Before and During Retirement
• Bogleheads® Live with Cameron Huddleston: Episode 34
• Bogleheads on Investing with Mike Piper: Episode 58
• Bogleheads® Forum
• Bogleheads® Wiki
• Bogleheads® Reddit
• Bogleheads® Facebook
• Bogleheads® LinkedIn
• Bogleheads® Twitter
• Bogleheads® on Investing podcast
• Bogleheads® YouTube 
• Bogleheads® Local Chapters
• Bogleheads® Virtual Online Chapters
• Bogleheads® on Investing Podcast
• Bogleheads® Conferences
• Bogleheads® Books

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.