

Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin
Sep 25, 2023
Steve Chen, Founder of NewRetirement, discusses building a retirement planning software platform, retirement portfolios and investment strategies, options for a 50-something couple without family, online security of financial data and account creation, staying safe online and Roth conversions in retirement. The speaker expresses gratitude towards the Bogleheads community and discusses the upcoming Bogleheads conference.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Building a Retirement Planning Software Platform
01:46 • 7min
Retirement Portfolios and Investment Strategies
08:16 • 14min
Options for a 50-something couple without family to handle their finances
22:03 • 2min
Discussion on Online Security of Financial Data and Account Creation
24:23 • 2min
Staying Safe Online and Roth Conversions in Retirement
26:22 • 10min
Appreciation for Bogleheads Community, Conference Invitation, and Announcement of Upcoming Episode
36:33 • 4min