Steven Chen
Financial planning professional quoted in the episode providing commentary on the need for retraining and reskilling amid job changes and the usefulness of 529 plan flexibility.
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Apr 19, 2023 • 50min
What Retirement Planning Software Should I Use?
If you are thinking about retiring in the next few years you’re probably wondering what the best tools are to help you plan. Finding the right retirement planning software can not only help you plan retirement but help put your mind at ease so that you can Rock Retirement!One listener asks my opinion on the best retirement software to use. If you are curious about my answer you’ll press play. In this episode, you’ll also hear about the books I read in March, an interview with Steven Chen from the New Retirement Calculator, and learn the benefits of creating horizontal relationships. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN BOOK REVIEWS [1:30] Books I read in MarchLISTENER QUESTIONS [5:30] Which retirement software should I use?[11:49] On using dividend investing to fund retirement[20:19] On using indexed annuities with downside protection[24:04] A recommendation for my wife, Shawna[24:55] Looking for a financial planner that is a retirement consultant STEVEN CHEN INTERVIEW ON THE NEW RETIREMENT CALCULATOR [26:45] What New Retirement Calculator users think about[33:06] Planning for the future[38:36] What’s new with the New Retirement CalculatorBRING IT ON [41:55] The benefits of creating horizontal relationshipsTODAY’S SMART SPRINT SEGMENT [47:10] Revisit your allocation planResources Mentioned In This Episode NAPFAGarrett Planning NetworkNew Retirement CalculatorMoney Guide Pro EliteFinancewareBOOK - The Courage to Be Disliked by Ichiro KishimiBOOK - Make Your Bed by William McCravenBOOK - Sea Stories by William McCravenBOOK - Build by Tony FadellBOOK - Top Five Regrets of the Dying by Bonnie WareMorningstar’s The Long View Podcast - Retirement Planning Is Not Financial PlanningLiveWithRoger.com - Register for the webinar on May 11, 2023 to discover the 4 Phases of a Great Retirement PlanRock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK - Rock Retirement by Roger WhitneyRoger’s Retirement Learning Center
Feb 4, 2022 • 26min
42 - A Solely Acral Rash
Dr. Steven Chen, a dermatologist extraordinaire, joins in exploring acral rashes, including hand-foot syndrome's treatment with ice packs, distinguishing GVHD from other eruptions, and key take-home points on recognizing and treating acral rashes.
Jun 12, 2026 • 1min
New Uses For 529 Savings 6/12/26
Steve Chen, a financial planning professional, explains why reskilling matters as AI and layoffs reshape careers. He discusses the new flexibility to use 529 savings for career training and covered costs like tuition, books, testing fees, and continuing education. Short, practical take on adapting education dollars to changing job markets.
