

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

Apr 4, 2018 • 56min
5 Hurdles Between You & Your Retirement
The fifth NewRetirement podcast. This time, Steve Chen is joined by guest Bill Bernstein — a retired neurologist and best-selling author who has written six books around the themes of investing, asset allocation, history, and trade, including The Four Pillars of Investing, The Investor's Manifesto, and If You Can — and discusses the 5 hurdles between you and a financially secure retirement. They address each of the five hurdles, the ultimate reason people fail at investing properly, the role of financial advisors (or quite possibly, the lack thereof), social security, invaluable informational resources, the ideal investment portfolio, and much more.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.

Mar 16, 2018 • 55min
Where is the world going?
The Fourth NewRetirement podcast. This time, Steve Chen is joined by guest Morgan Housel — 34-year-old award-winning writer and venture capitalist with the Collaborative Fund, and former writer for the Wall Street Journal and the Motley Fool — and discusses where the world is going.
You can find Morgan Housel's work at www.collaborativefund.com/blog/
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.

Feb 8, 2018 • 49min
Money, Behavior & Happiness
The Third NewRetirement podcast. This time, Steve Chen is joined by guest Jonathan Clements — 33-year personal finance journalist and writer for the Wall Street Journal, Citibank and his own blog, the Humble Dollar — and discusses money and behavior, and how it informs and affects happiness.
You can find Jonathan Clement's work at www.humbledollar.com.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.

Jan 24, 2018 • 17min
Work and Jobs Over 50
The Second NewRetirement podcast. This time, Steve Chen is joined by guests Kerry Hannon — author of "Great Jobs for Everyone 50+" and AARP jobs expert — and Philippe Violette — entrepreneur, 'productivity hacker' with experience running his business remotely from the Dominican Republic and Buenos Aires — and discusses work and jobs over 50.
You can find Kerry Hannon's work at kerryhannon.com.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.

Jan 7, 2018 • 36min
Financial Independence, Purpose & Happiness
The first NewRetirement podcast. This time, Steve Chen is joined by guest J.D. Roth — founder of Get Rich Slowly — and discusses financial independence, purpose, and happiness.
You can find J.D. Roth's work at www.getrichslowly.org.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.


