The Boldin Your Money Podcast

Aperio GroupTransparent Investing by Patrick GeddesTransparent Investing, the Electronic Version of the BookGo to https://dl.bookfunnel.com/o1knw45b7tClick “Get my book”Enter your email address and click the box “I understand that I’m signing up for Patrick Geddes’s email newsletter, and I’m free to unsubscribe at any time.”Go to your email inbox and open the email from BookFunnelClick on the link in the emailClick “GET MY BOOK” and select the type of device on which you want to read the book. To read in a browser, click first on “Start reading in your browser.”Transparent Investing, the Online CourseGo to https://patrickgeddes.co/product/transparent-investing-the-course/Click on Buy NowIn the “Apply coupon” field, enter FREECOURSEClick on the “Apply coupon” buttonIf the total cost net of coupon shows as $0.00, then proceed to step 6. If the total amount still shows $19.95, you need to enter the coupon again, exactly as spelled out in step 3, making sure to use all capital letters. Do not enter a credit card number if you want to avoid getting charged. Proceed only if the Total shows $0.00.Click “Proceed to checkout”Enter your name and contact information. A functional email address is required to get access to the course.Click “Place order”At the very beginning of the course, participants have the option of getting a free electronic version of the book.

In Episode 73 of the New Retirement Podcast, host Steve Chen welcomes Gary Danoff, Global Alliances Leader at Google and an Executive Coach, for an enlightening conversation on work, purpose, and financial literacy across generations. Gary shares his unique journey to new retirement, inspired by his son Jake, and delves into the significance of financial literacy, the impact of AI on society, and the importance of nurturing well-being in younger generations. The episode also explores Gary's approach to coaching and personal development, his insights on the evolving aspirations of younger workers, and the role of technology in shaping careers and personal growth. With a focus on emotional intelligence and human connection, this episode offers valuable perspectives on the intersection of technology, work culture, and personal fulfillment in today's rapidly changing world.

Steve Chen is joined by guest David Chen — brother of a good friend of Steve's from high school and a member of our community — and discusses David’s story, some of the biggest lessons and insights from his journey around investing, and his plan for generating income for life.  Plus what he learned about estate planning through dealing with his dad’s passing.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Steve Stewart.© 2023 NewRetirement Inc.

The 71st NewRetirement podcast. This time, Steve Chen is joined by guest Eric Balchunas — Bloomberg Senior ETF Analyst & Funds Product Specialist — and discusses Eric’s book, The Bogle Effect, the Wealth Universe, ETFs, and the future of financial advice.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 2023 NewRetirement Inc.

The 70th NewRetirement podcast. This time, Steve Chen is joined by guest Burton Malkiel — a legendary American economist and author of A Random Walk Down Wall Street — and discusses Professor Malkiel’s book and some of the biggest lessons from his life.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 2023 NewRetirement Inc.

The 69th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Kuhn — former world-class plant manager and reliability leader, and current Financial Independence influencer on YouTube — and discusses Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 2022 NewRetirement Inc.

The 68th NewRetirement podcast. This time, Steve Chen is joined once again by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses Doc G's new book, Taking Stock. This is Jordan Grumet's second round on our podcast and he’s also been gracious enough to invite us onto his What’s Up Next podcast.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 2022 NewRetirement Inc.

The 67th NewRetirement podcast. This time, Steve Chen is joined by guest Sam Dogen — a  popular OG FIRE blogger and author — and discusses Sam’s new book, Buy This, Not That: How To Spend Your Way To Wealth And Freedom. BTNT aims to help you achieve financial freedom sooner and it helps you tackle some of life's biggest dilemmas in a rational way.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 2022 NewRetirement Inc.

Exploring the concept of 'enough' in financial independence, navigating retirement location decisions based on financial factors, embracing purposeful retirement post-career, and framing wealth in terms of income and tools for financial planning are discussed in this podcast.

The 65th NewRetirement podcast. This time, Steve Chen is joined by guest Jeff Rose — founder of the Good Financial Cents blog, the Wealth Hacker YouTube channel, author of “Soldier of Finance,” and CFP — and discusses why financial control & independence is important and how to plan, save & invest your way there. They also take some listener questions.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2022 NewRetirement Inc.