The Boldin Your Money Podcast
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.
Latest episodes
Jul 7, 2022 • 1h 11min
Andre Nader: What and How Much is Enough to FIRE
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.
Apr 20, 2022 • 43min
Jeff Rose: Good Financial Cents
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.
Feb 24, 2022 • 51min
Cullen Roche: Inflation Risks & Investing for Retirement
The 64th NewRetirement podcast. This time, Steve Chen is joined by guest Cullen Roche — Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds — and discusses inflation risk & investing for retirement and takes some listener questions. They address Cullen's work at Merrill Lynch and how he got disillusioned with the wirehouse business model and then started his own firm.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2022 NewRetirement Inc.
Dec 10, 2021 • 44min
David Blanchett: Guaranteed Income in Retirement
The 63rd NewRetirement podcast. This time, Steve Chen is joined by guest David Blanchett — Managing Director and Head of Retirement Research for PGIM DC Solutions — and discusses retirement income and goes over some listener questions.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRetirement Inc.
Sep 30, 2021 • 1h 2min
Mike Piper: Social Security and Tax-Efficient Retirement Planning
The 62nd NewRetirement podcast. This time, Steve Chen is joined by guest Mike Piper — CPA, author, and creator of the Open Social Security and the Oblivious Investor websites — and discusses Social Security planning, Roth conversions, and retirement account distributions.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRetirement Inc.
Sep 8, 2021 • 37min
Renee Schaaf: Past, Present, and Future of Enterprise Retirement Plans
The 61st NewRetirement podcast. This time, Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group. Given that our users have about 70% of their investable assets in qualified savings accounts (e.g. 401(k)s and IRAs), representing tens of billions of dollars in savings, we thought it would be interesting to talk with an expert about how company retirement plans are evolving over time.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRetirement Inc.
Jul 1, 2021 • 56min
Taylor Schulte: Stay Wealthy
The 60th NewRetirement podcast. This time, Steve Chen is joined by guest Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — and discusses tax and legacy planning as well as what are and how to use Donor Advised Funds (DAFs).Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRetirement Inc.
Jun 17, 2021 • 43min
Joe Saul-Sehy: Founder of Stacking Benjamins
The 59th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and community — and discusses Joe's story, what he’s building, and his new book, Stacked.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRetirement Inc.
May 21, 2021 • 52min
Jack Brennan: Insights from the Former CEO of Vanguard
The 58th NewRetirement podcast. This time, Steve Chen is joined by guest Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group, where he was CEO from 1996 to 2008 — and discusses what it was like growing Vanguard, key lessons during Jack's tenure, and his new book, More Straight Talk on Investing: Lessons for a Lifetime.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRetirement Inc.
Apr 23, 2021 • 1h 3min
Peter Leyden: A Vision of the Future from 2020 to 2050
The 57th NewRetirement podcast. This time, Steve Chen is joined by guest Peter Leyden — an author, entrepreneur, and public speaker — and discusses what the next 30 years might bring us and how that could impact our lives and the lives of future generations.Try out the NewRetirement Planner for free:https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRetirement Inc.
