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
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.
Mar 30, 2021 • 55min
Art Chang: Running for Mayor of NYC
The 56th NewRetirement podcast. This time, Steve Chen is joined by guest Art Chang — an entrepreneur, public servant, and candidate for New York City Mayor — and discusses why Art is running for Mayor and how anyone can bring positive change to their local communities.Produced by Davorin Robison.© 2021 NewRetirement Inc.
Mar 25, 2021 • 56min
Roger Whitney: Agile Retirement Management
The 55th NewRetirement podcast. This time, Steve Chen is joined by guest Roger Whitney — author, financial advisor, podcaster, and founder of the Rock Retirement Club — and discusses Agile Retirement Management and how to truly Rock Retirement!Produced by Davorin Robison.© 2021 NewRetirement Inc.
Mar 19, 2021 • 1h 5min
Paula Pant: You can Afford Anything but not Everything
The 54th NewRetirement podcast. This time, Steve Chen is joined by guest Paula Pant — Founder of Afford Anything, a personal finance site, and host of the Afford Anything Podcast with 15 million downloads — and discusses Paula's core beliefs that you can “Afford Anything but not Everything” and that every decision has a tradeoff.Produced by Davorin Robison.© 2021 NewRetirement Inc.
Feb 11, 2021 • 60min
Brooke Southall: The Past, Present and Future of Wealth Management
The 53rd NewRetirement podcast. This time, Steve Chen is joined by guest Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past present and future of wealth management.This episode was recorded in-studio with proper PPE equipped and ventilation.Produced by Davorin Robison.© 2021 NewRetirement Inc.
Jan 29, 2021 • 51min
Ben Carlson: Everything You Need to Know About Saving For Retirement
The 52nd NewRetirement podcast. This time, Steve Chen is joined by returning guest Ben Carlson — Director of Institutional Asset Management at Ritholtz Wealth Management — and discusses whether we’re in a bubble, how to invest in a bubble, and Carlson's new book, Everything You Need To Know About Saving For Retirement.Produced by Davorin Robison.© 2021 NewRetirement Inc.
Jan 14, 2021 • 57min
Melissa Fredette: Financial Independence via Real Estate
The 51st NewRetirement podcast. This time, Steve Chen is joined by guest Melissa Fredette — former President of Postgraduate Programs at Hult International Business School — and discusses what she learned during her journey to FI and as she transitions into retirement before 50 using a portfolio of rental properties.Produced by Davorin Robison.© 2021 NewRetirement Inc.
Dec 17, 2020 • 45min
Dana Anspach: Retirement Income Planning
The 50th NewRetirement podcast. This time, Steve Chen is joined by guest Dana Anspach — certified financial planner, author, and the founder of Sensible Money — and discusses her practice and retirement income planning.Produced by Davorin Robison.© 2020 NewRetirement Inc.
