
The NewRetirement Podcast
At Boldin, formerly NewRetirement, our mission is to empower everyone to plan and manage their retirement, enabling them to make the most of their money and time. Our podcast explores topics like money, purpose, meaning, lifestyle, and health, featuring insightful interviews designed to help you maximize your life. To dive deeper, we offer “the best” free retirement planning tool and a wealth of valuable resources on these topics, all available at Boldin.com.
Latest episodes

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.

Nov 19, 2020 • 50min
Ashley Whillans: The Value of Time
The 49th NewRetirement podcast. This time, Steve Chen is joined by guest Ashley Whillans — assistant professor at Harvard Business School and author of Time Smart — and discusses how to think about and value your scarcest resource, your time.Produced by Davorin Robison.© 2020 NewRetirement Inc.

Oct 15, 2020 • 1h 5min
JL Collins: The Simple Path to Wealth
The 48th NewRetirement podcast. This time, Steve Chen is joined by guest JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how of Financial Independence as well as Collins' book, “The Simple Path to Wealth”Produced by Davorin Robison.© 2020 NewRetirement Inc.

Sep 24, 2020 • 49min
Steve Vernon: Don’t Go Broke In Retirement
The 47th NewRetirement podcast. This time, Steve Chen is joined by guest Steve Vernon — a writer and research scholar at the Stanford Center of Longevity — and discusses the Spend Safely in Retirement Strategy that Vernon came up with and, secondly, his new book, Don't Go Broke in Retirement.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.

Sep 3, 2020 • 49min
Jerry Patterson: Making the most of your 401(k)
The NewRetirement podcast. This time, Steve Chen is joined by guest Jerry Patterson — Principal Financial's senior vice president of workplace savings and retirement solutions — and discusses how to make the most of your 401(k), workforce savings trends, financial independence and retirement income.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.

Aug 20, 2020 • 51min
Alan Donegan: Journey to FI and Starting Companies
The 45th NewRetirement podcast. This time, Steve Chen is joined by guest Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and discusses Donegan's own journey to financial independence and the people that he's met along the way. They also go in-depth on how to start a business. Spoiler: you don't need debt to do so.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.

Aug 6, 2020 • 56min
Morgan Housel: The Psychology of Money
The 44th NewRetirement podcast. This time, Steve Chen is joined by guest Morgan Housel — a writer, former columnist at The Motley Fool and the Wall Street Journal, and a partner at the Collaborative Fund — and discusses Housel's new book, The Psychology of Money, timeless lessons on wealth, greed, and happiness, and his perspective on 2020. Housel is a returning guest, having been on the fourth podcast a few years ago, so having him on number 44 seems quite fitting. I hope you enjoy that little coincidence. It sure made my day.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.

Jul 23, 2020 • 52min
Christine Benz: Morningstar & 25 years of personal finance
The 43rd NewRetirement podcast. This time, Steve Chen is joined by guest Christine Benz — author and Morningstar's director of personal finance — and discusses the big financial and life lessons Benz has picked up over her 25-year career at Morningstar. They also talk about Benz's works, 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and also Morningstar's Guide to Mutual Funds: Five-Star Strategies for Success.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
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