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The NewRetirement Podcast

Latest episodes

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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.
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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.
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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.
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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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Jun 25, 2020 • 1h 11min

Scott Migliori: A Professional Investor’s Guide to Early Retirement

The 42nd NewRetirement podcast. This time, Steve Chen is joined by guest Scott Migliori — the former chief investment officer for U.S. Equities for Allianz Global Investors — and discusses Scott's decision to retire early, the investment landscape, and how he manages his money.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
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May 28, 2020 • 54min

Glen Nakamoto: Building a Retirement Paycheck

The 41st NewRetirement podcast. This time, Steve Chen is joined by guest Glen Nakamoto — retired cyber security analyst and financial planning enthusiast — and discusses how to build lifetime income with a retirement income floor.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
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May 14, 2020 • 1h 2min

Kevin Hanney: The Past, Present and Future of Pensions

The fortieth NewRetirement podcast. This time, Steve Chen is joined by guest Kevin Hanney — the senior director of pension investments at United Technologies where he helps oversee about a hundred billion dollars in retirement plan assets — and discusses pensions, inflation, and the necessity to do away with dogmatism during the coronavirus pandemic.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
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Apr 30, 2020 • 59min

Are Mini-Retirements Worth It?

The thirty-ninth NewRetirement podcast. This time, Steve Chen is joined by guest Jillian Johnsrud — who is a speaker, writer, and teacher — and discusses mini retirements, passive income, lifestyle design, FIRE, and her life in Montana.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
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Apr 9, 2020 • 1h 14min

COVID-19 Special Episode: Effect on Commercial Real Estate

The  NewRetirement podcast. This time, Steve Chen is joined by guests Chris Tokarski, COVID-19 survivor and managing director at ACORE Capital, and Kurt Altvater, SVP at CBRE. They address COVID-19's impact on commercial real estate and offer the perspective of a lender in the on-going pandemic.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
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Mar 31, 2020 • 54min

Doc G: Financial Independence's Impact on Health

The thirty-seventh NewRetirement podcast. This time, Steve Chen is joined by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses financial independence from a health point of view.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.

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