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
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.
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.
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.
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.
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.
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.
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.
Feb 26, 2020 • 1h 1min
David Stein: Money For the Rest of Us
The thirty-sixth NewRetirement podcast. This time, Steve Chen is joined by guest David Stein — former institutional money manager and current world-class podcaster with 12 million downloads — and discusses safe draw-down rates, annuities, and the F.I.R.E movement.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
Jan 23, 2020 • 1h 8min
Larry Swedroe: Strategic Wealth
The thirty-fifth NewRetirement podcast. This time, Steve Chen is joined by guest Larry Swedroe —director of research for Buckingham Strategic Wealth — and discusses his new book and what he's learned helping people plan for their future over his 20 plus year career in financial services and wealth management.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
