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
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.
Dec 30, 2019 • 58min
Scott Rieckens: Playing with FIRE
The thirty-fourth NewRetirement podcast. This time, Steve Chen is joined by guest Scott Rieckens — two-time Emmy-nominated filmmaker and F.I.R.E. enthusiast — and discusses Scott's new documentary: Playing with FIRE.Recording, editing done by Davorin Robison.© 2019 NewRetirement Inc.
Nov 21, 2019 • 52min
Rob Berger: Retire Before Mom and Dad
The thirty-third NewRetirement podcast. This time, Steve Chen is joined by guest Rob Berger — author of Retire Before Mom and Dad: The Simple Numbers Behind a Lifetime of Financial Freedom — and discusses key aspects of retirement finance, especially fee ratios and financial literacy.Recording, editing done by Davorin Robison.© 2019 NewRetirement Inc.
Oct 20, 2019 • 46min
FIRE Reunion: Insights for Year 1 of Early Retirement
Karsten Jeske is an early retirement expert and blogger at earlyretirementnow.com, while Chris Mamula transformed from a physical therapist to a FIRE expert and authored "Choose FI." Fritz Gilbert shares insights from his blog, theretirementmanifesto.com. Together, they dive into their first year of retirement, discussing personal journeys, the emotional complexities of leaving work, and the joys of travel. They highlight the importance of financial planning and the balance between security and fulfillment, while also addressing challenges like healthcare costs.
Oct 3, 2019 • 23min
Joe Casey: Retirement Wisdom
The thirty-first NewRetirement podcast. This time, Steve Chen is joined by guest Joe Casey —founder of Retirement Wisdom — and discusses shaping your life after retirement, and what reflection needs to be put in to be successful.Recording, editing done by Davorin Robison.© 2019 NewRetirement Inc.
Aug 24, 2019 • 1h 6min
Doug Nordman: Military Retirement Benefits
The thirtieth NewRetirement podcast. This time, Steve Chen is joined by guest Doug Nordman — author and founder of The Military Guide — and discusses what life is like being financially independent and how Doug got there by being smart on military retirement benefits.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
