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, 2019 • 1h 18min
Brian Bollinger: Generating Passive Income
The twenty-ninth NewRetirement podcast. This time, Steve Chen is joined by guest Brian Bollinger — founder of Simply Safe Dividends — and discusses dividend investing and generating passive income.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
Jul 9, 2019 • 1h 3min
Cameron Huddleston: Mom and Dad, We Need to Talk.
The twenty-eighth NewRetirement podcast. This time, Steve Chen is joined by guest Cameron Huddleston — author of Mom and Dad, We Need to Talk — and discusses the issues (and intrafamily politics) of assisting loved ones in their retirement finances, and possible solutions thereof.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
Jun 10, 2019 • 1h 10min
Jim McCarthy: Live each Day
The twenty-seventh NewRetirement podcast. This time, Steve Chen is joined by guest Jim McCarthy — TEDx speaker and author of Live each Day — and discusses McCarthy's insights into simpler, happier living after being diagnosed with cancer in 2013.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
May 20, 2019 • 1h 18min
Todd Tresidder: The FinancialMentor
The twenty-sixth NewRetirement podcast. This time, Steve Chen is joined by guest Todd Tresidder — founder of financialmentor.com — and discusses what leverage is and how to use it, some fundamental concepts of investing, and Tresidder's own approach to financial coaching.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
Apr 25, 2019 • 57min
Mark Miller: Social Security and Medicare
The twenty-fifth NewRetirement podcast. This time, Steve Chen is joined by guest Mark Miller — editor and founder of Retirement Revised — and discusses some of the key considerations people approaching retirement need to think about, mostly related to social security, Medicare, and how these programs may change in the future.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
Mar 6, 2019 • 1h 24min
Jonathan Mendonsa: Past, Present, & Future of Financial Independence
The twenty-fourth NewRetirement podcast. This time, Steve Chen is joined by guest Jonathan Mendonsa— former pharmacist turned podcasting rockstar and founder of ChooseFI.com — and discusses the past, present, and future of the FIRE Movement.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
Feb 7, 2019 • 1h 7min
Michela Abrams: Planning For the Unexpected
The twenty-third NewRetirement podcast. This time, Steve Chen is joined by guest Michela Abrams — former CEO of Dwell magazine — and discusses dealing with sudden life changes, planning for the unexpected, design, and reinvention.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
Jan 21, 2019 • 1h 31min
Artificial Intelligence, Automation, and the Future of Work
The twenty-second NewRetirement podcast. This time, Steve Chen is joined by guests Ken Goldberg and Eric Brewer — a robotics professor at UC Berekely and a VP at Google, respectively — and discusses artificial intelligence, automation, and the future of work. A live episode.
Recording, editing done by Davorin Robison.
© 2019 NewRetirement Inc.
Jan 6, 2019 • 44min
Jim Dahle: The White Coat Investor
The twenty-first NewRetirement podcast, which marks a full year of our existence! This time, Steve Chen is joined by guest Dr. Jim Dahle — the White Coat Investor — and discusses personal retirement issues such as safe withdrawal rates and how to 'catch up' if one spends too much in retirement.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Dec 10, 2018 • 1h 10min
Rick Ferri: The Core 4
The twentieth NewRetirement podcast. This time, Steve Chen is joined by guest Rick Ferri — CFA, author, and founder of Core 4 — and discusses Ferri's perspective on investing after being in the industry for three decades. They address the difference between investing strategy and investing philosophy, advisors as legal fiduciaries, and the Bogleheads.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
