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The NewRetirement Podcast

Latest episodes

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Oct 1, 2018 • 48min

Michael Batnick: Big Mistakes

The sixteenth NewRetirement podcast. This time, Steve Chen is joined by guest Michael Batnick — Director of Research at Ritholtz Wealth Management and author of Big Mistakes — and discusses why investing is hard even for a world-class expert. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.
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Sep 6, 2018 • 49min

Side Gigs and Millennial Money Tips with Kyle Taylor

The fifteenth NewRetirement podcast. This time, Steve Chen is joined by guest Kyle Taylor — founder & CEO of The Penny Hoarder — and discusses side gigs and millennial money tips. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.
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Aug 22, 2018 • 1h 7min

Jim O'Shaughnessy: Emotions Need Not Apply In Investing

The fourteenth NewRetirement podcast. This time, Steve Chen is joined by guest James O'Shaughnessy — the founder, Chairman, and Chief Investment Officer of O'Shaughnessy Asset Management (OSAM) — and discusses the detrimental role emotions play in failed investment strategies. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.
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Aug 2, 2018 • 56min

Retirement Early Is On The Fritz (Gilbert)

The thirteenth NewRetirement podcast. This time, Steve Chen is joined by guest Fritz Gilbert — founder of The Retirement Manifesto — and discusses a "Fat FIRE" approach to retirement. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.
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Jul 18, 2018 • 1h 13min

An Ex-DEA Agent On Lifestyle Design

The twelfth NewRetirement podcast. This time, Steve Chen is joined by guest Bruce Goldberg — who's served 28 years for the DEA and retired at age 52 — and discusses lifestyle design post-career. They address concerns about finding meaning, the importance of schedule, and, of course, what it was like to be a DEA agent. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.
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Jun 29, 2018 • 1h 27min

Nobel Prize Winner Robert Merton on Fixing Retirement

The eleventh NewRetirement podcast. This time, Steve Chen is joined by guest professor Bob Merton — Nobel laureate and professor at MIT — and discusses Professor Merton's thoughts on what's wrong with retirement today. They address how the focus of the entire retirement industry is askew, how target day funds are allegedly detrimental to an investment portfolio, Professor Merton's half-century with FinTech, and much more. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.
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Jun 7, 2018 • 47min

Avoiding Big Social Security Claiming Mistakes

The tenth NewRetirement podcast. This time, Steve Chen is joined by guest Mary Beth — author of Maximizing Social Security Retirement Benefits — and discusses the Social Security program. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.
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May 16, 2018 • 50min

Ben Carlson: Share the Wealth (of Common Sense)

The ninth NewRetirement podcast. This time, Steve Chen is joined by guest Ben Carlson — the author of A Wealth of Common Sense (both the book and the blog) — and discusses Carlson's perspective on investing, his work writing and managing money, and the present and future of wealth management. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.
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May 9, 2018 • 45min

Retirement Early: Pitfalls to Avoid

The eighth NewRetirement podcast. This time, Steve Chen is joined by guest Chris Mamula — a FIRE person and writer for both Can I Retire Yet? and Eat the Financial Elephant — and discusses his journey as a "normal" guy becoming financially independent at 41 years old. They address mistakes and pitfalls, the difference between a traditional "lean FIRE" and an increasingly popular "fat FIRE", balancing a love for outdoors and early retirement, and more. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.
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May 3, 2018 • 54min

Financial Advice: You Get What You DON'T Pay For

The seventh NewRetirement podcast. This time, Steve Chen is joined by guest Allan Roth — a by-the-hour financial advisor with over 25 years of experience in the field, who also runs Wealth Logic — and discusses why and how most investors can do much better by keeping it simple and managing expenses. They address phony awards, how "you get what you don't pay for", the Stock Market Game, and more. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

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