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
Nov 29, 2018 • 52min
Jesse Mecham: You Need A Budget
The nineteenth NewRetirement podcast. This time, Steve Chen is joined by guest Jesse Mecham — founder and CEO of You Need A Budget — and discusses why budgeting can be a life-altering event.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Nov 8, 2018 • 1h 22min
Annie Duke: Thinking In Bets
The eighteenth NewRetirement podcast. This time, Steve Chen is joined by guest Annie Duke — World Series of Poker bracelet winner — and discusses how to do better in the long term through the lens of poker.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Oct 18, 2018 • 1h 4min
Nate Lawrie: Entrepreneurship, Post-NFL
The seventeenth NewRetirement podcast. This time, Steve Chen is joined by guest Nate Lawrie — former NFL tight end, founder and CEO of Brazyn Life — and discusses what Nate learned playing football, and then reinventing himself as an entrepreneur.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
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.
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.
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.
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.
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.
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.
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.
