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 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.
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.
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.
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.
Apr 20, 2018 • 45min
PhD on FIRE: Safe Draw Down Rates
The sixth NewRetirement podcast. This time, Steve Chen is joined by guest Karsten Jeske — a PhD-educated, CFA charter-holding, ex-Federal Reserve worker F.I.R.E. person (Financial Independence/Retire Early) — and discusses Jeske's journey to FIRE. They address corporate culture, the 40% rule and its issues, safe withdrawal rates, and much more.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Apr 4, 2018 • 56min
5 Hurdles Between You & Your Retirement
The fifth NewRetirement podcast. This time, Steve Chen is joined by guest Bill Bernstein — a retired neurologist and best-selling author who has written six books around the themes of investing, asset allocation, history, and trade, including The Four Pillars of Investing, The Investor's Manifesto, and If You Can — and discusses the 5 hurdles between you and a financially secure retirement. They address each of the five hurdles, the ultimate reason people fail at investing properly, the role of financial advisors (or quite possibly, the lack thereof), social security, invaluable informational resources, the ideal investment portfolio, and much more.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
