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
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.
Mar 16, 2018 • 55min
Where is the world going?
The Fourth NewRetirement podcast. This time, Steve Chen is joined by guest Morgan Housel — 34-year-old award-winning writer and venture capitalist with the Collaborative Fund, and former writer for the Wall Street Journal and the Motley Fool — and discusses where the world is going.
You can find Morgan Housel's work at www.collaborativefund.com/blog/
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Feb 8, 2018 • 49min
Money, Behavior & Happiness
The Third NewRetirement podcast. This time, Steve Chen is joined by guest Jonathan Clements — 33-year personal finance journalist and writer for the Wall Street Journal, Citibank and his own blog, the Humble Dollar — and discusses money and behavior, and how it informs and affects happiness.
You can find Jonathan Clement's work at www.humbledollar.com.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Jan 24, 2018 • 17min
Work and Jobs Over 50
The Second NewRetirement podcast. This time, Steve Chen is joined by guests Kerry Hannon — author of "Great Jobs for Everyone 50+" and AARP jobs expert — and Philippe Violette — entrepreneur, 'productivity hacker' with experience running his business remotely from the Dominican Republic and Buenos Aires — and discusses work and jobs over 50.
You can find Kerry Hannon's work at kerryhannon.com.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
Jan 7, 2018 • 36min
Financial Independence, Purpose & Happiness
The first NewRetirement podcast. This time, Steve Chen is joined by guest J.D. Roth — founder of Get Rich Slowly — and discusses financial independence, purpose, and happiness.
You can find J.D. Roth's work at www.getrichslowly.org.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.
