The Boldin Your Money Podcast

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**The Boldin Your Money Podcast**

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.

Latest Episodes:

Aperio - Unveiling Financial Innovations and Ethics Jan 04, 2024

Show notes

Aperio Group

Transparent Investing by Patrick Geddes

Transparent Investing, the Electronic Version of the Book

Go to https://dl.bookfunnel.com/o1knw45b7t
Click “Get my book”
Enter your email address and click the box “I understand that I’m signing up for Patrick Geddes’s email newsletter, and I’m free to unsubscribe at any time.”
Go to your email inbox and open the email from BookFunnel
Click on the link in the email
Click “GET MY BOOK” and select the type of device on which you want to read the book. To read in a browser, click first on “Start reading in your browser.”

Transparent Investing, the Online Course

Go to https://patrickgeddes.co/product/transparent-investing-the-course/
Click on Buy Now
In the “Apply coupon” field, enter FREECOURSE
Click on the “Apply coupon” button
If the total cost net of coupon shows as $0.00, then proceed to step 6. If the total amount still shows $19.95, you need to enter the coupon again, exactly as spelled out in step 3, making sure to use all capital letters. Do not enter a credit card number if you want to avoid getting charged. Proceed only if the Total shows $0.00.
Click “Proceed to checkout”
Enter your name and contact information. A functional email address is required to get access to the course.
Click “Place order”

At the very beginning of the course, participants have the option of getting a free electronic version of the book.

Gary Danoff on Work, Purpose, Financial Planning, and Literacy Across Generations Dec 12, 2023

Show notes

In Episode 73 of the New Retirement Podcast, host Steve Chen welcomes Gary Danoff, Global Alliances Leader at Google and an Executive Coach, for an enlightening conversation on work, purpose, and financial literacy across generations. Gary shares his unique journey to new retirement, inspired by his son Jake, and delves into the significance of financial literacy, the impact of AI on society, and the importance of nurturing well-being in younger generations. The episode also explores Gary's approach to coaching and personal development, his insights on the evolving aspirations of younger workers, and the role of technology in shaping careers and personal growth. With a focus on emotional intelligence and human connection, this episode offers valuable perspectives on the intersection of technology, work culture, and personal fulfillment in today's rapidly changing world.

David Chen: Early Retirement & Key Lessons from a Community Member Aug 24, 2023

Show notes

Steve Chen is joined by guest David Chen — brother of a good friend of Steve's from high school and a member of our community — and discusses David’s story, some of the biggest lessons and insights from his journey around investing, and his plan for generating income for life. Plus what he learned about estate planning through dealing with his dad’s passing.