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    Business

    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.

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    Latest Episodes:
    Paula Pant: You can Afford Anything but not Everything Mar 19, 2021
    Show notes

    The 54th NewRetirement podcast. This time, Steve Chen is joined by guest Paula Pant — Founder of Afford Anything, a personal finance site, and host of the Afford Anything Podcast with 15 million downloads — and discusses Paula's core beliefs that you can “Afford Anything but not Everything” and that every decision has a tradeoff.

    Produced by Davorin Robison.

    © 2021 NewRetirement Inc.

    Brooke Southall: The Past, Present and Future of Wealth Management Feb 11, 2021
    Show notes

    The 53rd NewRetirement podcast. This time, Steve Chen is joined by guest Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past present and future of wealth management.

    This episode was recorded in-studio with proper PPE equipped and ventilation.

    Produced by Davorin Robison.

    © 2021 NewRetirement Inc.

    Ben Carlson: Everything You Need to Know About Saving For Retirement Jan 29, 2021
    Show notes

    The 52nd NewRetirement podcast. This time, Steve Chen is joined by returning guest Ben Carlson — Director of Institutional Asset Management at Ritholtz Wealth Management — and discusses whether we’re in a bubble, how to invest in a bubble, and Carlson's new book, Everything You Need To Know About Saving For Retirement.

    Produced by Davorin Robison.

    © 2021 NewRetirement Inc.

    Melissa Fredette: Financial Independence via Real Estate Jan 14, 2021
    Show notes

    The 51st NewRetirement podcast. This time, Steve Chen is joined by guest Melissa Fredette — former President of Postgraduate Programs at Hult International Business School — and discusses what she learned during her journey to FI and as she transitions into retirement before 50 using a portfolio of rental properties.

    Produced by Davorin Robison.

    © 2021 NewRetirement Inc.

    Dana Anspach: Retirement Income Planning Dec 17, 2020
    Show notes

    The 50th NewRetirement podcast. This time, Steve Chen is joined by guest Dana Anspach — certified financial planner, author, and the founder of Sensible Money — and discusses her practice and retirement income planning.

    Produced by Davorin Robison.

    © 2020 NewRetirement Inc.

    Ashley Whillans: The Value of Time Nov 19, 2020
    Show notes

    The 49th NewRetirement podcast. This time, Steve Chen is joined by guest Ashley Whillans — assistant professor at Harvard Business School and author of Time Smart — and discusses how to think about and value your scarcest resource, your time.

    Produced by Davorin Robison.

    © 2020 NewRetirement Inc.

    JL Collins: The Simple Path to Wealth Oct 15, 2020
    Show notes

    The 48th NewRetirement podcast. This time, Steve Chen is joined by guest JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how of Financial Independence as well as Collins' book, “The Simple Path to Wealth”

    Produced by Davorin Robison.

    © 2020 NewRetirement Inc.

    Steve Vernon: Don’t Go Broke In Retirement Sep 24, 2020
    Show notes

    The 47th NewRetirement podcast. This time, Steve Chen is joined by guest Steve Vernon — a writer and research scholar at the Stanford Center of Longevity — and discusses the Spend Safely in Retirement Strategy that Vernon came up with and, secondly, his new book, Don't Go Broke in Retirement.

    Recording, editing done by Davorin Robison.

    © 2020 NewRetirement Inc.

    Jerry Patterson: Making the most of your 401(k) Sep 03, 2020
    Show notes

    The NewRetirement podcast. This time, Steve Chen is joined by guest Jerry Patterson — Principal Financial's senior vice president of workplace savings and retirement solutions — and discusses how to make the most of your 401(k), workforce savings trends, financial independence and retirement income.

    Recording, editing done by Davorin Robison.

    © 2020 NewRetirement Inc.

    Alan Donegan: Journey to FI and Starting Companies Aug 20, 2020
    Show notes

    The 45th NewRetirement podcast. This time, Steve Chen is joined by guest Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and discusses Donegan's own journey to financial independence and the people that he's met along the way. They also go in-depth on how to start a business. Spoiler: you don't need debt to do so.

    Recording, editing done by Davorin Robison.

    © 2020 NewRetirement Inc.

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