The NewRetirement Podcast

Invest with Impact: Toussaint Bailey Feb 27, 2025

Retirement Ready: Confidence, Planning, and Purpose with Mike Richardson Jan 31, 2025

In this episode, we sit down with Mike Richardson, former SVP and CTO of Nationwide, who retired at 55 to embrace a fulfilling second act. Mike shares his inspiring journey of building a financial plan, navigating early retirement, and redefining purpose. Learn how he transitioned from leading large tech teams to mentoring others as a financial coach, volunteering, and pursuing personal passions. Whether you're planning your retirement or seeking insights on financial confidence, Mike’s story offers practical advice and inspiration. Tune in for strategies, reflections, and lessons for your own journey toward financial independence.

Mark Goines: Pioneering Fintech and the Future of Money Dec 19, 2024

In this episode of Boldin Your Money, Steve Chen connects with FinTech pioneer Mark Goines, the force behind TurboTax, Quicken, and Personal Capital. Mark reveals the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial services. Packed with insights on building impactful products, driving growth, and embracing change, this episode is a must-listen for anyone navigating money, technology, and the evolving financial world.

Living with Intention: Insights from Christine Benz on Retirement Success Dec 05, 2024

Steve Chen welcomes Christine Benz, Director of Personal Finance at Morningstar, to discuss her book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine shares practical strategies for retirement planning, including tax-efficient decumulation, dynamic spending, and the bucket approach for managing cash flow and investments. They also explore the importance of relationships, purpose, and staying socially engaged in retirement, along with tackling challenges like long-term care and financial fraud. Packed with actionable insights, this episode is a must-listen for anyone planning a secure and fulfilling retirement.

Intentional Retirement Living with Fritz Gilbert Sep 19, 2024

In this episode of the Boldin (formerly NewRetirement) podcast, Steve Chen interviews Fritz Gilbert, a former corporate executive and author of Keys to a Successful Retirement, who has been retired for six years. Fritz discusses his journey to retirement, emphasizing the importance of physical fitness, financial planning, and finding purpose post-retirement. He shares insights on maintaining a healthy lifestyle through activities like trail running and strength training, while managing finances with strategies like the bucket approach and delaying Social Security. Fritz highlights how the transition to retirement requires more than just financial preparation—it also demands planning for purpose and fulfillment. He encourages retirees to focus on what brings them joy, embrace curiosity, and live intentionally, fostering both personal and community connections for a rewarding retirement experience.

Financing the Future: Empowering the Next Generation with Tim Ranzetta Aug 08, 2024

Next Gen Personal Finance

Exploring the Changing World of Alternative Investments with Ryan VanGorder Jul 19, 2024

In this podcast episode, Steve Chen interviews Ryan Van Gorder from Opto Investments, discussing the rise and role of alternative investments. Ryan shares his journey from an accounting background to working in finance and technology, including his time at BlackRock. He explains how Opto Investments helps advisors confidently invest in private markets by providing advisor-aligned, efficient, and top-tier investment opportunities. The conversation covers the increasing accessibility and efficiency of private markets, the importance of diversification, and the evolving nature of liquidity. Ryan highlights Opto’s benefits from being part of the HC ecosystem and stresses the enduring value of human relationships in financial advice, enhanced by technology. The episode concludes with resources for further learning about private markets and a reminder to explore financial planning tools on NewRetirement.com.

The role of insurance in financial planning - a conversation with New York Life Jul 11, 2024

In this podcast episode from NewRetirement, Todd Taylor, the newly appointed head of Life Insurance Solutions at New York Life, shares his career journey from actuary to executive. He discusses his early interest in math and economics, leading to his role at New York Life, where he works on life insurance, annuities, and financial planning. Todd explains the role of actuaries in quantifying risks, particularly in life expectancy, and how actuarial science is evolving with new technologies like fitness trackers and data sharing. He touches on the implications of precise risk predictions on insurance and privacy concerns. The conversation also explores how insurance and annuities are integrated into retirement planning, the behavioral aspects of financial decisions in retirement, and the impact of technology on the insurance industry. Todd’s insights reveal the depth and complexity of financial planning and the critical role of insurance in managing long-term financial risks.

Is There Really a Retirement Crisis? Examining Social Security Jun 20, 2024

In this podcast episode, Andrew Biggs, an expert in retirement economics, discusses the perceived retirement crisis in America, challenging the notion by presenting data on Social Security and private retirement savings. He argues that Americans are generally better prepared for retirement than commonly believed, emphasizing the substantial wealth embodied in Social Security benefits and the improvement in retirement plan structures over time.

Wealth & Wisdom with Robert Brokamp May 10, 2024

In this episode of the NewRetirement Podcast, Steve Chen interviews Robert Brokamp, a certified financial planner and key figure at the Motley Fool. They discuss Robert's journey in the financial sector, the valuable lessons he's learned about financial planning, and the story behind the Motley Fool. They also touch on topics such as the 4% rule, retirement planning, and the importance of purpose in retirement. Robert emphasizes the need to think about what you want to do with the rest of your life and develop your human capital, including your ability to earn a paycheck, intellectual curiosity, and physical health. He also suggests considering opportunities beyond traditional retirement, such as continuing to work in a different capacity or pursuing new interests and skills.

Unlocking the Future: Dr. Jordan Hutchison’s Vision Apr 19, 2024

RFG Advisory

[32:54] The Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy https://amzn.to/3xhWKtk (Amazon)

[38:36] Finding Flow: The Psychology of Engagement with Everyday Life by Mihaly Csikszentmihalyi https://amzn.to/3J35s13 (Amazon)

[44:35] Drive: The Surprising Truth About What Motivates Us by Daniel Pink https://amzn.to/3vAoDwa (Amazon)

[49:35] Rise Of Superman by Steven Kotle https://amzn.to/3J0RX23 (Amazon)

[50:02] Flow: The Psychology of Optimal Experience by Mihaly Csikszentmihalyi https://amzn.to/4agYG3S (Amazon)

[47:07] Gnar Country: Growing Old, Staying Rad by Steven Kotle https://amzn.to/3PKJ9Rz (Amazon)

Rising Above the Money Fog with Mikelann Valterra Mar 29, 2024

In this episode of the NewRetirement Podcast, host Steve Chen and guest Mikelann Valterra, a master money coach, explore the concept of "money fog" and its impact on financial decision-making. They discuss strategies for gaining clarity and control over finances, the importance of understanding money personality types, and the unique financial challenges faced by women.

Scaling Financial Education: A Conversation with Cody Garrett Mar 06, 2024

In this episode of the NewRetirement Podcast, Steve Chen interviews Cody Garrett, a dedicated advice-only financial planner and educator. Cody shares his journey from being a musician to becoming a financial planner and educator. He discusses his passion for empowering DIY investors and his focus on building comprehensive financial plans and providing personalized education. Cody also talks about his three businesses: Measure Twice Money (free education for consumers), Measure Twice Financial (his financial planning firm), and Measure Twice Planners (an educational platform for financial advisors). He emphasizes the importance of clarity and intentionality in financial planning and the need for personalized education and advice. Cody believes that the future of financial planning lies in empowering individuals to create their own financial plans and using technology and AI to provide guidance and ask better questions. He also highlights the role of financial advisors as arrangers and orchestrators rather than conductors. Overall, Cody envisions a future where financial planning is accessible to everyone and individuals have the tools and knowledge to make well-informed decisions about their finances.

Financial Wellbeing: A Holistic Approach with Brian Portnoy on Shaping Wealth Jan 23, 2024

Shaping Wealth

The Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy: https://amzn.to/48snjJL (Amazon)

How I Invest Money: Finance Experts Reveal How They Save, Spend and Invest by Brian Portnoy https://amzn.to/3SncdA9 (Amazon)

The Investor's Paradox: The Power of Simplicity in a World of Overwhelming Choice by Briand Portnoy https://amzn.to/48KiFqY (Amazon)

Aperio - Unveiling Financial Innovations and Ethics Jan 04, 2024

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

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

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.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison & Steve Stewart.

Eric Balchunas: The Bogle Effect Apr 13, 2023

The 71st NewRetirement podcast. This time, Steve Chen is joined by guest Eric Balchunas — Bloomberg Senior ETF Analyst & Funds Product Specialist — and discusses Eric’s book, The Bogle Effect, the Wealth Universe, ETFs, and the future of financial advice.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison & Brian Blaesing.

Burton Malkiel: A Random Walk Down Wall Street, 50 Years Later Jan 12, 2023

The 70th NewRetirement podcast. This time, Steve Chen is joined by guest Burton Malkiel — a legendary American economist and author of A Random Walk Down Wall Street — and discusses Professor Malkiel’s book and some of the biggest lessons from his life.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison & Brian Blaesing.

Joe Kuhn: Tools to Decide When It Is Safe to Retire Oct 27, 2022

The 69th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Kuhn — former world-class plant manager and reliability leader, and current Financial Independence influencer on YouTube — and discusses Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison & Brian Blaesing.

Doc G: DiverseFI and Regret Minimization Sep 30, 2022

The 68th NewRetirement podcast. This time, Steve Chen is joined once again by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses Doc G's new book, Taking Stock. This is Jordan Grumet's second round on our podcast and he’s also been gracious enough to invite us onto his What’s Up Next podcast.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison & Brian Blaesing.

Financial Samurai: Buy This, Not That Jul 26, 2022

The 67th NewRetirement podcast. This time, Steve Chen is joined by guest Sam Dogen — a popular OG FIRE blogger and author — and discusses Sam’s new book, Buy This, Not That: How To Spend Your Way To Wealth And Freedom. BTNT aims to help you achieve financial freedom sooner and it helps you tackle some of life's biggest dilemmas in a rational way.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison & Brian Blaesing.

Andre Nader: What and How Much is Enough to FIRE Jul 07, 2022

The 66th NewRetirement podcast. This time, Steve Chen is joined by guest Andre Nader — Product Growth Manager at Meta and writer at FAANG FIRE on substack — and discusses “What is Enough” and also touches on a cool tool he built to help people explore relocation and remote work.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison & Brian Blaesing.

Jeff Rose: Good Financial Cents Apr 20, 2022

The 65th NewRetirement podcast. This time, Steve Chen is joined by guest Jeff Rose — founder of the Good Financial Cents blog, the Wealth Hacker YouTube channel, author of “Soldier of Finance,” and CFP — and discusses why financial control & independence is important and how to plan, save & invest your way there. They also take some listener questions.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison.

Cullen Roche: Inflation Risks & Investing for Retirement Feb 24, 2022

The 64th NewRetirement podcast. This time, Steve Chen is joined by guest Cullen Roche — Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds — and discusses inflation risk & investing for retirement and takes some listener questions. They address Cullen's work at Merrill Lynch and how he got disillusioned with the wirehouse business model and then started his own firm.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison.

David Blanchett: Guaranteed Income in Retirement Dec 10, 2021

The 63rd NewRetirement podcast. This time, Steve Chen is joined by guest David Blanchett — Managing Director and Head of Retirement Research for PGIM DC Solutions — and discusses retirement income and goes over some listener questions.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison.

Mike Piper: Social Security and Tax-Efficient Retirement Planning Sep 30, 2021

The 62nd NewRetirement podcast. This time, Steve Chen is joined by guest Mike Piper — CPA, author, and creator of the Open Social Security and the Oblivious Investor websites — and discusses Social Security planning, Roth conversions, and retirement account distributions.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison.

Renee Schaaf: Past, Present, and Future of Enterprise Retirement Plans Sep 08, 2021

The 61st NewRetirement podcast. This time, Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group. Given that our users have about 70% of their investable assets in qualified savings accounts (e.g. 401(k)s and IRAs), representing tens of billions of dollars in savings, we thought it would be interesting to talk with an expert about how company retirement plans are evolving over time.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison.

Taylor Schulte: Stay Wealthy Jul 01, 2021

The 60th NewRetirement podcast. This time, Steve Chen is joined by guest Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — and discusses tax and legacy planning as well as what are and how to use Donor Advised Funds (DAFs).

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison.

Joe Saul-Sehy: Founder of Stacking Benjamins Jun 17, 2021

The 59th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and community — and discusses Joe's story, what he’s building, and his new book, Stacked.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison.

Jack Brennan: Insights from the Former CEO of Vanguard May 21, 2021

The 58th NewRetirement podcast. This time, Steve Chen is joined by guest Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group, where he was CEO from 1996 to 2008 — and discusses what it was like growing Vanguard, key lessons during Jack's tenure, and his new book, More Straight Talk on Investing: Lessons for a Lifetime.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison.

Peter Leyden: A Vision of the Future from 2020 to 2050 Apr 23, 2021

The 57th NewRetirement podcast. This time, Steve Chen is joined by guest Peter Leyden — an author, entrepreneur, and public speaker — and discusses what the next 30 years might bring us and how that could impact our lives and the lives of future generations.

Try out the NewRetirement Planner for free:

https://www.newretirement.com/planner/signup

Produced by Davorin Robison.

Art Chang: Running for Mayor of NYC Mar 30, 2021

The 56th NewRetirement podcast. This time, Steve Chen is joined by guest Art Chang — an entrepreneur, public servant, and candidate for New York City Mayor — and discusses why Art is running for Mayor and how anyone can bring positive change to their local communities.

Produced by Davorin Robison.

Roger Whitney: Agile Retirement Management Mar 25, 2021

The 55th NewRetirement podcast. This time, Steve Chen is joined by guest Roger Whitney — author, financial advisor, podcaster, and founder of the Rock Retirement Club — and discusses Agile Retirement Management and how to truly Rock Retirement!

Produced by Davorin Robison.

Paula Pant: You can Afford Anything but not Everything Mar 19, 2021

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.

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

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.

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

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.

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

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.

Dana Anspach: Retirement Income Planning Dec 17, 2020

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.

Ashley Whillans: The Value of Time Nov 19, 2020

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.

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

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.

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

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.