In this New Retirement Podcast episode, host Steve Chen and guest Dr. Jordan Hutchison, Vice President of Technology for RFG Advisory, delve into the evolving landscape of financial planning. They discuss the impact of technology on accessibility, the rise of flat fee planning models, and the importance of understanding client psychology. Jordan also highlights the challenges in educating the next generation of financial planners and shares insights on the role of financial advisors in...

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.

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...

In this NewRetirement Podcast episode, Brian Portnoy, founder of Shaping Wealth, emphasizes holistic well-being within the context of financial planning. He discusses his journey in finance and behavioral finance, especially as outlined in his book "The Geometry of Wealth." The dialogue, hosted by Steve Chen, also explores the integration of AI in financial planning, highlighting its potential to enhance comprehensive, human-centric financial advice. Portnoy advocates for "funded...

Aperio podcast features Paul Solli and Patrick Geddes, co-founders of Aperio, discussing their journey in the financial industry, the evolution of Aperio, and insights on financial literacy, the effectiveness of financial services, and the future of finance. The episode emphasizes the importance of ethical practices, financial education, and the need for better financial solutions for the mass affluent.

In episode 73 of the NewRetirement Podcast, Steve Chen is joined by guest Gary Danoff. Gary is a Global Alliances Leader at Google and an Executive Coach, Advisor, and Podcaster about work, purpose, and financial planning and literacy across generations. They discuss Gary's story dive into the importance of financial literacy, AI, and how it may impact society, especially the wellbeing of younger people.

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

This time, Steve Chen is joined by guest Eric Balchunas — Bloomberg Senior ETF Analyst & Funds Product Specialist

This time, Steve Chen is joined by guest Burton Malkiel — a legendary American economist and author of A Random Walk Down Wall Street

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

This time, Steve Chen is joined once again by guest Doc G — a financially independent part-time physician and current podcaster and author

This time, Steve Chen is joined by guest Sam Dogen — a  popular OG FIRE blogger and author

This time, Steve Chen is joined by guest Andre Nader — Product Growth Manager at Meta and writer at FAANG FIRE on substack

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

This time, Steve Chen is joined by guest Cullen Roche —  Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds

This time, Steve Chen is joined by guest David Blanchett — Managing Director and Head of Retirement Research for PGIM DC Solutions

This time, Steve Chen is joined by guest Mike Piper — CPA, author, and creator of the Open Social Security and the Oblivious Investor websites

This time, Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group

This time, Steve Chen is joined by guest Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement podcast

This time, Steve Chen is joined by guest Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and community

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

This time, Steve Chen is joined by guest Peter Leyden — an author, entrepreneur, and public speaker

This time, Steve Chen is joined by guest Art Chang — an entrepreneur, public servant, and candidate for New York City Mayor

This time, Steve Chen is joined by guest Roger Whitney —  author, financial advisor, podcaster, and founder of the Rock Retirement Club