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...

In this episode of the NewRetirement Podcast, Tim Ranzetta, founder of Next Generation Personal Finance (NGPF), to discuss the importance of financial education for high school students. NGPF aims to equip students with essential financial literacy skills by providing free curriculum and training for teachers, advocating for legislative changes, and supporting the integration of financial education in schools. Tim shares the recent success in California, which became the 26th state to require...

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...

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...

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.

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...

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