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...

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...

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...