Best NewRetirement Podcasts (2025)

1
Flipping the Script 53:01

5d ago53:01

53:01

In this episode of Boldin Your Money, Steve Chen sits down with Geoff Schmidt, the creator behind the wildly popular YouTube channel Holy Schmidt. Geoff shares his inspiring journey from Wall Street to YouTube, sparked by a mission to help his father and ultimately millions better understand retirement planning. With over 350 videos and 335K+ subsc…

1
Millionaire Milestones: Building Wealth on Your Terms with Sam Dogen 52:39

20d ago52:39

52:39

In this episode of Boldin Your Money, host Steve Chen welcomes back Sam Dogen, the Financial Samurai, to discuss his journey from Wall Street to financial independence, and his latest book, Millionaire Milestones. Sam shares hard-earned insights from his early career in finance, the emotional and financial toll of market downturns, and how he trans…

1
Five Years Later: White Coat Wisdom with Dr. Jim Dahle 44:56

27d ago44:56

44:56

In this episode, host Steve Chen reconnects with Dr. Jim Dahle, founder of The White Coat Investor, to reflect on life, money, and purpose five years after their first conversation. Jim shares the impact of a serious 2024 climbing accident, how it shaped his perspective on aging, balance, and living with intention. They dive into investing philosop…

1
Making Sense of Social Security 1:04:48

1M ago1:04:48

1:04:48

In this episode of Boldin Your Money, host Steve Chen sits down with financial advisor and YouTube creator Devin Carroll, the mind behind Social Security Intelligence and the book Social Security Basics. Devin shares his journey from tire salesman to financial planner, and how a curiosity about Social Security turned into a mission—and a media plat…

1
Women’s Month Special - Money, Mindfulness & Mastery 51:43

1M ago51:43

51:43

In this episode of Boldin Your Money, host Steve Chen welcomes Leisa Peterson, a financial coach, author of The Mindful Millionaire, and advocate for financial mindfulness. Leisa shares her personal journey from growing up in a financially unstable household to becoming a successful financial expert, entrepreneur, and coach. She discusses the impac…

1
Tariffs, Markets & The Macro Story 51:58

2M ago51:58

51:58

In this episode of Boldin Your Money, host Steve Chen and guest Mike Himmelfarb unpack the newly announced "Liberation Day" tariffs and their sweeping impact on global markets, economic strategy, and personal finance. Recorded just days after a sharp market correction, the discussion blends macroeconomic insight with practical, real-world investing…

1
Boldin Your Wealth: Catching Up to FI 49:02

3M ago49:02

49:02

In this episode of Boldin Your Money, Steve Chen sits down with Jackie Cummings Koski, co-host of Catching Up to FI, to talk about her inspiring journey to financial independence after overcoming poverty, divorce, and single motherhood. Jackie shares practical advice for late starters, those in their 40s, 50s, and beyond who feel behind on saving f…

1
Invest with Impact: Toussaint Bailey 48:26

3M ago48:26

48:26

UpliftingCapital.com LinkedIn Toussaint Bailey (42:49) 2030: How Today's Biggest Trends Will Collide and Reshape the Future of Everything (44:42) Global Impact Investing Network (GIIN)By ToussaintBailey, SteveChen

1
Retirement Ready: Confidence, Planning, and Purpose with Mike Richardson 49:44

4M ago49:44

49:44

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 coa…

1
Mark Goines: Pioneering Fintech and the Future of Money 1:01:32

5M ago1:01:32

1:01:32

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, …

1
Living with Intention: Insights from Christine Benz on Retirement Success 47:20

6M ago47:20

47:20

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 inve…

1
Intentional Retirement Living with Fritz Gilbert 42:02

8M ago42:02

42:02

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-r…

1
Financing the Future: Empowering the Next Generation with Tim Ranzetta 45:26

10M ago45:26

45:26

Next Gen Personal FinanceBy SteveChen, TimRanzetta, NewRetirement, NextGenerationPersonalFinance, NGPF

1
Exploring the Changing World of Alternative Investments with Ryan VanGorder 46:55

10M ago46:55

46:55

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 mark…

1
The role of insurance in financial planning - a conversation with New York Life 44:54

11M ago44:54

44:54

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 ex…

1
Is There Really a Retirement Crisis? Examining Social Security 1:02:01

11M ago1:02:01

1:02:01

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 …

1
Wealth & Wisdom with Robert Brokamp 42:23

1y ago42:23

42:23

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, r…

1
Unlocking the Future: Dr. Jordan Hutchison’s Vision 57:02

1y ago57:02

57:02

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://a…

1
Rising Above the Money Fog with Mikelann Valterra 52:08

1y ago52:08

52:08

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 chal…

1
Scaling Financial Education: A Conversation with Cody Garrett 47:10

1y ago47:10

47:10

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 provid…

1
Financial Wellbeing: A Holistic Approach with Brian Portnoy on Shaping Wealth 54:50

1+ y ago54:50

54:50

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 Po…

1
Aperio - Unveiling Financial Innovations and Ethics 1:11:00

1+ y ago1:11:00

1:11:00

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 i…

1
Gary Danoff on Work, Purpose, Financial Planning, and Literacy Across Generations 48:32

1+ y ago48:32

48:32

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 fin…

1
David Chen: Early Retirement & Key Lessons from a Community Member 1:03:48

2y ago1:03:48

1:03:48

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’…

1
Eric Balchunas: The Bogle Effect 55:18

2y ago55:18

55:18

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 Produ…

1
Burton Malkiel: A Random Walk Down Wall Street, 50 Years Later 1:02:39

2+ y ago1:02:39

1:02:39

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 Produce…

1
Joe Kuhn: Tools to Decide When It Is Safe to Retire 1:08:08

2+ y ago1:08:08

1:08:08

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 Plan…

1
Doc G: DiverseFI and Regret Minimization 39:04

2+ y ago39:04

39:04

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…

1
Financial Samurai: Buy This, Not That 51:37

3y ago51:37

51:37

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. T…

1
Andre Nader: What and How Much is Enough to FIRE 1:10:52

3y ago1:10:52

1:10:52

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.…

1
Jeff Rose: Good Financial Cents 42:46

3y ago42:46

42:46

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 questi…

1
Cullen Roche: Inflation Risks & Investing for Retirement 50:49

3+ y ago50:49

50:49

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 wire…

1
David Blanchett: Guaranteed Income in Retirement 44:07

3+ y ago44:07

44:07

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 Robis…

1
Mike Piper: Social Security and Tax-Efficient Retirement Planning 1:01:38

3+ y ago1:01:38

1:01:38

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/pla…

1
Renee Schaaf: Past, Present, and Future of Enterprise Retirement Plans 36:43

3+ y ago36:43

36:43

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 i…

1
Taylor Schulte: Stay Wealthy 55:45

4y ago55:45

55:45

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/sig…

1
Joe Saul-Sehy: Founder of Stacking Benjamins 42:47

4y ago42:47

42:47

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. © 2021 …

1
Jack Brennan: Insights from the Former CEO of Vanguard 52:03

4y ago52:03

52:03

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 o…

1
Peter Leyden: A Vision of the Future from 2020 to 2050 1:02:56

4y ago1:02:56

1:02:56

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 Pr…

1
Art Chang: Running for Mayor of NYC 55:22

4y ago55:22

55:22

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. © 2021 NewRetirement Inc.…

1
Roger Whitney: Agile Retirement Management 56:07

4y ago56:07

56:07

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. © 2021 NewRetirement Inc.By Roger Whitney, Davorin Robison, Steve Chen

1
Paula Pant: You can Afford Anything but not Everything 1:05:26

4y ago1:05:26

1:05:26

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 Davori…

1
Brooke Southall: The Past, Present and Future of Wealth Management 59:46

4+ y ago59:46

59:46

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.…

1
Ben Carlson: Everything You Need to Know About Saving For Retirement 50:55

4+ y ago50:55

50:55

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. …

1
Melissa Fredette: Financial Independence via Real Estate 57:08

4+ y ago57:08

57:08

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. © …

1
Dana Anspach: Retirement Income Planning 45:11

4+ y ago45:11

45:11

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.By Steve Chen, Dana Anspach, Davorin Robison

1
Ashley Whillans: The Value of Time 49:43

4+ y ago49:43

49:43

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.By Ashley Whillans, Steve Chen, Davorin Robison

1
JL Collins: The Simple Path to Wealth 1:05:28

4+ y ago1:05:28

1:05:28

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.…

1
Steve Vernon: Don’t Go Broke In Retirement 48:39

4+ y ago48:39

48:39

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 NewRe…

1
Jerry Patterson: Making the most of your 401(k) 49:07

4+ y ago49:07

49:07

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. © 202…

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