The NewRetirement Podcast

Steve Chen
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The NewRetirement Podcast

At Boldin, formerly NewRetirement, our mission is to empower everyone to plan and manage their retirement, enabling them to make the most of their money and time. Our podcast explores topics like money, purpose, meaning, lifestyle, and health, featuring insightful interviews designed to help you maximize your life. To dive deeper, we offer “the best” free retirement planning tool and a wealth of valuable resources on these topics, all available at Boldin.com.

  1. 13. MÄRZ

    Boldin Your Wealth: Catching Up to FI

    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 for retirement. They cover the importance of mindset, overcoming the fear of investing, and how to build wealth even if you’re starting late. Whether you’re looking for guidance, motivation, or just the reassurance that it’s not too late, this episode has something for you.

    49 Min.

  2. 27. FEB.

    Invest with Impact: Toussaint Bailey

    In this episode, Steve Chen talks with Toussaint Bailey, CEO of Uplifting Capital, about aligning wealth with impact. Toussaint shares his journey from law to wealth management, where he built innovative financial structures, and ultimately to impact investing, proving that doing good and earning strong returns aren’t mutually exclusive. They dive into the future of values-driven investing, the wealth transfer to women and younger generations, and how financial advisors can integrate impact into portfolios.

    48 Min.

  3. 31. JAN.

    Retirement Ready: Confidence, Planning, and Purpose with Mike Richardson

    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.

    50 Min.

  4. 19.12.2024

    Mark Goines: Pioneering Fintech and the Future of Money

    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.

    1 Std. 2 Min.

  5. 05.12.2024

    Living with Intention: Insights from Christine Benz on Retirement Success

    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.

    47 Min.

  6. 19.09.2024

    Intentional Retirement Living with Fritz Gilbert

    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.

    42 Min.

  7. 08.08.2024

    Financing the Future: Empowering the Next Generation with Tim Ranzetta

    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 a semester of personal finance education for high schoolers. The conversation covers the challenges of implementing such programs, the need for early financial education, and the role of critical thinking in understanding financial products. They also discuss how teachers and parents can be involved in the process and the importance of storytelling and real-life applications in teaching finance. Tim highlights the growth of NGPF, which has trained thousands of teachers and reached millions of students, and expresses the organization's goal of making financial literacy education accessible to all students by 2030.

    45 Min.

  8. 19.07.2024

    Exploring the Changing World of Alternative Investments with Ryan VanGorder

    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.

    47 Min.
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    Info

    At Boldin, formerly NewRetirement, our mission is to empower everyone to plan and manage their retirement, enabling them to make the most of their money and time. Our podcast explores topics like money, purpose, meaning, lifestyle, and health, featuring insightful interviews designed to help you maximize your life. To dive deeper, we offer “the best” free retirement planning tool and a wealth of valuable resources on these topics, all available at Boldin.com.

    Informationen

    • Erstellt von
      Steve Chen
    • Jahre aktiv
      2018 - 2025
    • Folgen
      89
    • Bewertung
      Unbedenklich
    • Copyright
      © 2017–2025 NewRetirement, Inc. d/b/a Boldin, Inc. All Rights Reserved.
    • Sendungswebsite
      The NewRetirement Podcast

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