63 episodes

Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.

The NewRetirement Podcast Steve Chen & Davorin Robison

    • Business
    • 4.4 • 125 Ratings

Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.

    David Blanchett: Guaranteed Income in Retirement

    David Blanchett: Guaranteed Income in Retirement

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

    • 44 min
    Mike Piper: Social Security and Tax-Efficient Retirement Planning

    Mike Piper: Social Security and Tax-Efficient Retirement Planning

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

    • 1 hr 1 min
    Renee Schaaf: Past, Present, and Future of Enterprise Retirement Plans

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

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

    • 36 min
    Taylor Schulte: Stay Wealthy

    Taylor Schulte: Stay Wealthy

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

    • 55 min
    Joe Saul-Sehy: Founder of Stacking Benjamins

    Joe Saul-Sehy: Founder of Stacking Benjamins

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

    • 42 min
    Jack Brennan: Insights from the Former CEO of Vanguard

    Jack Brennan: Insights from the Former CEO of Vanguard

    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

    • 52 min

Customer Reviews

4.4 out of 5
125 Ratings

125 Ratings

HDA2929 ,

Takes too long to start

Nice podcast, but it takes way too long to start. Host talks about guest, then guest talks about guest. I’m subscribing because I trust the podcast to invite knowledgeable guests, and honestly I do not need 10 minutes of their bio. Eventually the guest starts to speak about the topic of the day and the podcast becomes stimulating. My suggestion, less intro.

BillD25 ,

Excellent Retirement Planning Info

This is an excellent retirement planning podcast, whether you’re a do-it-yourselfer or if you’re working with an advisor. Steve Chen is FANTASTIC. He doesn’t have a polished delivery, but he’s the CEO/founder of NewRetirement. He’s very intelligent and well-informed and asks great questions. He doesn’t overly promote the NewRetirement tool (which is very good for DIY’ers). Definitely worth a listen and hopefully you’ll follow.

STGBubbaChris ,

A Well Rounded Resource

I first discovered NewRetirement via their Facebook Group, then started using their web-based tools, and now I’m catching up on their podcasts. This was the perfect time for me to start hearing what Stephen and team are sharing, and he’s doing an excellent job of having his guests bring their expertise to this audience.

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