The NewRetirement Podcast

129

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.

Recent Episodes
  • Making Sense of Social Security
    Apr 17, 2025 – 01:04:48
  • Women’s Month Special - Money, Mindfulness & Mastery
    Apr 17, 2025 – 00:51:43
  • Tariffs, Markets & The Macro Story
    Apr 9, 2025 – 00:51:58
  • Boldin Your Wealth: Catching Up to FI
    Mar 13, 2025 – 00:49:02
  • Invest with Impact: Toussaint Bailey
    Feb 27, 2025 – 00:48:26
  • Retirement Ready: Confidence, Planning, and Purpose with Mike Richardson
    Jan 31, 2025 – 00:49:44
  • Mark Goines: Pioneering Fintech and the Future of Money
    Dec 19, 2024 – 01:01:32
  • Living with Intention: Insights from Christine Benz on Retirement Success
    Dec 5, 2024 – 00:47:20
  • Intentional Retirement Living with Fritz Gilbert
    Sep 19, 2024 – 00:42:02
  • Financing the Future: Empowering the Next Generation with Tim Ranzetta
    Aug 8, 2024 – 00:45:26
  • Exploring the Changing World of Alternative Investments with Ryan VanGorder
    Jul 19, 2024 – 00:46:55
  • The role of insurance in financial planning - a conversation with New York Life
    Jul 11, 2024 – 00:44:54
  • Is There Really a Retirement Crisis? Examining Social Security
    Jun 20, 2024 – 01:02:01
  • Wealth & Wisdom with Robert Brokamp
    May 10, 2024 – 00:42:23
  • Unlocking the Future: Dr. Jordan Hutchison’s Vision
    Apr 19, 2024 – 00:57:02
  • Rising Above the Money Fog with Mikelann Valterra
    Mar 29, 2024 – 00:52:08
  • Scaling Financial Education: A Conversation with Cody Garrett
    Mar 6, 2024 – 00:47:10
  • Financial Wellbeing: A Holistic Approach with Brian Portnoy on Shaping Wealth
    Jan 23, 2024 – 00:54:50
  • Aperio - Unveiling Financial Innovations and Ethics
    Jan 4, 2024 – 01:11:00
  • Gary Danoff on Work, Purpose, Financial Planning, and Literacy Across Generations
    Dec 12, 2023 – 00:48:32
  • David Chen: Early Retirement & Key Lessons from a Community Member
    Aug 24, 2023 – 01:03:48
  • Eric Balchunas: The Bogle Effect
    Apr 13, 2023 – 00:55:18
  • Burton Malkiel: A Random Walk Down Wall Street, 50 Years Later
    Jan 12, 2023 – 01:02:39
  • Joe Kuhn: Tools to Decide When It Is Safe to Retire
    Oct 27, 2022 – 01:08:08
  • Doc G: DiverseFI and Regret Minimization
    Sep 30, 2022 – 00:39:04
  • Financial Samurai: Buy This, Not That
    Jul 26, 2022 – 00:51:37
  • Andre Nader: What and How Much is Enough to FIRE
    Jul 7, 2022 – 01:10:52
  • Jeff Rose: Good Financial Cents
    Apr 20, 2022 – 00:42:46
  • Cullen Roche: Inflation Risks & Investing for Retirement
    Feb 24, 2022 – 00:50:49
  • David Blanchett: Guaranteed Income in Retirement
    Dec 10, 2021 – 00:44:07
  • Mike Piper: Social Security and Tax-Efficient Retirement Planning
    Sep 30, 2021 – 01:01:38
  • Renee Schaaf: Past, Present, and Future of Enterprise Retirement Plans
    Sep 8, 2021 – 00:36:43
  • Taylor Schulte: Stay Wealthy
    Jul 1, 2021 – 00:55:45
  • Joe Saul-Sehy: Founder of Stacking Benjamins
    Jun 17, 2021 – 00:42:47
  • Jack Brennan: Insights from the Former CEO of Vanguard
    May 21, 2021 – 00:52:03
  • Peter Leyden: A Vision of the Future from 2020 to 2050
    Apr 23, 2021 – 01:02:56
  • Art Chang: Running for Mayor of NYC
    Mar 30, 2021 – 00:55:22
  • Roger Whitney: Agile Retirement Management
    Mar 25, 2021 – 00:56:07
  • Paula Pant: You can Afford Anything but not Everything
    Mar 19, 2021 – 01:05:26
  • Brooke Southall: The Past, Present and Future of Wealth Management
    Feb 11, 2021 – 00:59:46
  • Ben Carlson: Everything You Need to Know About Saving For Retirement
    Jan 29, 2021 – 00:50:55
  • Melissa Fredette: Financial Independence via Real Estate
    Jan 14, 2021 – 00:57:08
  • Dana Anspach: Retirement Income Planning
    Dec 17, 2020 – 00:45:11
  • Ashley Whillans: The Value of Time
    Nov 19, 2020 – 00:49:43
  • JL Collins: The Simple Path to Wealth
    Oct 15, 2020 – 01:05:28
  • Steve Vernon: Don’t Go Broke In Retirement
    Sep 24, 2020 – 00:48:39
  • Jerry Patterson: Making the most of your 401(k)
    Sep 3, 2020 – 00:49:07
  • Alan Donegan: Journey to FI and Starting Companies
    Aug 20, 2020 – 00:51:21
  • Morgan Housel: The Psychology of Money
    Aug 6, 2020 – 00:55:54
  • Christine Benz: Morningstar & 25 years of personal finance
    Jul 23, 2020 – 00:52:02
Recent Reviews
  • JAF737FO
    Alternative ways to lose money.
    While an interesting subject, I wouldn’t expect it on a NewTetirement podcast. Maybe on the Meb Faber show or David Steins “Money For the Rest of Us”. Remember when SPACs were all the rage. How about funds of funds? Let’s all buy a farm REIT. Hey Steve, how about we stick to relevant topics like taxes, QCD‘s, QLACS estate planning, generational, wealth, transfers, etc.
  • Sparkytpa
    Good interview with Robert Brokamp
    Steve does a nice job in leading us through Robert Brokamp’s history with The Motley Fool and allowing Robert to shared advice and lessons learned allow the way. Steve your podcast continues to improve and I know that is intentional. Great to see!
  • Nopedone
    Anathema
    Thanks for calling out David Chen. He got lucky. Opposite of New Retirement, Bogleheads. Blind arrogance.
  • fishball@
    Good problem to have vs real problem
    I love this podcast and I will definitely follow it . In general I like YouTube video better because I can see faces, but for some reason I feel a bit more connected to his podcast. The gust and the questions seem very genuine. However, I wished there will be a topics that cover real problems not a romantic problem or a good problem to have. many of these guests have seven figure in saving. What about those that just started to save in their 40 or 50. more than 90% of the population don’t have seven figure in savings. what do we do? Does that mean we have to work until we die? I would love to hear some thoughts or does of the intelligent guest have any solutions to offer.
  • Z3000
    Great podcast!
    I’ve learned a LOT from this podcast and been introduced to some really great authors and websites along the way. If you have any interest in finance / retirement topics - you need to listen to this!
  • pffan22
    Nice interview
    Came across the interview with Sam @ Financial Samurai - great dialogue! Thanks for hosting
  • multi's man
    Early riser
    Just finished podcast #65. I listen to many podcasts and this was in the running for the worst one. Very little useful content unless I wanted to hear two grown men use the term “like” sprinkled liberally in their conversation. Host did a poor job of bringing out content from guest. You can do much better than this!!
  • 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.
  • Ima listener
    AWESOME!
    This is a great show and really appreciate Steve and Davorin's insight! Highly recommend the listen!
  • eagle4139
    The Whole Package
    Smart guests, useful actionable advice, interesting dialogue, and a host who is very knowledgeable but doesn’t try to hog the spotlight and knows how to ask a question and get out of the way to let the guest shine.
  • fr0gpil0t
    You know
    Great guests Cut the podcast in half It’s not about you but the person you are interviewing - no need for the long rants about what you think Love it when you say got it and then mumble away about how you are way smarter than the guest - if I was the guest I would have hung up Please stop sayinng you know I don’t
  • obacker19
    Empowering, insightful and actionable! 🙌
    Whether you’re well established on your journey towards your ideal retirement, or just getting started - this is a must-listen podcast for you! Steve does an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of building a thriving life (and retirement) that you can be proud of - with leaders who’ve actually walked the path. Highly recommend listening and subscribing!
  • DJ4265
    Good Guests but needs work
    I recently discovered this podcast and have listened to 4 episodes. They have interesting guests with I’ve enjoyed the topics. My only complaint is that the host is hard to listen to and follow. I wish he could finish a thought and sentence. If I had a dollar for every time I hear “you know”, “kinda” or “like, you know kinda”, I believe I could retire early. A good example is episode 49 when he is interviewing a woman about time management and happiness. She is great and very well spoken. Every time Steve talks it’s cringe worthy. This may seem like harsh criticism but if you’re going to produce a podcast then work on your communication skills.
  • jmebonner
    “Got it”
    I like Steve’s humble approach and well-researched questions to his array of topical interviewees. These are all business (no cheeky jokes or silly schticks) yet also entertaining and educational. I am already a NewRetirement.com user, so I appreciate that there’s no hard push or continued advertising for the base product or outside interests.
  • 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.
  • G-Moneyguy
    Great interview with Christine Benz
    I enjoyed your interview with Christine Benz. Hopefully she checks out your software.
  • Ready or not...for retirement
    Love the podcast focus
    I love how you are bringing retirement financial and lifestyle independence to the masses. You are a skilled facilitator of the discussion. I appreciate that you summarize the main discussion points about halfway through your conversation with your guest. New Retirement is my main source of information on my personal trek to retirement. Please continue what you’re doing to update and enhance the content.
  • D Abd
    Loved it!
    Aloha! Loved Glen’s interview!!! Real life retirement. Like pros too but this is something you can relate to! Kudos!
  • KC Downtown Fan
    Excellent podcast
    Quality information with highly knowledgeable guests and host. Not a sales pitch. Extremely worthwhile for both retirement planning and navigating through retirement.
  • whatreviews
    Great podcast
    Very informative, great guests , will not try to sell you anything, very good information for soon to be retirees and current retirees
  • David 1466
    Smart, smart, smart
    Want a financial podcast that provides deep insights into planning your financial future? Look no further.
  • Phild2400
    This not about retirement at all
    Pass
  • dude who loves podcasts
    Simply. Awesome. Stuff.
    This not just about retirement. Rather, it’s as much about living in the moment while planning for the future. Very interesting topics, guests, and the masterful Dado manning the controls. Great listening in the car, on the bus or train, or in the gym. Listening to this makes me realize how much I really don’t know about $$.
  • MatthewPE
    Great!
    I really enjoy his interview style, calm approach and level headed way of running his podcast. Plus it’s entertaining and I learn something new each time. Keep up the great work Steve!
  • AndiYMYW
    Great interviews
    Jonathan Clements and JD Roth, for a start! Thanks for sharing your conversations with these guests, and thanks especially for posting the transcripts on your website.
  • RubenC85
    Great podcast
    Interesting conversations and looking forward to more episodes!
  • Miche826457
    Great Podcast
    Host Steve has a tremendous amount of insight into retirement trends. He talks about real issues and practical solutions for accumulators, near-retirees and those who have already retired. Can't wait for future episodes.
  • CoachGuy
    Great topics, guest, and content
    Love this new podcast--I'll be a regular listener. Host Steve Chen is a natural at getting the guest going and staying on track (in this case an engaing J.D. Roth, founder of Get Rich Slowly) and keeping it all in context of what Steve's really interested in which is viewing your retirement as an opportunity to really enjoy the second half of life. Steve is clearly a really smart guy who is encyclopedic around retirement planning and can keep it simple and understandable. Love it!
Disclaimer: The podcast and artwork on this page are property of the podcast owner, and not endorsed by UP.audio.