The Boldin Your Money Podcast

Fiona Ma & David Teykaerts: What Happens Next for CalSavers?

05 Feb 2026

Contributed by Lukas

In this episode of Boldin Your Money, host Steve Chen sits down with California State Treasurer Fiona Ma and CalSavers Executive Director David Teykae...

The Automatic Millionaire in an Automated World

22 Jan 2026

Contributed by Lukas

David Bach joins Steve Chen to discuss the evolution of The Automatic Millionaire and his newest idea, the IRA Flat Tax, which aims to rethink how Ame...

You Can Afford Anything, but Not Everything” with Paula Pant

18 Dec 2025

Contributed by Lukas

In this episode of Boldin Your Money, Steve Chen catches up with Paula Pant, founder of Afford Anything to explore how her work and thinking have evol...

Money Confidence for Real Life with Katy Song

30 Oct 2025

Contributed by Lukas

In this episode of Boldin Your Money, host Steve Chen sits down with Katy Song, a Certified Financial Planner based in Mill Valley, to explore how mod...

Real Retirement Stories: Leslie and Thomas Martin

23 Oct 2025

Contributed by Lukas

Leslie and Thomas Martin share how years of consistent saving and do-it-yourself planning helped them confidently retire early and enjoy life on their...

Caring for Parents, Planning for the Future with Beth Pinsker

09 Oct 2025

Contributed by Lukas

Beth Pinsker CFP®, MarketWatch columnist, and author of My Mother’s Money explains how caring for her mom exposed the gap between “knowing” and...

Real Retirement Stories: Andrea Solarz

09 Oct 2025

Contributed by Lukas

In this episode of Boldin Your Money, host Steve Chen talks with Andrea Solarz, a Boldin community member from Arlington, Virginia, about her lifelong...

Introducing Real Retirement Stories

18 Sep 2025

Contributed by Lukas

In the 100th episode of Boldin Your Money, host Steve Chen chats with community member Mark Eakle about his real-life money journey. Mark shares how h...

What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud

21 Aug 2025

Contributed by Lukas

In this episode of Boldin Your Money, Steve Chen talks with Jillian Johnsrud, author of Retire Often, about how taking intentional career breaks, what...

Retired, Not Done: How Scott Garrett Took Control of His Financial Future

24 Jul 2025

Contributed by Lukas

In this episode of Boldin Your Money, Steve Chen chats with Scott Garrett, a retired software engineer and active member of the Boldin community. Scot...

Money, Marriage, & Raising Financially Fit Kids

10 Jul 2025

Contributed by Lukas

In this episode of Boldin Your Money, Steve Chen talks with Andy Hill, creator of Marriage, Kids and Money, about Andy’s journey from having a negat...

How Not To Invest - Avoiding Big Money Mistakes with Barry Ritholtz

29 May 2025

Contributed by Lukas

In this episode of Boldin Your Money, Steve Chen talks with Barry Ritholtz about his journey from law to leading a $6B wealth management firm. They di...

Flipping the Script

22 May 2025

Contributed by Lukas

In this episode of Boldin Your Money, Steve Chen sits down with Geoff Schmidt, the creator behind the wildly popular YouTube channel Holy Schmidt. Geo...

Millionaire Milestones: Building Wealth on Your Terms with Sam Dogen

08 May 2025

Contributed by Lukas

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 finan...

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

01 May 2025

Contributed by Lukas

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 ...

Making Sense of Social Security

17 Apr 2025

Contributed by Lukas

In this episode of Boldin Your Money, host Steve Chen sits down with financial advisor and YouTube creator Devin Carroll, the mind behind Social Secur...

Women’s Month Special - Money, Mindfulness & Mastery

17 Apr 2025

Contributed by Lukas

In this episode of Boldin Your Money, host Steve Chen welcomes Leisa Peterson, a financial coach, author of The Mindful Millionaire, and advocate for ...

Tariffs, Markets & The Macro Story

09 Apr 2025

Contributed by Lukas

In this episode of Boldin Your Money, host Steve Chen and guest Mike Himmelfarb unpack the newly announced "Liberation Day" tariffs and their sweeping...

Boldin Your Wealth: Catching Up to FI

13 Mar 2025

Contributed by Lukas

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 journ...

Invest with Impact: Toussaint Bailey

27 Feb 2025

Contributed by Lukas

UpliftingCapital.com LinkedIn Toussaint Bailey(42:49) 2030: How Today's Biggest Trends Will Collide and Reshape the Future of Everything(44:42) Globa...

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

31 Jan 2025

Contributed by Lukas

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...

Mark Goines: Pioneering Fintech and the Future of Money

19 Dec 2024

Contributed by Lukas

In this episode of Boldin Your Money, Steve Chen connects with FinTech pioneer Mark Goines, the force behind TurboTax, Quicken, and Personal Capital. ...

Living with Intention: Insights from Christine Benz on Retirement Success

05 Dec 2024

Contributed by Lukas

Steve Chen welcomes Christine Benz, Director of Personal Finance at Morningstar, to discuss her book How to Retire: 20 Lessons for a Happy, Successful...

Intentional Retirement Living with Fritz Gilbert

19 Sep 2024

Contributed by Lukas

In this episode of the Boldin (formerly NewRetirement) podcast, Steve Chen interviews Fritz Gilbert, a former corporate executive and author of Keys t...

Financing the Future: Empowering the Next Generation with Tim Ranzetta

08 Aug 2024

Contributed by Lukas

Next Gen Personal Finance

Exploring the Changing World of Alternative Investments with Ryan VanGorder

19 Jul 2024

Contributed by Lukas

In this podcast episode, Steve Chen interviews Ryan Van Gorder from Opto Investments, discussing the rise and role of alternative investments. Ryan sh...

The role of insurance in financial planning - a conversation with New York Life

11 Jul 2024

Contributed by Lukas

In this podcast episode from NewRetirement, Todd Taylor, the newly appointed head of Life Insurance Solutions at New York Life, shares his career jour...

Is There Really a Retirement Crisis? Examining Social Security

20 Jun 2024

Contributed by Lukas

In this podcast episode, Andrew Biggs, an expert in retirement economics, discusses the perceived retirement crisis in America, challenging the notion...

Wealth & Wisdom with Robert Brokamp

10 May 2024

Contributed by Lukas

In this episode of the NewRetirement Podcast, Steve Chen interviews Robert Brokamp, a certified financial planner and key figure at the Motley Fool. T...

Unlocking the Future: Dr. Jordan Hutchison’s Vision

19 Apr 2024

Contributed by Lukas

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 ...

Rising Above the Money Fog with Mikelann Valterra

29 Mar 2024

Contributed by Lukas

In this episode of the NewRetirement Podcast, host Steve Chen and guest Mikelann Valterra, a master money coach, explore the concept of "money fog" an...

Scaling Financial Education: A Conversation with Cody Garrett

06 Mar 2024

Contributed by Lukas

In this episode of the NewRetirement Podcast, Steve Chen interviews Cody Garrett, a dedicated advice-only financial planner and educator. Cody shares ...

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

23 Jan 2024

Contributed by Lukas

Shaping WealthThe Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy: https://amzn.to/48snjJL (Amazon)How I Invest Money: F...

Aperio - Unveiling Financial Innovations and Ethics

04 Jan 2024

Contributed by Lukas

Aperio GroupTransparent Investing by Patrick GeddesTransparent Investing, the Electronic Version of the BookGo to https://dl.bookfunnel.com/o1knw45b7t...

Gary Danoff on Work, Purpose, Financial Planning, and Literacy Across Generations

12 Dec 2023

Contributed by Lukas

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 en...

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

24 Aug 2023

Contributed by Lukas

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 Da...

Eric Balchunas: The Bogle Effect

13 Apr 2023

Contributed by Lukas

The 71st NewRetirement podcast. This time, Steve Chen is joined by guest Eric Balchunas — Bloomberg Senior ETF Analyst & Funds Product Specialist...

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

12 Jan 2023

Contributed by Lukas

The 70th NewRetirement podcast. This time, Steve Chen is joined by guest Burton Malkiel — a legendary American economist and author of A Random W...

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

27 Oct 2022

Contributed by Lukas

The 69th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Kuhn — former world-class plant manager and reliability leader, and ...

Doc G: DiverseFI and Regret Minimization

30 Sep 2022

Contributed by Lukas

The 68th NewRetirement podcast. This time, Steve Chen is joined once again by guest Doc G — a financially independent part-time physician and cur...

Financial Samurai: Buy This, Not That

26 Jul 2022

Contributed by Lukas

The 67th NewRetirement podcast. This time, Steve Chen is joined by guest Sam Dogen — a  popular OG FIRE blogger and author — and discusses Sam...

Andre Nader: What and How Much is Enough to FIRE

07 Jul 2022

Contributed by Lukas

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...

Jeff Rose: Good Financial Cents

20 Apr 2022

Contributed by Lukas

The 65th NewRetirement podcast. This time, Steve Chen is joined by guest Jeff Rose — founder of the Good Financial Cents blog, the Wealth Hacker ...

Cullen Roche: Inflation Risks & Investing for Retirement

24 Feb 2022

Contributed by Lukas

The 64th NewRetirement podcast. This time, Steve Chen is joined by guest Cullen Roche — Founder and Chief Investment Officer at Orcam Financial G...

David Blanchett: Guaranteed Income in Retirement

10 Dec 2021

Contributed by Lukas

The 63rd NewRetirement podcast. This time, Steve Chen is joined by guest David Blanchett — Managing Director and Head of Retirement Research for ...

Mike Piper: Social Security and Tax-Efficient Retirement Planning

30 Sep 2021

Contributed by Lukas

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...

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

08 Sep 2021

Contributed by Lukas

The 61st NewRetirement podcast. This time, Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Princ...

Taylor Schulte: Stay Wealthy

01 Jul 2021

Contributed by Lukas

The 60th NewRetirement podcast. This time, Steve Chen is joined by guest Taylor Schulte — the founder of Define Financial and the Stay Wealthy Re...

Joe Saul-Sehy: Founder of Stacking Benjamins

17 Jun 2021

Contributed by Lukas

The 59th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and commun...

Jack Brennan: Insights from the Former CEO of Vanguard

21 May 2021

Contributed by Lukas

The 58th NewRetirement podcast. This time, Steve Chen is joined by guest Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Gr...

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

23 Apr 2021

Contributed by Lukas

The 57th NewRetirement podcast. This time, Steve Chen is joined by guest Peter Leyden — an author, entrepreneur, and public speaker — and discu...

Art Chang: Running for Mayor of NYC

30 Mar 2021

Contributed by Lukas

The 56th NewRetirement podcast. This time, Steve Chen is joined by guest Art Chang — an entrepreneur, public servant, and candidate for New York Cit...

Roger Whitney: Agile Retirement Management

25 Mar 2021

Contributed by Lukas

The 55th NewRetirement podcast. This time, Steve Chen is joined by guest Roger Whitney — author, financial advisor, podcaster, and founder of the...

Paula Pant: You can Afford Anything but not Everything

19 Mar 2021

Contributed by Lukas

The 54th NewRetirement podcast. This time, Steve Chen is joined by guest Paula Pant — Founder of Afford Anything, a personal finance site, and ho...

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

11 Feb 2021

Contributed by Lukas

The 53rd NewRetirement podcast. This time, Steve Chen is joined by guest Brooke Southall — Founder and Principal Reporter of RIABiz.com — and d...

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

29 Jan 2021

Contributed by Lukas

The 52nd NewRetirement podcast. This time, Steve Chen is joined by returning guest Ben Carlson — Director of Institutional Asset Management at Ri...

Melissa Fredette: Financial Independence via Real Estate

14 Jan 2021

Contributed by Lukas

The 51st NewRetirement podcast. This time, Steve Chen is joined by guest Melissa Fredette — former President of Postgraduate Programs at Hult Inte...

Dana Anspach: Retirement Income Planning

17 Dec 2020

Contributed by Lukas

The 50th NewRetirement podcast. This time, Steve Chen is joined by guest Dana Anspach — certified financial planner, author, and the founder of Sens...

Ashley Whillans: The Value of Time

19 Nov 2020

Contributed by Lukas

The 49th NewRetirement podcast. This time, Steve Chen is joined by guest Ashley Whillans — assistant professor at Harvard Business School and aut...

JL Collins: The Simple Path to Wealth

15 Oct 2020

Contributed by Lukas

The 48th NewRetirement podcast. This time, Steve Chen is joined by guest JL Collins — a best-selling author and financial independence guru — an...

Steve Vernon: Don’t Go Broke In Retirement

24 Sep 2020

Contributed by Lukas

The 47th NewRetirement podcast. This time, Steve Chen is joined by guest Steve Vernon — a writer and research scholar at the Stanford Center of L...

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

03 Sep 2020

Contributed by Lukas

The  NewRetirement podcast. This time, Steve Chen is joined by guest Jerry Patterson — Principal Financial's senior vice president of workplace s...

Alan Donegan: Journey to FI and Starting Companies

20 Aug 2020

Contributed by Lukas

The 45th NewRetirement podcast. This time, Steve Chen is joined by guest Alan Donegan — founder of PopUp Business School and host of the Rebel En...

Morgan Housel: The Psychology of Money

06 Aug 2020

Contributed by Lukas

The 44th NewRetirement podcast. This time, Steve Chen is joined by guest Morgan Housel — a writer, former columnist at The Motley Fool and the Wall ...

Christine Benz: Morningstar & 25 years of personal finance

23 Jul 2020

Contributed by Lukas

The 43rd NewRetirement podcast. This time, Steve Chen is joined by guest Christine Benz — author and Morningstar's director of personal finance  ...

Scott Migliori: A Professional Investor’s Guide to Early Retirement

25 Jun 2020

Contributed by Lukas

The 42nd NewRetirement podcast. This time, Steve Chen is joined by guest Scott Migliori — the former chief investment officer for U.S. Equities for ...

Glen Nakamoto: Building a Retirement Paycheck

28 May 2020

Contributed by Lukas

The 41st NewRetirement podcast. This time, Steve Chen is joined by guest Glen Nakamoto — retired cyber security analyst and financial planning en...

Kevin Hanney: The Past, Present and Future of Pensions

14 May 2020

Contributed by Lukas

The fortieth NewRetirement podcast. This time, Steve Chen is joined by guest Kevin Hanney — the senior director of pension investments at United ...

Are Mini-Retirements Worth It?

30 Apr 2020

Contributed by Lukas

The thirty-ninth NewRetirement podcast. This time, Steve Chen is joined by guest Jillian Johnsrud — who is a speaker, writer, and teacher — and...

COVID-19 Special Episode: Effect on Commercial Real Estate

09 Apr 2020

Contributed by Lukas

The  NewRetirement podcast. This time, Steve Chen is joined by guests Chris Tokarski, COVID-19 survivor and managing director at ACORE Capital, and K...

Doc G: Financial Independence's Impact on Health

31 Mar 2020

Contributed by Lukas

The thirty-seventh NewRetirement podcast. This time, Steve Chen is joined by guest Doc G — a financially independent part-time physician and curre...

David Stein: Money For the Rest of Us

26 Feb 2020

Contributed by Lukas

The thirty-sixth NewRetirement podcast. This time, Steve Chen is joined by guest David Stein — former institutional money manager and current worl...

Larry Swedroe: Strategic Wealth

23 Jan 2020

Contributed by Lukas

The thirty-fifth NewRetirement podcast. This time, Steve Chen is joined by guest Larry Swedroe —director of research for Buckingham Strategic Wealt...

Scott Rieckens: Playing with FIRE

30 Dec 2019

Contributed by Lukas

The thirty-fourth NewRetirement podcast. This time, Steve Chen is joined by guest Scott Rieckens — two-time Emmy-nominated filmmaker and F.I.R.E. ...

Rob Berger: Retire Before Mom and Dad

21 Nov 2019

Contributed by Lukas

The thirty-third NewRetirement podcast. This time, Steve Chen is joined by guest Rob Berger — author of Retire Before Mom and Dad: The Simple Numb...

FIRE Reunion: Insights for Year 1 of Early Retirement

20 Oct 2019

Contributed by Lukas

The thirty-second NewRetirement podcast. This time, Steve Chen is joined by former guests Karsten Jeske, Chris Mamula, and Fritz Gilbert  — F.I.R...

Joe Casey: Retirement Wisdom

03 Oct 2019

Contributed by Lukas

The thirty-first NewRetirement podcast. This time, Steve Chen is joined by guest Joe Casey —founder of Retirement Wisdom — and discusses shaping...

Doug Nordman: Military Retirement Benefits

24 Aug 2019

Contributed by Lukas

The thirtieth NewRetirement podcast. This time, Steve Chen is joined by guest Doug Nordman — author and founder of The Military Guide — and discus...

Brian Bollinger: Generating Passive Income

06 Aug 2019

Contributed by Lukas

The twenty-ninth NewRetirement podcast. This time, Steve Chen is joined by guest Brian Bollinger — founder of Simply Safe Dividends — and discusse...

Cameron Huddleston: Mom and Dad, We Need to Talk.

09 Jul 2019

Contributed by Lukas

The twenty-eighth NewRetirement podcast. This time, Steve Chen is joined by guest Cameron Huddleston — author of Mom and Dad, We Need to Talk — an...

Jim McCarthy: Live each Day

10 Jun 2019

Contributed by Lukas

The twenty-seventh NewRetirement podcast. This time, Steve Chen is joined by guest Jim McCarthy — TEDx speaker and author of Live each Day — and d...

Todd Tresidder: The FinancialMentor

20 May 2019

Contributed by Lukas

The twenty-sixth NewRetirement podcast. This time, Steve Chen is joined by guest Todd Tresidder — founder of financialmentor.com — and discusses w...

Mark Miller: Social Security and Medicare

25 Apr 2019

Contributed by Lukas

The twenty-fifth NewRetirement podcast. This time, Steve Chen is joined by guest Mark Miller — editor and founder of Retirement Revised — and disc...

Jonathan Mendonsa: Past, Present, & Future of Financial Independence

06 Mar 2019

Contributed by Lukas

The twenty-fourth NewRetirement podcast. This time, Steve Chen is joined by guest Jonathan Mendonsa— former pharmacist turned podcasting rockstar an...

Michela Abrams: Planning For the Unexpected

07 Feb 2019

Contributed by Lukas

The twenty-third NewRetirement podcast. This time, Steve Chen is joined by guest Michela Abrams — former CEO of Dwell magazine — and discusses dea...

Artificial Intelligence, Automation, and the Future of Work

21 Jan 2019

Contributed by Lukas

The twenty-second NewRetirement podcast. This time, Steve Chen is joined by guests Ken Goldberg and Eric Brewer — a robotics professor at UC Berekel...

Jim Dahle: The White Coat Investor

06 Jan 2019

Contributed by Lukas

The twenty-first NewRetirement podcast, which marks a full year of our existence! This time, Steve Chen is joined by guest Dr. Jim Dahle — the White...

Rick Ferri: The Core 4

10 Dec 2018

Contributed by Lukas

The twentieth NewRetirement podcast. This time, Steve Chen is joined by guest Rick Ferri — CFA, author, and founder of Core 4 — and discusses Ferr...

Jesse Mecham: You Need A Budget

29 Nov 2018

Contributed by Lukas

The nineteenth NewRetirement podcast. This time, Steve Chen is joined by guest Jesse Mecham — founder and CEO of You Need A Budget — and discusses...

Annie Duke: Thinking In Bets

08 Nov 2018

Contributed by Lukas

The eighteenth NewRetirement podcast. This time, Steve Chen is joined by guest Annie Duke — World Series of Poker bracelet winner — and discusses ...

Nate Lawrie: Entrepreneurship, Post-NFL

18 Oct 2018

Contributed by Lukas

The seventeenth NewRetirement podcast. This time, Steve Chen is joined by guest Nate Lawrie — former NFL tight end, founder and CEO of Brazyn Life —...

Michael Batnick: Big Mistakes

01 Oct 2018

Contributed by Lukas

The sixteenth NewRetirement podcast. This time, Steve Chen is joined by guest Michael Batnick — Director of Research at Ritholtz Wealth Management a...

Side Gigs and Millennial Money Tips with Kyle Taylor

06 Sep 2018

Contributed by Lukas

The fifteenth NewRetirement podcast. This time, Steve Chen is joined by guest Kyle Taylor — founder & CEO of The Penny Hoarder — and discusses...

Jim O'Shaughnessy: Emotions Need Not Apply In Investing

22 Aug 2018

Contributed by Lukas

The fourteenth NewRetirement podcast. This time, Steve Chen is joined by guest James O'Shaughnessy — the founder, Chairman, and Chief Investment Off...

Retirement Early Is On The Fritz (Gilbert)

02 Aug 2018

Contributed by Lukas

The thirteenth NewRetirement podcast. This time, Steve Chen is joined by guest Fritz Gilbert — founder of The Retirement Manifesto — and discusses...

An Ex-DEA Agent On Lifestyle Design

18 Jul 2018

Contributed by Lukas

The twelfth NewRetirement podcast. This time, Steve Chen is joined by guest Bruce Goldberg — who's served 28 years for the DEA and retired at age 52...

Nobel Prize Winner Robert Merton on Fixing Retirement

29 Jun 2018

Contributed by Lukas

The eleventh NewRetirement podcast. This time, Steve Chen is joined by guest professor Bob Merton — Nobel laureate and professor at MIT — and disc...

Avoiding Big Social Security Claiming Mistakes

07 Jun 2018

Contributed by Lukas

The tenth NewRetirement podcast. This time, Steve Chen is joined by guest Mary Beth — author of Maximizing Social Security Retirement Benefits — a...

Ben Carlson: Share the Wealth (of Common Sense)

16 May 2018

Contributed by Lukas

The ninth NewRetirement podcast. This time, Steve Chen is joined by guest Ben Carlson — the author of A Wealth of Common Sense (both the book and th...

Retirement Early: Pitfalls to Avoid

09 May 2018

Contributed by Lukas

The eighth NewRetirement podcast. This time, Steve Chen is joined by guest Chris Mamula — a FIRE person and writer for both Can I Retire Yet? and Ea...