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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.
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Unlocking the Future: Dr. Jordan Hutchison’s Vision
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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…
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Rising Above the Money Fog with Mikelann Valterra
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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…
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Scaling Financial Education: A Conversation with Cody Garrett
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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…
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Financial Wellbeing: A Holistic Approach with Brian Portnoy on Shaping Wealth
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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…
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Aperio - Unveiling Financial Innovations and Ethics
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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…
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Gary Danoff on Work, Purpose, Financial Planning, and Literacy Across Generations
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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…
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David Chen: Early Retirement & Key Lessons from a Community Member
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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’…
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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…
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Burton Malkiel: A Random Walk Down Wall Street, 50 Years Later
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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…
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Joe Kuhn: Tools to Decide When It Is Safe to Retire
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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…
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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…
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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…
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Andre Nader: What and How Much is Enough to FIRE
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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.…
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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…
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Cullen Roche: Inflation Risks & Investing for Retirement
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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…
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David Blanchett: Guaranteed Income in Retirement
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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…
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Mike Piper: Social Security and Tax-Efficient Retirement Planning
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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…
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Renee Schaaf: Past, Present, and Future of Enterprise Retirement Plans
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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…
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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…
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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 …
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Jack Brennan: Insights from the Former CEO of Vanguard
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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…
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Peter Leyden: A Vision of the Future from 2020 to 2050
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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…
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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.…
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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.Davorin Robison, Roger Whitney, Steve Chen による
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Paula Pant: You can Afford Anything but not Everything
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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…
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Brooke Southall: The Past, Present and Future of Wealth Management
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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.…
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Ben Carlson: Everything You Need to Know About Saving For Retirement
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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. …
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Melissa Fredette: Financial Independence via Real Estate
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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. © …
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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.Dana Anspach, Steve Chen, Davorin Robison による
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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.Steve Chen, Ashley Whillans, Davorin Robison による
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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.…
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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…
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Jerry Patterson: Making the most of your 401(k)
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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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Alan Donegan: Journey to FI and Starting Companies
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The 45th NewRetirement podcast. This time, Steve Chen is joined by guest Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and discusses Donegan's own journey to financial independence and the people that he's met along the way. They also go in-depth on how to start a business. Spoiler: you don't nee…
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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 Street Journal, and a partner at the Collaborative Fund — and discusses Housel's new book, The Psychology of Money, timeless lessons on wealth, greed, and happiness, and his perspective on 2020. Housel …
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Christine Benz: Morningstar & 25 years of personal finance
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The 43rd NewRetirement podcast. This time, Steve Chen is joined by guest Christine Benz — author and Morningstar's director of personal finance — and discusses the big financial and life lessons Benz has picked up over her 25-year career at Morningstar. They also talk about Benz's works, 30-Minute Money Solutions: A Step-by-Step Guide to Managing Y…
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Scott Migliori: A Professional Investor’s Guide to Early Retirement
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The 42nd NewRetirement podcast. This time, Steve Chen is joined by guest Scott Migliori — the former chief investment officer for U.S. Equities for Allianz Global Investors — and discusses Scott's decision to retire early, the investment landscape, and how he manages his money. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.…
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Glen Nakamoto: Building a Retirement Paycheck
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The 41st NewRetirement podcast. This time, Steve Chen is joined by guest Glen Nakamoto — retired cyber security analyst and financial planning enthusiast — and discusses how to build lifetime income with a retirement income floor. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.Davorin Robison, Glen Nakamoto, Steve Chen による
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Kevin Hanney: The Past, Present and Future of Pensions
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The fortieth NewRetirement podcast. This time, Steve Chen is joined by guest Kevin Hanney — the senior director of pension investments at United Technologies where he helps oversee about a hundred billion dollars in retirement plan assets — and discusses pensions, inflation, and the necessity to do away with dogmatism during the coronavirus pandemi…
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The thirty-ninth NewRetirement podcast. This time, Steve Chen is joined by guest Jillian Johnsrud — who is a speaker, writer, and teacher — and discusses mini retirements, passive income, lifestyle design, FIRE, and her life in Montana. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.…
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COVID-19 Special Episode: Effect on Commercial Real Estate
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The NewRetirement podcast. This time, Steve Chen is joined by guests Chris Tokarski, COVID-19 survivor and managing director at ACORE Capital, and Kurt Altvater, SVP at CBRE. They address COVID-19's impact on commercial real estate and offer the perspective of a lender in the on-going pandemic. Recording, editing done by Davorin Robison. © 2020 New…
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Doc G: Financial Independence's Impact on Health
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The thirty-seventh NewRetirement podcast. This time, Steve Chen is joined by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses financial independence from a health point of view. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.…
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The thirty-sixth NewRetirement podcast. This time, Steve Chen is joined by guest David Stein — former institutional money manager and current world-class podcaster with 12 million downloads — and discusses safe draw-down rates, annuities, and the F.I.R.E movement. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.…
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The thirty-fifth NewRetirement podcast. This time, Steve Chen is joined by guest Larry Swedroe —director of research for Buckingham Strategic Wealth — and discusses his new book and what he's learned helping people plan for their future over his 20 plus year career in financial services and wealth management. Recording, editing done by Davorin Robi…
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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. enthusiast — and discusses Scott's new documentary: Playing with FIRE. Recording, editing done by Davorin Robison. © 2019 NewRetirement Inc.Steve Chen による
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The thirty-third NewRetirement podcast. This time, Steve Chen is joined by guest Rob Berger — author of Retire Before Mom and Dad: The Simple Numbers Behind a Lifetime of Financial Freedom — and discusses key aspects of retirement finance, especially fee ratios and financial literacy. Recording, editing done by Davorin Robison. © 2019 NewRetirement…
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FIRE Reunion: Insights for Year 1 of Early Retirement
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The thirty-second NewRetirement podcast. This time, Steve Chen is joined by former guests Karsten Jeske, Chris Mamula, and Fritz Gilbert — F.I.R.E. experts — and discusses insights and epiphanies for the first year after retiring early. This is the first time The NewRetirement Podcast has had a reunion episode, and as such, listeners are advised to…
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The thirty-first NewRetirement podcast. This time, Steve Chen is joined by guest Joe Casey —founder of Retirement Wisdom — and discusses shaping your life after retirement, and what reflection needs to be put in to be successful. Recording, editing done by Davorin Robison. © 2019 NewRetirement Inc.Steve Chen による
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Doug Nordman: Military Retirement Benefits
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The thirtieth NewRetirement podcast. This time, Steve Chen is joined by guest Doug Nordman — author and founder of The Military Guide — and discusses what life is like being financially independent and how Doug got there by being smart on military retirement benefits. Recording, editing done by Davorin Robison. © 2019 NewRetirement Inc.…
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Brian Bollinger: Generating Passive Income
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The twenty-ninth NewRetirement podcast. This time, Steve Chen is joined by guest Brian Bollinger — founder of Simply Safe Dividends — and discusses dividend investing and generating passive income. Recording, editing done by Davorin Robison. © 2019 NewRetirement Inc.Steve Chen による
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