Episodes
111
Latest episode
Jul 2026
Language
EN
Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter. Each episode features expert interviews and actionable insights on topics like retirement income strategies, Social Security planning, saving for retirement after 50, and creating a fulfilling life after work. Ready to start your journey? Explore the best free retirement planning tool and a library of financial resources at Boldin.com — and take the first step toward financial independence and a well-lived life.
The fifteenth NewRetirement podcast. This time, Steve Chen is joined by guest Kyle Taylor — founder & CEO of The Penny Hoarder — and discusses side gigs and millennial money tips. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.
In this episode, host Steve Chen sits down with Mark Miller — journalist, author, and retirement expert behind RetirementRevised.com — to unpack the biggest changes hitting Social Security and Medicare right now. Mark shares his personal experience claiming both programs, explains why “later is better” for most Social Security claimants, and breaks down the trust fund depletion risk without the fear-mongering. The conversation covers the real-world impact of DOGE-driven SSA staffing cuts, why traditional Medicare beats Medicare Advantage for most people, the landmark $2,000 Part D out-of-pocket cap, and the quiet Medicare Savings Program rollback buried in the “One Big Beautiful Bill.” Mark’s no-nonsense take: understand the rules, claim strategically, and shop your Medicare coverage every single year.
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 challenges faced by women.
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.
The sixteenth NewRetirement podcast. This time, Steve Chen is joined by guest Michael Batnick — Director of Research at Ritholtz Wealth Management and author of Big Mistakes — and discusses why investing is hard even for a world-class expert. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.
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.
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 check out the previous podcasts with each of the guests for a more engaging experience. Recording, editing done by Davorin Robison. © 2019 NewRetirement Inc.
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 it would be interesting to talk with an expert about how company retirement plans are evolving over time. Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison. © 2021 NewRetirement Inc.
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 evolved. Paula shares how earning a graduate degree in economic journalism deepened her approach to personal finance, why her audience is juggling more competing priorities than ever, and how rising uncertainty is shaping financial behavior. She and Steve discuss housing lock-in, geo-arbitrage, and the growing value of human soft skills in an AI-driven world. Paula also breaks down her “Double-I FIRE” framework and explains why real estate, entrepreneurship, and empowered decision-making matter more than ever.
In this episode of Boldin Your Money, Steve Chen sits down with Geoff Schmidt, the creator behind the wildly popular YouTube channel Holy Schmidt. Geoff shares his inspiring journey from Wall Street to YouTube, sparked by a mission to help his father and ultimately millions better understand retirement planning. With over 350 videos and 335K+ subscribers, Geoff offers powerful insights on financial literacy, Social Security, blind spots in retirement, and building wealth with clarity and intention. A must-listen for anyone navigating retirement planning or curious about becoming a trusted voice in personal finance.
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Valerie Hail
Mediaite
PodcastOne
Russ Mathews
