The Boldin Your Money Podcast

Are You Taking More Investment Risk Than Your Goals Require? | With Brandon Bouier (Ep. 115)

How much of your financial future depends on the company you work for? Stock-based compensation can help build wealth, but holding too much employer stock can leave your

Retirement Planning's Hidden Tradeoffs | With Jesse Cramer (Ep. 114)

Building a retirement plan means balancing financial security with the life you want to live. Steve Chen sits down with fee-only fiduciary financial planner Jesse Cramer,

The Future of Financial Advice Is Closer Than You Think | With Ed Williams & Michael Byram (Ep. 113)

Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice.

How AI Is Changing Personal Finance | With AI & Data Expert Subbiah Subramanian (Ep. 112)

What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money,

Nir Eyal: Beyond Belief - Why We Don’t Do What We Know We Should

Here's Where to Find Nir: ⬇️  Purchase Beyond Belief: geni.us/beyondbelief  Free belief change guide: www.nirandfar.com/beyond-belief-live  Bonus content and the 30-D

Paul Merriman: Evidence Based Investing

Paul Merriman — nationally recognized authority on index investing and one of the most trusted voices in evidence-based investing — joins Steve Chen to share what nearly

Mark Miller: Social Security & Medicare, What’s Changing and What It Means for You

In this episode, host Steve Chen sits down with Mark Miller — journalist, author, and retirement expert behind RetirementRevised.com — to unpack the biggest changes hitti

Erin Talks Money: Personal Finance for Real People

Erin Moriarity, creator of the Erin Talks Money YouTube channel, joins Steve Chen to share the personal story behind her passion for financial independence — from investi

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

In this episode of Boldin Your Money, host Steve Chen sits down with California State Treasurer Fiona Ma and CalSavers Executive Director David Teykaerts to explore how C

David Bach: The Automatic Millionaire in an Automated World

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 Americans use their ret

Paula Pant: You Can Afford Anything, but Not Everything

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 ho

Katy Song: Money Confidence for Real Life

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 modern families can ach

Real Retirement Stories: Leslie and Thomas Martin

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 own terms. Starting

Caring for Parents, Planning for the Future with Beth Pinsker

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

Real Retirement Stories: Andrea Solarz

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

Introducing Real Retirement Stories

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 he went from relying

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

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

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

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

Money, Marriage, & Raising Financially Fit Kids

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 negative net worth to achie

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

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 discuss Barry’s book H