The Boldin Your Money Podcast

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,

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

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

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

Flipping the Script

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 inspir

Millionaire Milestones: Building Wealth on Your Terms with Sam Dogen

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 financial independence, a

Making Sense of Social Security

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

Living with Intention: Insights from Christine Benz on Retirement Success

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 Retire

Is There Really a Retirement Crisis? Examining Social Security

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

Rising Above the Money Fog with Mikelann Valterra

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 fina

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

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 R

Andre Nader: What and How Much is Enough to FIRE

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

Cullen Roche: Inflation Risks & Investing for Retirement

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

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

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. Giv

Art Chang: Running for Mayor of NYC

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 discusse

Are Mini-Retirements Worth It?

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

COVID-19 Special Episode: Effect on Commercial Real Estate

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