Podcast
Podcast: Jeff Rose — Good Financial Cents
Steve and Jeff discuss why financial control & independence is important and how to plan, save & invest your way there
Articles by Steve Chen
Podcast
Podcast: Cullen Roche — Inflation Risks & Investing for Retirement
Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement
Podcast
Podcast: David Blanchett — Guaranteed Income in Retirement
Steve and David discuss retirement income and go over some listener questions
Earning
Podcast: Mike Piper — Social Security and Tax-Efficient Retirement Planning
Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.
Podcast
Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans
Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group
Podcast
Podcast: Taylor Schulte — Stay Wealthy
Steve and Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — discuss tax and legacy planning, as well as what are and ho…
Podcast
Podcast: Joe Saul-Sehy, founder of Stacking Benjamins
Episode 59 of the Boldin podcast is an interview with Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and community — and discusses Joe’s story, w…
Financial Wellness
Podcast: Jack Brennan — Insights from the Former CEO of Vanguard
Episode 58 of the Boldin podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group
Podcast
Podcast: Peter Leyden — A Vision of the Future from 2020 to 2050
Peter and Steve discuss what the next 30 years might bring us and how that could impact our lives and the lives of future generations.
Podcast
Podcast: Roger Whitney — Agile Retirement Management
Steve and Roger discuss an agile process to truly rock retirement, not just survive it. Make the most of this period of life.
Budgeting & Spending
Podcast: Paula Pant — You can Afford Anything but not Everything
Episode 54 of the Boldin podcast is an interview with Paula Pant, the Founder of Afford Anything, a personal finance site, and host of the Afford Anything Podca…
Retirement Planning
Note from the Founder: Boldin Pricing Update
This post is about a price increase taking effect on Tuesday, March 2, 2021, why we’re making the price change and our vision going forward. (NOTE: If you are…
Financial Advisors
Podcast: Brooke Southall — The Past, Present & Future of Wealth Management
Episode 53 of the Boldin podcast is an interview with Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past, present and futur…
Podcast
Podcast: Ben Carlson — Everything You Need to Know About Saving For Retirement
Episode 52 of the Boldin podcast is an interview with Ben Carlson — Director of Institutional Asset Management at Ritholtz Wealth Management — and discusses whe…
Housing and Home Equity
Podcast: Melissa Fredette — Financial Independence via Real Estate
Steve: Welcome to The Boldin Podcast. Today we will be talking with Melissa Fredette, the former president of postgraduate programs at Hult Internatio…
Podcast
Podcast: Dana Anspach — Retirement Income Planning
The 50th Boldin podcast! This time, Steve Chen is joined by guest Dana Anspach — Certified Financial Planner™, author, and the founder of Sensible Money — and d…
Financial Wellness
Podcast: Ashley Whillans — Time Smart
Episode 49 of the Boldin podcast is an interview with Ashley Whillans — assistant professor at Harvard Business School and author of Time Smart: How to Reclaim…
Financial Wellness
Podcast: JL Collins — The Simple Path to Wealth
Episode 48 of the Boldin podcast is an interview with JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how…
Podcast
Podcast: Steve Vernon — Don’t Go Broke In Retirement
Episode 47 of the Boldin podcast is an interview with Steve Vernon — a writer and research scholar at the Stanford Center of Longevity — and discusses the Spend…
Podcast
Podcast: Jerry Patterson — Making the Most of Your 401(k)
Episode 46 of the Boldin podcast is an interview with Jerry Patterson — Principal Financial’s senior vice president of workplace savings and retirement solution…
Earning
Podcast: Alan Donegan — Journey to FI and Starting Companies
Episode 45 of the Boldin podcast is an interview with Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and dis…
Podcast
Podcast: Morgan Housel — The Psychology of Money
Episode 44 of the Boldin podcast is an interview with Morgan Housel — a writer, former columnist at The Motley Fool and the Wall Street Journal, and a partner a…
Financial Wellness
Podcast: Christine Benz — Morningstar & 25 Years of Personal Finance
Episode 43 of the Boldin podcast is an interview with Christine Benz — author and Morningstar’s director of personal finance — and discusses the big financial a…
Retirement Savings and Investments
Retirement Withdrawals Taxes: How to Pay Less in Taxes and Maximize Income
Retirement withdrawals taxes are important to consider. A tax-efficient strategy for can be the difference between thriving and scraping by. Much has been writt…
