Retirement Income
5 Steps for Defining Your Retirement Drawdown Strategy
If you’re reading this, you’re likely someone who: saves money, has built up some assets, and is starting to think about how to create a retirement drawdown str…
Articles by Steve Chen
Annuities
5 Mistakes To Avoid When Shopping for Annuities
Annuities can be a great way to receive a steady income in retirement, but because they are complex financial products, it’s best to do some research before pur…
Financial Wellness
Is Your Retirement on FIRE (Financial Independence Retirement Early)?
“FIRE” stands for Financial Independence Retire Early for a group of fired-up young people. In a nutshell, it’s about making some significant lifestyle choices…
Podcast
Podcast: Scott Migliori — A Professional Investor’s Guide to Early Retirement
Episode 42 of the Boldin podcast is an interview with Scott Migliori — the former Chief Investment Officer for U.S. Equities for Allianz Global Investors and a…
Aging Well
The American Heart Association Recommends 10,000 Steps a Day or About Five Miles of Walking
Walking is relatively easy and it is key to your good health. The American Heart Association recommends 10,000 steps a day (about five miles of walking). Does…
Retirement Income
How to Build a Retirement Income Plan
“The most important thing you can do for your retirement is have a plan, specifically a retirement income plan. A plan covers far more than what investments to…
Retirement Savings and Investments
Senior Financial Fraud is Now a $3 Billion Dollar a Year Issue
Financial fraud against people 50 and older is a growing concern. Older Americans lost $1.6 billion in 2018 due to financial fraud, and the average victim lost…
Annuities
Podcast: Glen Nakamoto — Building a Retirement Paycheck
Episode 41 of the Boldin podcast is an interview with Glen Nakamoto — retired cyber security analyst and financial planning enthusiast. They discuss how Glen bu…
Pensions
Podcast: Kevin Hanney — The Past, Present and Future of Pensions
Episode 40 of the Boldin podcast is an interview with Kevin Hanney about the evolution of pensions and the future of employer sponsored retirement & lifetime in…
Podcast
Podcast: Jillian Johnsrud — Are Mini-Retirements Worth It?
In podcast episode 39, Steve Chen and Jillian Johnsrud discuss mini-retirements and passive income.
Podcast
Podcast: COVID-19 Special Episode – Effect on Commercial Real Estate
Steve Chen, Chris Tokarski, and Kurt Altvater discuss the Coronavirus and COVID-19’s impact on commercial real estate, credit markets and lenders in the on-goin…
Aging Well
Podcast: Doc G — Financial Independence’s Impact on Health
Episode 37 of the Boldin podcast is an interview with Doc G — a financially independent physician, podcaster and author — around the topics of financial indepen…
Podcast
Podcast: David Stein — Money for the Rest of Us
Episode 36 of the Boldin podcast is an interview with David Stein — a former institutional money manager and current world-class podcaster with 12 million downl…
Podcast
Podcast: Larry Swedroe — A Successful & Secure Retirement
Episode 35 of the Boldin podcast is an interview with Larry Swedroe — director of research for Buckingham Strategic Wealth. They discuss his new book, Your Comp…
Podcast
Podcast: Scott Rieckens — Playing with FIRE
Episode 34 of the Boldin podcast is an interview with Scott Rieckens — two-time Emmy-nominated filmmaker and F.I.R.E. (Financial Independence, Retire Early) ent…
Podcast
Podcast: Rob Berger — Retire Before Mom and Dad
Episode 33 of the Boldin podcast is an interview with Rob Berger — author of Retire Before Mom and Dad: The Simple Numbers Behind A Lifetime of Financial Freedo…
Podcast
Podcast: FIRE Reunion — Insights From Year 1 of Early Retirement
Episode 32 of the Boldin podcast is an interview with former guests Karsten Jeske, Chris Mamula, and Fritz Gilbert — F.I.R.E. experts — and discusses insights a…
Podcast
Podcast: Joe Casey — Retirement Wisdom
Episode 31 of the Boldin podcast is an interview with Joe Casey — founder of Retirement Wisdom. We discuss shaping your life after retirement, and what reflecti…
Podcast
Podcast: Doug Nordman — Military Retirement Benefits
Episode 30 of the Boldin podcast is an interview with Doug Nordman — author and founder of The Military Guide — and discusses what life is like being financiall…
Podcast
Podcast: Brian Bollinger — Simply Safe Dividends
Episode 29 of the Boldin podcast is an interview with Brian Bollinger, an entrepreneur and founder of Simply Safe Dividends — a company dedicated to dividend in…
Family and Relationships
Podcast: Cameron Huddleston — Mom and Dad, We Need to Talk
Episode 28 of the Boldin podcast is an interview with Cameron Huddleston, an award winning personal finance journalist and author, about her experience planning…
Podcast
Podcast: Jim McCarthy — A Simple Guide to Happiness
Episode 27 of the Boldin podcast is an interview with Jim McCarthy who’s a TEDx speaker, Stanford MBA and best-selling author. Jim had a complete life reset aft…
Podcast
Podcast: Todd Tresidder — The Leverage Equation — Maximize Your Money & Time
Episode 26 of the Boldin podcast is an interview with Todd Tresidder who is an author, former hedge fund manager and founder of FinancialMentor through which he…
Podcast
Podcast: Mark Miller — Key Considerations as You Approach Retirement
Episode 25 of the Boldin podcast is an interview with Mark Miller, a long time journalist, editor and founder of Retirement Revised. Mark is the former editor o…
