Podcast
Podcast: Jonathan Mendonsa — Past, Present, & Future of Financial Independence
Episode 24 of the Boldin podcast is an interview with Jonathan Mendonsa where we cover the past, present, and future of the Financial Independence & FIRE moveme…
Articles by Steve Chen
Podcast
Podcast: Michela Abrams — Planning for the Unexpected
Episode 23 of the Boldin podcast is an interview with Michela Abrams, the former CEO of Dwell Magazine. They discuss dealing with sudden life changes, planning…
Podcast
Podcast: Ken Goldberg & Eric Brewer – AI, Automation and the Future of Work
Episode 22 of the Boldin podcast is an interview with Ken Goldberg, a Robotics Professor from Berkeley, and Eric Brewer, a VP at Google and a Professor of Compu…
Podcast
Podcast: White Coat Investor Dr. Jim Dahle – Top Retirement Lessons
Episode 21 of the Boldin podcast is an interview with Dr. Jim Dahle — a hockey playing emergency room doctor based in Salt Lake City Utah who runs White Coat In…
Financial Advisors
Podcast: Rick Ferri – What Does the Future of Financial Advice Look Like?
Episode 20 of the Boldin podcast is an interview with Rick Ferri — CFA, author, and founder of Core-4 — and discusses Ferri’s perspective on investing and the f…
Budgeting & Spending
Podcast: Jesse Mecham – Budgeting as a Life Altering Experience
Episode 19 of the Boldin podcast is an interview with Jesse Mecham — the founder of You Need a Budget, a CrossFit/PowerLifter and generally strong guy. We discu…
Podcast
Podcast: Annie Duke — Thinking in Bets — Poker, Decision Making and Behavioral Finance
Episode 18 of the Boldin podcast is an interview with Annie Duke — a best selling author, public speaker and former world champion poker professional. We discus…
Podcast
Podcast: Nate Lawrie from Yale All American to NFL Grinder to Entrepreneur
Nate Lawrie was an All American at Yale and then played professional football for 8 years. After retirement from the NFL, he reinvented himself as an entreprene…
Podcast
Podcast: Michael Batnick on Big Mistakes and Finding Your Calling
Episode 16 of the Boldin podcast is an interview with Michael Batnick — Director of Research at Ritholtz Wealth Management LLC and author of Big Mistakes. We di…
Podcast
Podcast: Penny Hoarder Founder on Mission-Based Work, the Gig Economy and Entrepreneurial Success
Episode 15 of the Boldin podcast is an interview with Kyle Taylor — founder of The Penny Hoarder — the fastest-growing private media company in the U.S. for the…
Podcast
Podcast: Legendary Investor Jim O’Shaughnessy on Active vs. Passive Investing
Episode 14 of the Boldin podcast is an interview with Jim O’Shaughnessy – founder of O’Shaughnessy Asset Management. We discuss the investing lessons he’s learn…
Podcast
Podcast: Fritz Gilbert and His Fat FIRE Approach to Retirement
Episode 13 of the Boldin podcast is an interview with Fritz Gilbert — founder of The Retirement Manifesto. Fritz discusses a “Fat FIRE” approach to retirement.…
Podcast
Podcast: Early Retirement Insights from a Former DEA Agent, Bruce Goldberg
Episode 12 of the Boldin podcast is an interview with Bruce Goldberg. Get the fascinating inside scoop on the real life of a former drug enforcement agent and h…
Retirement Planning
Note from the Founder: Hacking Retirement
Last month I went wake surfing in the freezing waters of Lake Tahoe. The good news? Unlike the first few times I tried it, this time I succeeded! I got up and r…
Podcast
Podcast: Nobel Prize Winner Robert Merton on Fixing Retirement
Episode 11 of the Boldin podcast is an interview with Nobel Prize winner Robert Merton. Professor Robert Merton is a globally recognized economist and expert on…
Reverse Mortgages
Bumpy Road in Retirement? Learn How a Reverse Mortgage Can Be Your Spare Tire
The road in retirement can have all sorts of twists, turns and probably some pot holes.If you’re not prepared, these bumps have the potential to derail your fin…
Podcast
Podcast: Mary Beth Franklin on Avoiding Big Social Security Claiming Mistakes
Episode 10 of the Boldin podcast is an interview with Mary Beth Franklin. Mary Beth is a nationally recognized expert in Social Security claiming strategies.…
Podcast
Podcast: Ben Carlson Shares the Wealth (of Common Sense)
Episode 9 of the Boldin podcast is an interview with Ben Carlson — the author of A Wealth of Common Sense (both the book and the blog). Ben discusses his perspe…
Podcast
Podcast: Chris Mamula on Retirement Early and the Pitfalls to Avoid
Episode 8 of the Boldin podcast is an interview with Chris Mamula — a “Financial Independence Retirement Early” (FIRE) proponent and writer for both Can I Retir…
Financial Advisors
9 Powerful Insights from the Retirement Income Summit
Earlier this week I traveled to Chicago to attend the Retirement Income Summit — a financial advisor industry conference focused on the latest ideas about how t…
Podcast
Podcast: Financial Advice from Allan Roth – You Get What You DON’T Pay For
Episode 7 of the Boldin podcast is an interview with Allan Roth — a highly in demand, by-the-hour financial advisor with over 25 years of experience in the fiel…
Podcast
Podcast: PhD on FIRE: Safe Draw Down Rates with Karsten Jeske aka BigERN
Episode 6 of the Boldin podcast is an interview with Karsten Jeske (also known as Big ERN). Steve and Karsten discuss Karsten’s mega financial background and h…
Podcast
Boldin Podcast: Investing Legend Bill Bernstein on the 5 Hurdles Between You and a Secure Retirement
Episode 5 is an interview with personal finance and investing legend Bill Bernstein. Steve and Bill discuss the hurdles between you and a secure retirement and…
Retirement Planning
Note from the Founder: The Why Behind NewRetirement (now Boldin)
Over the past few years I’ve had the opportunity to get to know several people who have achieved financial independence or are on the path to it. People like JD…
