Planning
The Future of Financial Advice Isn’t More Advisors
Vanguard just paid billions for Altruist to scale advisors. Boldin’s CEO argues the bigger opportunity is scaling what you can do yourself.
Articles by Steve Chen
Housing and Home Equity
Americans Are Rethinking the Role of Home Equity in Retirement
Home equity is becoming a bigger piece of retirement plans as costs rise. See what’s driving the shift and the tradeoffs worth weighing first.
Podcast
Podcast 96: How Not to Invest – Avoiding Big Money Mistakes with Barry Ritholtz
Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech’s role in finance, and how to build smarter portfolios.
Podcast
Podcast 91: Tariffs, Markets & The Macro Story with Mike Himmelfarb
Steve Chen and Mike Himmelfarb unpack the sweeping impact on global markets, economic strategy, and personal finance.
Podcast
Podcast 87: Retirement Ready – Confidence, Planning, and Purpose with Mike Richardson
Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose.
Podcast
Podcast 86: Pioneering Fintech and the Future of Money with Mark Goines
Listen to Steve Chen and Mark Goines discuss the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial service…
Podcast
Podcast 85: Living with Intention, Insights from Christine Benz on Retirement Success
Listen to Steve Chen and Christine Benz discuss her new book, “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable…
Planning
Boldin Named a Top Innovator by the World Economic Forum
Boldin has been named as a Top Innovator in the Prospering in Longevity Challenge by UpLink, the open innovation platform of the World Economic Forum. Learn mo…
Podcast
Podcast 84: Intentional Retirement Living with Fritz Gilbert
Fritz, who has been retired for 6 years, discusses his journey to retirement and the importance of purpose, planning, and health.
Planning
NewRetirement Is Now Boldin: Why We Changed Our Name
NewRetirement is now Boldin, your financial confidence platform. Find out why we changed our name.
Podcast
Podcast 83: Financing the Future, Tim Ranzetta on Educating and Empowering the Next Generation
In this episode of the Boldin Podcast, Tim Ranzetta, founder of Next Generation Personal Finance (NGPF), discusses the importance of financial education for hig…
Podcast
Podcast 82: Exploring the Changing World of Alternative Investments with Ryan VanGorder
This conversation with Ryan VanGorder covers alternative investments, private markets, diversification, and the evolving nature of liquidity.
Retirement Income
Podcast 80: Andrew Biggs on the “Retirement Crisis” (He Says There Isn’t One) and a Look at Social Security
Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.
Podcast
Podcast 79: Wealth & Wisdom with Robert Brokamp
Summary In this episode of the Boldin Podcast, Steve Chen interviews Robert Brokamp, a CERTIFIED FINANCIAL PLANNER™ professional and key figure at the Motley Fo…
Podcast
Podcast 78: Dr. Jordan Hutchison on the Future of Financial Planning, Financial Education, and Flow States
Hear thoughts on the impact of technology, psychology and fee models on planning plus insights into how flow states are good for work and retirement life.
Podcast
Podcast 77: Rising Above the Money Fog with Mikelann Valterra
Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more.
Podcast
Podcast 76: A Conversation with Cody Garrett About Financial Education
Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.
Podcast
Podcast 75: Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth
Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.
Podcast
Podcast 74: Financial Innovations and Ethics with Paul Solli and Patrick Geddes of Aperio Group
Steve, Paul, and Patrick discuss financial education, the need for better financial solutions, and the importance of ethics in planning.
Podcast
Podcast 73: Gary Danoff on Work, Purpose, and Cross Generational Planning & Literacy
Steve and Gary dive into the importance of financial literacy and how AI may impact society, especially the well being of young people.
Podcast
Podcast 72: Community Member David Chen on How Good Habits and Creative Solutions Resulted in an Early Retirement
Hear David’s investing lessons and plan for generating income for life. Plus what he learned about estate planning after his dad’s passing.
Taxes
Podcast 70: Burton Malkiel and “A Random Walk Down Wall Street” 50 Years Later
Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.
Value Your Time
Podcast: Joe Kuhn on the Tools You Need to Decide If It Is Safe to Retire
Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned a…
Podcast
Podcast: Andre Nader — What and How Much is Enough to FIRE
Steve and Andre discuss “What is Enough” and also touch on a cool tool he built to help people explore relocation and remote work.
