Planning
Podcast 108: Social Security & Medicare: What’s Changing and What It Means for You with Mark Miller
Steve Chen sits down with Mark Miller to unpack the biggest changes hitting Social Security and Medicare right now.
Tagged “investing”
Planning
Podcast 107: What Happens Next for CalSavers? With Fiona Ma & David Teykaerts
CA State Treasurer Fiona Ma and CalSavers Director David Teykaerts break down how the state is improving retirement access.
Planning
Podcast 106: The Automatic Millionaire in an Automated World with David Bach
David Bach joins Steve Chen to discuss The Automatic Millionaire, his IRA Flat Tax idea, RMD delays, retirement spending, and AI in financial planning.
Planning
Podcast 93: Five Years Later – White Coat Wisdom with Dr. Jim Dahle
Steve Chen and Jim Dahle discuss investing philosophy, simplifying wealth, estate planning for kids five years after their first conversation.
Retirement Savings and Investments
Expert Interview with Charles Sizemore on the Evolution of Retirement – Plus Some Investment Tips
Today, Americans look at retirement as an entitlement – a reward for a lifetime of hard work – but that wasn’t always the case, says CFA Charles Lewis Sizemore,…
Retirement Savings and Investments
Expert Interview with Jason Fieber on Dividend Investing and Retiring Early for boldin.com
Jason Fieber is a man with a goal: He wants to retire at 40. Just how he’s making that happen is the thrust of his site, Dividend Mantra. He spoke with us about…
