Planning
Podcast 105: You Can Afford Anything, but Not Everything with Paula Pant
Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework.
Tagged “Steve Chen”
Planning
Podcast 104: Money Confidence for Real Life with Katy Song
Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances.
Planning
Podcast 95: Flipping the Script with Geoff Schmidt from Holy Schmidt
Discover how Geoff Schmidt of Holy Schmidt went from Wall Street to YouTube to teach retirement, Social Security, and financial clarity.
Retirement Planning
A New Approach to Retirement Planning
An interview with Boldin’s founder, Stephen Chen, was featured on Forbes this week. The magazine hailed Boldin as “A New approach to Retirement Planning.” The…
