Podcast

Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.

Steve Chen and Mike Himmelfarb unpack the sweeping impact on global markets, economic strategy, and personal finance.

Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.

ackie Cummings Koski, co-host of Catching Up to FI, talks about overcoming poverty, divorce, and single motherhood to achieve financial independence.

Toussaint Bailey, CEO of Uplifting Capital, discusses his journey from law to wealth management and aligning wealth with impact.

Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose.

Listen to Steve Chen and Mark Goines discuss the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial services.

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 insights.

Fritz, who has been retired for 6 years, discusses his journey to retirement and the importance of purpose, planning, and health.

Hear Tim Ranzetta, discuss the importance of financial education starting in high school and how it is becoming part of the standard curriculum.

This conversation with Ryan VanGorder covers alternative investments, private markets, diversification, and the evolving nature of liquidity.

Listen in to learn about how insurers think about risk, particularly life expectancy, in financial planning.

Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.

Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.

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.

Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more.

Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.

Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.

Steve, Paul, and Patrick discuss financial education, the need for better financial solutions, and the importance of ethics in planning.

Steve and Gary dive into the importance of financial literacy and how AI may impact society, especially the well being of young people. 

Hear David’s investing lessons and plan for generating income for life.  Plus what he learned about estate planning after his dad’s passing.

Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.

Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.

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 along the way.