Podcast

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.

Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.

Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle life’s dilemmas in a rational way and achieve financial freedom.p

Steve and Andre discuss “What is Enough” and also touch on a cool tool he built to help people explore relocation and remote work.

Steve and Jeff discuss why financial control & independence is important and how to plan, save & invest your way there

Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement

Steve and David discuss retirement income and go over some listener questions

Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.

Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group

Steve and Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — discuss tax and legacy planning, as well as what are and how to use Donor Advised Funds (DAFs).