Podcast
Podcast 111: Why We Don’t Do What We Know We Should, with Nir Eyal
Nir Eyal, author of Beyond Belief and Indistractable, joins Boldin’s podcast to explain why limiting beliefs stall financial progress.
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Podcast
Podcast 110: Evidence-Based Investing, Index Funds & Staying the Course, with Paul Merriman
Paul Merriman of the Merriman Financial Education Foundation discusses factor investing, index funds, and long-term wealth strategies.
Podcast
Podcast 109: Personal Finance for Real People: DIY Investing, Long-Term Care, and the AI Future, with Erin Talks Money
Erin Moriarty of Erin Talks Money explores the emotional side of money, retirement spending, and how AI is reshaping financial planning.
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.
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 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.
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 103: How Leslie & Thomas Used Boldin to Retire Early | Real Retirement Stories
Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years.
Planning
Podcast 102: How Andrea Retired Solo With Confidence | Real Retirement Stories
Discover how Andrea Solarz retired solo with confidence using Boldin, Social Security, and annuities to fund a life of purpose and travel.
Planning
Podcast 101: Caring for Parents, Planning for the Future with Beth Pinsker
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity.
Planning
Podcast 100! Introducing Real Retirement Stories: Meet Mark Eakle
Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding.
Planning
Podcast 99: What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud
Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off.
Planning
Podcast 98: Retired, Not Done – How Scott Garrett Took Control of His Financial Future
Retired early, but not done. Scott Garrett shares how Boldin gave him the confidence to leave work and retire on his own terms.
Planning
Podcast 97: Money, Marriage, & Raising Financially Fit Kids with Andy Hill
Steve Chen & Andy Hill discuss how to turn negative net worth into Coast FI, spark kids’ money talks & own your family time.
Planning
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.
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.
Planning
Podcast 94: Millionaire Milestones – Building Wealth on Your Terms with Sam Dogen
Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset.
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.
Planning
Podcast 92: Making Sense of Social Security with Devin Carroll
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.
Planning
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.
Planning
Podcast 90: Money, Mindfulness & Mastery with Leisa Peterson
Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.
Planning
Podcast 89: Boldin Your Wealth with Jackie Cummings Koski from Catching Up to Fi
ackie Cummings Koski, co-host of Catching Up to FI, talks about overcoming poverty, divorce, and single motherhood to achieve financial independence.
Planning
Podcast 88: Invest with Impact with Toussaint Bailey
Toussaint Bailey, CEO of Uplifting Capital, discusses his journey from law to wealth management and aligning wealth with impact.
