Podcast

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.

In this episode of the Boldin Podcast, Tim Ranzetta, founder of Next Generation Personal Finance (NGPF), discusses the importance of financial education for high school students. NGPF aims to equip students with essential financial literacy skills by providing free curriculum and training for teachers, advocating for legislative changes, and supporting the integration of financial education […]

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.

Summary In this episode of the Boldin Podcast, Steve Chen interviews Robert Brokamp, a CERTIFIED FINANCIAL PLANNER™ professional and key figure at the Motley Fool. They discuss Robert’s journey in the financial sector, the valuable lessons he’s learned about financial planning, and the story behind the Motley Fool. They also touch on topics such as the […]

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