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While focused on financial independence and retirement planning, the Boldin Podcast probes guests for insights on additional important topics like money, investing, purpose, meaning, lifestyle, and health.
Hear from financial freedom bloggers, personal finance professionals, gurus of financial planning, noted authors, Nobel laureates, top notch professors, captains of big banking, and more. Past guests have included Morgan Housel (he’s such a good guest, he was on twice), J.L. Collins, J. David Stein, Jack Brennan (the former CEO of Vanguard), and Annie Duke.
You’ll get valuable insights to help you make the most of your money and time.
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).
Episode 59 of the Boldin podcast is an interview with Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and community — and discusses Joe’s story, what he’s building, and his new book, Stacked.
Episode 58 of the Boldin podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group
Peter and Steve discuss what the next 30 years might bring us and how that could impact our lives and the lives of future generations.
Steve and Roger discuss an agile process to truly rock retirement, not just survive it. Make the most of this period of life.
Episode 54 of the Boldin podcast is an interview with Paula Pant, the Founder of Afford Anything, a personal finance site, and host of the Afford Anything Podcast with 15 million downloads. (congrats!) Paula’s core belief is that you can “Afford Anything but not Everything”, and every decision has a tradeoff. We’re going to discuss […]
Episode 53 of the Boldin podcast is an interview with Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past, present and future of wealth management. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook Group to discuss this podcast, suggest […]
Episode 52 of the Boldin podcast is an interview with Ben Carlson — Director of Institutional Asset Management at Ritholtz Wealth Management — and discusses whether we’re in a bubble, how to invest in a bubble, and Carlson’s new book, Everything You Need To Know About Saving For Retirement. Listen Now: Don’t miss out on […]
Steve: Welcome to The Boldin Podcast. Today we will be talking with Melissa Fredette, the former president of postgraduate programs at Hult International Business School, about what she learned during her journey to financial independence. And as she transitions into retirement before 50 using a portfolio of rental properties, so […]
The 50th Boldin podcast! This time, Steve Chen is joined by guest Dana Anspach — Certified Financial Planner™, author, and the founder of Sensible Money — and discusses her practice and approach to retirement income planning. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook […]
Episode 49 of the Boldin podcast is an interview with Ashley Whillans — assistant professor at Harvard Business School and author of Time Smart: How to Reclaim Your Time and Live a Happier Life — and discusses how to think about and value your scarcest resource, your time. Listen Now: Don’t miss out on future […]
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