Podcast

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.

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Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans

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

September 9, 2021

Podcast: Taylor Schulte — Stay Wealthy

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).

July 1, 2021

Podcast: Joe Saul-Sehy, founder of Stacking Benjamins

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.

June 17, 2021

Podcast: Jack Brennan — Insights from the Former CEO of Vanguard

Episode 58 of the Boldin podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group

May 20, 2021

Podcast: Peter Leyden — A Vision of the Future from 2020 to 2050

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.

April 22, 2021

Podcast: Roger Whitney — Agile Retirement Management

Steve and Roger discuss an agile process to truly rock retirement, not just survive it. Make the most of this period of life.

March 25, 2021

Podcast: Paula Pant — You can Afford Anything but not Everything

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…

March 18, 2021

Podcast: Brooke Southall — The Past, Present & Future of Wealth Management

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…

February 11, 2021

Podcast: Ben Carlson — Everything You Need to Know About Saving For Retirement

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…

January 28, 2021

Podcast: Melissa Fredette — Financial Independence via Real Estate

Episode 51 of the Boldin podcast is an interview with Melissa Fredette — former President of Postgraduate Programs at Hult International Business School — and discusses what she learned during her journey to FI and as she transitions into retirement before 50 using a portfolio of rental properties. Listen Now: Don’t miss out on future…

January 19, 2021

Podcast: Dana Anspach — Retirement Income Planning

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…

December 17, 2020

Podcast: Ashley Whillans — Time Smart

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…

November 19, 2020

Podcast: JL Collins — The Simple Path to Wealth

Episode 48 of the Boldin podcast is an interview with JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how of Financial Independence as well as Collins’ book, “The Simple Path to Wealth”. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher…

October 15, 2020

Podcast: Steve Vernon — Don’t Go Broke In Retirement

Episode 47 of the Boldin podcast is an interview with Steve Vernon — a writer and research scholar at the Stanford Center of Longevity — and discusses the Spend Safely in Retirement Strategy that Vernon came up with and, secondly, his new book, Don’t Go Broke in Retirement. Listen Now: Don’t miss out on future…

September 25, 2020

Podcast: Jerry Patterson — Making the Most of Your 401(k)

Episode 46 of the Boldin podcast is an interview with Jerry Patterson — Principal Financial’s senior vice president of workplace savings and retirement solutions — and discusses how to make the most of your 401(k), workforce savings trends, financial independence and retirement income. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe…

September 3, 2020

Podcast: Alan Donegan — Journey to FI and Starting Companies

Episode 45 of the Boldin podcast is an interview with Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and discusses Donegan’s own journey to financial independence and the people that he’s met along the way. They also go in-depth on how to start a business. Spoiler:…

August 20, 2020

Podcast: Morgan Housel — The Psychology of Money

Episode 44 of the Boldin podcast is an interview with Morgan Housel — a writer, former columnist at The Motley Fool and the Wall Street Journal, and a partner at the Collaborative Fund. He and Steve discuss Housel’s new book, The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, and his perspective on…

August 6, 2020

Podcast: Christine Benz — Morningstar & 25 Years of Personal Finance

Episode 43 of the Boldin podcast is an interview with Christine Benz — author and Morningstar’s director of personal finance — and discusses the big financial and life lessons Benz has picked up over her 25-year career at Morningstar. They also talk about Benz’s works, 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances…

July 23, 2020

Podcast: Scott Migliori — A Professional Investor’s Guide to Early Retirement

Episode 42 of the Boldin podcast is an interview with Scott Migliori — the former Chief Investment Officer for U.S. Equities for Allianz Global Investors and a Chartered Financial Analyst. We discuss Scott’s decision to retire early at age 48, the investment landscape, and how he manages his money in a highly volatile market. Listen…

June 25, 2020

Podcast: Glen Nakamoto — Building a Retirement Paycheck

Episode 41 of the Boldin podcast is an interview with Glen Nakamoto — retired cyber security analyst and financial planning enthusiast. They discuss how Glen built his own lifetime retirement paycheck with a guaranteed income floor using immediate annuities. Glen outlines how he built his plan and paycheck. Listen Now: Don’t miss out on future…

May 28, 2020

Podcast: Kevin Hanney — The Past, Present and Future of Pensions

Episode 40 of the Boldin podcast is an interview with Kevin Hanney about the evolution of pensions and the future of employer sponsored retirement & lifetime income solutions. Kevin is the Senior Director of Pension Investments at Raytheon Technologies (formed by the merger of United Technologies and Raytheon) where he helps oversee about $100B retirement…

May 14, 2020

Podcast: Jillian Johnsrud — Are Mini-Retirements Worth It?

In podcast episode 39, Steve Chen and Jillian Johnsrud discuss mini-retirements and passive income.

April 30, 2020

Podcast: COVID-19 Special Episode – Effect on Commercial Real Estate

Steve Chen, Chris Tokarski, and Kurt Altvater discuss the Coronavirus and COVID-19’s impact on commercial real estate, credit markets and lenders in the on-going pandemic.

April 10, 2020

Podcast: Doc G — Financial Independence’s Impact on Health

Episode 37 of the Boldin podcast is an interview with Doc G — a financially independent physician, podcaster and author — around the topics of financial independence, the transition to retirement, purpose and health. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook Group to…

March 31, 2020

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