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: 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)

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

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

Podcast: David Stein — Money for the Rest of Us

Episode 36 of the Boldin podcast is an interview with David Stein — a former institutional money manager and current world-class podcaster with 12 million downloads, author and speaker — and they discuss his new book Money for the Rest of Us: 10 Questions to Master Successful Investing. Listen Now: Don’t miss out on future […]

March 5, 2020

Podcast: Larry Swedroe — A Successful & Secure Retirement

Episode 35 of the Boldin podcast is an interview with Larry Swedroe — director of research for Buckingham Strategic Wealth. They discuss his new book, Your Complete Guide to a Successful & Secure Retirement, and what he’s learned helping people plan for their future over his 20+ year career in financial services and wealth management. […]

January 21, 2020

Podcast: Scott Rieckens — Playing with FIRE

Episode 34 of the Boldin podcast is an interview with Scott Rieckens — two-time Emmy-nominated filmmaker and F.I.R.E. (Financial Independence, Retire Early) enthusiast. Steve and Scott discuss Riecken’s new documentary: Playing with FIRE. Scott and his family have made huge changes in their lives in order to get on track for FIRE. This is their […]

January 9, 2020

Podcast: Rob Berger — Retire Before Mom and Dad

Episode 33 of the Boldin podcast is an interview with Rob Berger — author of Retire Before Mom and Dad: The Simple Numbers Behind A Lifetime of Financial Freedom — and discusses key aspects of retirement finance, especially fee ratios and financial literacy. Rob Berger is a lawyer by trade and personal finance expert who […]

November 21, 2019

Podcast: FIRE Reunion — Insights From Year 1 of Early Retirement

Episode 32 of the Boldin podcast is an interview with former guests Karsten Jeske, Chris Mamula, and Fritz Gilbert — F.I.R.E. experts — and discusses insights and epiphanies from the first year after retiring early. This is the first time The Boldin Podcast has had a reunion episode, and as such, listeners are advised to […]

October 24, 2019

Podcast: Joe Casey — Retirement Wisdom

Episode 31 of the Boldin podcast is an interview with Joe Casey — founder of Retirement Wisdom. We discuss shaping your life after retirement, and what reflection needs to be put in to be successful. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook Group […]

October 3, 2019

Podcast: Doug Nordman — Military Retirement Benefits

Episode 30 of the Boldin podcast is an interview with Doug Nordman — author and founder of The Military Guide — and discusses what life is like being financially independent and how Doug got there by being smart on military retirement benefits. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on […]

August 29, 2019

Podcast: Brian Bollinger — Simply Safe Dividends

Episode 29 of the Boldin podcast is an interview with Brian Bollinger, an entrepreneur and founder of Simply Safe Dividends — a company dedicated to dividend investing and generating passive income. Brian is a former equity research analyst and registered CPA who quit his investment job to start his own company at 26. Listen Now: […]

August 6, 2019
Gary danoff on the podcast

Podcast: Gary Danoff on Work, Purpose, and Cross Generational Planning & Literacy

Steve and Gary dive into the importance of financial literacy and how AI may impact society, especially the well being of young people. 

July 26, 2019

Podcast: Cameron Huddleston — Mom and Dad, We Need to Talk

Episode 28 of the Boldin podcast is an interview with Cameron Huddleston, an award winning personal finance journalist and author, about her experience planning for and caring for aging parents. Her work has appeared in Kiplinger’s Personal Finance, Business Insider, Chicago Tribune, Fortune, Huffington Post, Money, MSN, USA Today and many other publications. A mom […]

July 10, 2019
Tim Ranzetta

Podcast 83: Financing the Future, Tim Ranzetta on Educating and Empowering the Next Generation

Hear Tim Ranzetta, discuss the importance of financial education starting in high school and how it is becoming part of the standard curriculum.

July 1, 2019
Robert Brokamp Podcast

Podcast 79: Wealth & Wisdom with Robert Brokamp

Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.

July 1, 2019

Podcast: Jim McCarthy — A Simple Guide to Happiness

Episode 27 of the Boldin podcast is an interview with Jim McCarthy who’s a TEDx speaker, Stanford MBA and best-selling author. Jim had a complete life reset after getting a cancer diagnosis and we discuss his story, best practices from his new book Live Each Day and what’s next. Listen Now: Don’t miss out on […]

June 19, 2019

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