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: Nobel Prize Winner Robert Merton on Fixing Retirement

Episode 11 of the Boldin podcast is an interview with Nobel Prize winner Robert Merton. Professor Robert Merton is a globally recognized economist and expert on life cycle and retirement finance (among other things). We discuss what’s wrong with the current focus on just building assets and why we should focus on retirement income instead.…

July 5, 2018

Podcast: Mary Beth Franklin on Avoiding Big Social Security Claiming Mistakes

Episode 10 of the Boldin podcast is an interview with Mary Beth Franklin.  Mary Beth is a nationally recognized expert in Social Security claiming strategies.  In fact, she literally wrote the book (“Maximizing Your Clients’ Social Security Retirement Benefits,”) that retirement planning experts use to advise clients on Social Security. Listen to find out why…

June 7, 2018

Podcast: Ben Carlson Shares the Wealth (of Common Sense)

  Episode 9 of the Boldin podcast is an interview with Ben Carlson — the author of A Wealth of Common Sense (both the book and the blog). Ben discusses his perspective on investing, his work writing and managing money, and the present and future of wealth management.     Listen Now: Don’t miss out…

May 17, 2018

Podcast: Chris Mamula on Retirement Early and the Pitfalls to Avoid

Episode 8 of the Boldin podcast is an interview with Chris Mamula — a “Financial Independence Retirement Early” (FIRE) proponent and writer for both Can I Retire Yet? and Eat the Financial Elephant. Chris discusses his journey from a “normal” guy to becoming financially independent at 41 years old. In this interview he addresses potential…

May 11, 2018

Podcast: Financial Advice from Allan Roth – You Get What You DON’T Pay For

Episode 7 of the Boldin podcast is an interview with Allan Roth — a highly in demand, by-the-hour financial advisor with over 25 years of experience in the field. He also runs Wealth Logic. Allan and Steve discuss how (and why) most people can do much better financially by keeping investments simple and managing expenses.…

May 3, 2018

Podcast: PhD on FIRE: Safe Draw Down Rates with Karsten Jeske aka BigERN

Episode 6 of the Boldin podcast is an interview with Karsten Jeske (also known as Big ERN).  Steve and Karsten discuss Karsten’s mega financial background and his journey to financial independence. Listen Now:   Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook Group to discuss this…

April 19, 2018

Boldin Podcast: Investing Legend Bill Bernstein on the 5 Hurdles Between You and a Secure Retirement

Episode 5 is an interview with personal finance and investing legend Bill Bernstein. Steve and Bill discuss the hurdles between you and a secure retirement and how to overcome them. Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. We explore…

April 4, 2018

Boldin Podcast: Morgan Housel on How Millennials and a $30 Trillion Wealth Transfer May Change Our Future

Episode 4 is an interview with Morgan Housel, award winning writer and venture capitalist with the Collaborative Fund. Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. We explore ideas and insights so that you can achieve a secure and meaningful…

March 21, 2018

Boldin Podcast: Money, Behavior and Happiness — Steve Chen Interviews Jonathan Clements

Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement.  Explore ideas and great insight so that you can achieve a secure and meaningful future. In Episode 3, Chen is joined by guest Jonathan Clements — 33-year personal finance journalist and writer…

February 8, 2018

Boldin Podcast: Work and Jobs Over 50 — Steve Chen Interviews Kerry Hannon & Philippe Violette

Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. Explore ideas and great insight so that you can achieve a secure and meaningful future. Episode 2 is an interview covering two perspectives about work, working less and jobs over 50: Kerry…

January 24, 2018
J.D. Roth

Boldin Podcast: Financial Independence, Purpose & Happiness — Steve Chen Interviews JD Roth

Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement.  Explore ideas and great insight so that you can achieve a secure and meaningful future. Episode 1 is an interview with JD Roth, the man behind Get Rich Slowly — a hugely…

January 9, 2018

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