Annuities
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 bu…
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Pensions
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 in…
Podcast
Podcast: Jillian Johnsrud — Are Mini-Retirements Worth It?
In podcast episode 39, Steve Chen and Jillian Johnsrud discuss mini-retirements and passive income.
Podcast
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-goin…
Aging Well
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 indepen…
Podcast
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 downl…
Podcast
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 Comp…
Podcast
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) ent…
Podcast
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 Freedo…
Podcast
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 a…
Podcast
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 reflecti…
Podcast
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 financiall…
Podcast
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 in…
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.
Family and Relationships
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…
Financial Wellness
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.
Financial Wellness
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.
Podcast
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 aft…
Podcast
Podcast: Todd Tresidder — The Leverage Equation — Maximize Your Money & Time
Episode 26 of the Boldin podcast is an interview with Todd Tresidder who is an author, former hedge fund manager and founder of FinancialMentor through which he…
Podcast
Podcast: Mark Miller — Key Considerations as You Approach Retirement
Episode 25 of the Boldin podcast is an interview with Mark Miller, a long time journalist, editor and founder of Retirement Revised. Mark is the former editor o…
Podcast
Podcast: Jonathan Mendonsa — Past, Present, & Future of Financial Independence
Episode 24 of the Boldin podcast is an interview with Jonathan Mendonsa where we cover the past, present, and future of the Financial Independence & FIRE moveme…
Podcast
Podcast: Michela Abrams — Planning for the Unexpected
Episode 23 of the Boldin podcast is an interview with Michela Abrams, the former CEO of Dwell Magazine. They discuss dealing with sudden life changes, planning…
Podcast
Podcast: Ken Goldberg & Eric Brewer – AI, Automation and the Future of Work
Episode 22 of the Boldin podcast is an interview with Ken Goldberg, a Robotics Professor from Berkeley, and Eric Brewer, a VP at Google and a Professor of Compu…
Podcast
Podcast: White Coat Investor Dr. Jim Dahle – Top Retirement Lessons
Episode 21 of the Boldin podcast is an interview with Dr. Jim Dahle — a hockey playing emergency room doctor based in Salt Lake City Utah who runs White Coat In…
