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Planning

Podcast: The Financial Samurai – “Buy This, Not That: How To Spend Your Way To Wealth And Freedom”

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

July 28, 2022
Retirement Planning

Podcast: Andre Nader — What and How Much is Enough to FIRE

Steve and Andre discuss “What is Enough” and also touch on a cool tool he built to help people explore relocation and remote work.

July 7, 2022
Retirement Planning

Podcast: Jeff Rose — Good Financial Cents

Steve and Jeff discuss why financial control & independence is important and how to plan, save & invest your way there

April 21, 2022
Retirement Planning

Podcast: Cullen Roche — Inflation Risks & Investing for Retirement

Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement

February 24, 2022
Retirement Income

Podcast: David Blanchett — Guaranteed Income in Retirement

Steve and David discuss retirement income and go over some listener questions

December 9, 2021
Taxes

Podcast: Mike Piper — Social Security and Tax-Efficient Retirement Planning

Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.

September 30, 2021
Retirement Planning

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
Retirement Planning

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
Retirement Planning

Podcast: Joe Saul-Sehy, founder of Stacking Benjamins

Episode 59 of the NewRetirement 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
Financial Wellness

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

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

May 20, 2021
Retirement Planning

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
Retirement Planning

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
Retirement Planning

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

Episode 54 of the NewRetirement 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
Retirement Savings and Investments

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

Episode 53 of the NewRetirement 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
Retirement Planning

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

Episode 52 of the NewRetirement 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
Planning

Podcast: Melissa Fredette — Financial Independence via Real Estate

Episode 51 of the NewRetirement 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
Retirement Income

Podcast: Dana Anspach — Retirement Income Planning

The 50th NewRetirement 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
Financial Wellness

Podcast: Ashley Whillans — Time Smart

Episode 49 of the NewRetirement 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
Planning

Podcast: JL Collins — The Simple Path to Wealth

Episode 48 of the NewRetirement 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
Retirement Savings and Investments

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

Episode 47 of the NewRetirement 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
Retirement Savings and Investments

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

Episode 46 of the NewRetirement 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
Earning

Podcast: Alan Donegan — Journey to FI and Starting Companies

Episode 45 of the NewRetirement 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
Retirement Savings and Investments

Podcast: Morgan Housel — The Psychology of Money

Episode 44 of the NewRetirement 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
Financial Wellness

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

Episode 43 of the NewRetirement 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

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