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…
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 And,…
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…
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…
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:…
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…
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…
Much has been written about saving and accumulating enough for retirement. But that’s only half the battle. Once you reach retirement, it is important that you manage your retirement withdrawals from various accounts as tax-efficiently as possible. Taxes will likely be one of your biggest expenses in retirement. A tax-efficient withdrawal strategy can be the…
If you’re reading this, you’re likely someone who: saves money, has built up some assets, and is starting to think about how to create a retirement drawdown strategy – a plan for how to turn your assets into income that will last for life. Having a sound retirement drawdown strategy and keeping to it is…
Annuities can be a great way to receive a steady income in retirement, but because they are complex financial products, it’s best to do some research before purchasing one. Here are five annuity mistakes to avoid. Estimate how much income your savings can generate using an Annuity Calculator. 1. Investing Too Much Money When Purchasing…
“FIRE” stands for Financial Independence Retire Early for a group of fired-up young people. In a nutshell, it’s about making some significant lifestyle choices immediately to try to achieve financial independence as quickly as possible. For most followers, it’s actually more about mindfulness, frugality and simplicity – not just about money and financial independence. FIRE…
Episode 42 of the NewRetirement 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…
Walking is relatively easy and it is key to your good health. The American Heart Association recommends 10,000 steps a day (about five miles of walking). Does that sound like a lot? It might actually not be necessary to walk that far. The American Heart Association Recommendations Heart health is important. The American Heart Association…
“The most important thing you can do for your retirement is have a plan, specifically a retirement income plan. A plan covers far more than what investments to pick. Investments are the last part of the plan; the icing on the cake. They should come only after you have the main meal menu in place,…
Financial fraud against people 50 and older is a growing concern. Older Americans lost $1.6 billion in 2018 due to financial fraud, and the average victim lost $1,023 according to the FTC.Protect your retirement savings from financial fraud.Financial manipulation is subtle and can take place over a number of years, explains Peter Creedon, CEO of…
Episode 41 of the NewRetirement 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…
Episode 40 of the NewRetirement 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…
In podcast episode 39, Steve Chen and Jillian Johnsrud discuss mini-retirements and passive income.
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.
Episode 37 of the NewRetirement 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…
Episode 36 of the NewRetirement 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…
Episode 35 of the NewRetirement 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.…
Episode 34 of the NewRetirement 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…
Episode 33 of the NewRetirement 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…
Episode 32 of the NewRetirement 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 NewRetirement Podcast has had a reunion episode, and as such, listeners are advised to…