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).
Author: Steve Chen
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
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.
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.
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…
Note from the Founder: NewRetirement Pricing Update
This post is about a price increase taking effect on Tuesday, March 2, 2021, why we’re making the price change and our vision going forward. (NOTE: If you are a current paying subscriber, your fees won’t change.) Read below to learn more about us and why we need to increase prices. We appreciate your support…
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…
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…
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…
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…
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…
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…
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…
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…
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:…
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…
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…
How to Manage Retirement Withdrawals to Pay Less in Taxes and Maximize Income
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…
5 Steps for Defining Your Retirement Drawdown Strategy
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…
5 Mistakes To Avoid When Shopping for Annuities
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…
Is Your Retirement on FIRE (Financial Independence Retirement Early)?
“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…
Podcast: Scott Migliori — A Professional Investor’s Guide to Early Retirement
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…
The American Heart Association Recommends 10,000 Steps a Day or About Five Miles of Walking
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…
How to Build a Retirement Income Plan
“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,…
Senior Financial Fraud is Now a $3 Billion Dollar a Year Issue
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…