Author: Steve Chen

Podcast: Michael Batnick on Big Mistakes and Finding Your Calling

Episode 16 of the NewRetirement podcast is an interview with Michael Batnick — Director of Research at Ritholtz Wealth Management LLC and author of Big Mistakes. We discuss what we can learn from the biggest mistakes of legendary investors, his long and winding path to his calling and what he’s learned along the way building…

Podcast: Penny Hoarder Founder on Mission-Based Work, the Gig Economy and Entrepreneurial Success

Episode 15 of the NewRetirement podcast is an interview with Kyle Taylor — founder of The Penny Hoarder — the fastest-growing private media company in the U.S. for the second consecutive year. We discuss how mission-based work, the gig economy and millennial financial practices could be applied to entrepreneurs and achievers of all ages. Listen…

Podcast: Legendary Investor Jim O’Shaughnessy on Active vs. Passive Investing

Episode 14 of the NewRetirement podcast is an interview with Jim O’Shaughnessy – founder of O’Shaughnessy Asset Management. We discuss the investing lessons he’s learned from 30 years of investing – partially summarized in this tweet storm and why human behavior is the most predictable (and exploitable) element of the stock market. Listen Now: Don’t…

Making the most of Social Security

7 Insider Tips for Getting the Most from Social Security

Mary Beth Franklin is a nationally recognized expert in Social Security claiming strategies, she is also a frequent public speaker.  And, she literally wrote the book (“Maximizing Your Clients’ Social Security Retirement Benefits,”) that retirement planning experts use to advise clients on Social Security. Here she offers you her Social Security expertise with 7 insider…

Podcast: Fritz Gilbert and His Fat FIRE Approach to Retirement

Episode 13 of the NewRetirement podcast is an interview with Fritz Gilbert — founder of The Retirement Manifesto. Fritz discusses a “Fat FIRE” approach to retirement. Listen in for some great tips on using a bucket strategy, safe withdrawal rates, managing longevity risk, and more. Listen Now: Don’t miss out on future episodes: subscribe on…

Podcast: Early Retirement Insights from a Former DEA Agent, Bruce Goldberg

Episode 12 of the NewRetirement podcast is an interview with Bruce Goldberg. Get the fascinating inside scoop on the real life of a former drug enforcement agent and hear his useful insights on how to retire early and what his life is like in retirement. Listen Now: Don’t miss out on future episodes: subscribe on…

Podcast: Nobel Prize Winner Robert Merton on Fixing Retirement

Episode 11 of the NewRetirement 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.…

reverse mortgage

Bumpy Road in Retirement? Learn How a Reverse Mortgage Can Be Your Spare Tire

The road in retirement can have all sorts of twists, turns and probably some pot holes.If you’re not prepared, these bumps have the potential to derail your financial security. However, you can have a contingency plan for when the path gets rocky. A reverse mortgage can be a spare tire for your retirement — there…

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

Episode 10 of the NewRetirement 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…

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

Episode 8 of the NewRetirement 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…

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

Episode 7 of the NewRetirement 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.…

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

Episode 6 of the NewRetirement 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…

NewRetirement 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 NewRetirement, the NewRetirement Podcast offers interviews about the wise use of both money and time in retirement. We explore…

NewRetirement 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 NewRetirement, the NewRetirement 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…

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

Hosted by Steve Chen, founder of NewRetirement, the NewRetirement 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…

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

Hosted by Steve Chen, founder of NewRetirement, the NewRetirement 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 Hannon…

J.D. Roth

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

Hosted by Steve Chen, founder of NewRetirement, the NewRetirement 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…

Henry “Bud” Hebeler in Memoriam: A Life and Retirement Well Lived

Henry “Bud” Hebeler died on August 21, 2017 in Bellevue, Washington at the age of 84. Bud was a graduate of the Massachusetts Institute of Technology, graduating with three degrees, numerous awards and several fellowships.  After graduation he began his career as an engineer at Boeing Aerospace Company and worked his way to becoming president…