Steve Chen, Author at NewRetirement

July 5, 2018bySteve Chen

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.…

July 3, 2018bySteve Chen

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…

June 7, 2018bySteve Chen

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…

May 17, 2018bySteve Chen

Episode 9 of the NewRetirement podcast is an interview with Ben Carlson — the author of A Wealth of Common Sense (both the book and the blog). Ben discusses his perspective on investing, his work writing and managing money, and the present and future of wealth management. Listen Now: Don’t miss out…

May 11, 2018bySteve Chen

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…

May 3, 2018bySteve Chen

Earlier this week I traveled to Chicago to attend the Retirement Income Summit — a financial advisor industry conference focused on the latest ideas about how to improve and secure retirement income. I saw presentations, met up with insiders in the financial services industry and found a few ideas to help you have a better…

May 3, 2018bySteve Chen

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.…

April 19, 2018bySteve Chen

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…

April 4, 2018bySteve Chen

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…

March 22, 2018bySteve Chen

Blue Bird Day at Squaw with Avalanchephoto credit: Steve Chen Over the past few years I’ve had the opportunity to get to know several people who have achieved financial independence or are on the path to it. People like JD Roth, Darrow Kirkpatrick, Karsten Jaske (Big ERN), Fritz Gilbert, Dirk Cotton, Jillian Johnsrud, Jonathan Clements ,…

March 21, 2018bySteve Chen

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…

February 8, 2018bySteve Chen

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…

January 24, 2018bySteve Chen

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…

January 9, 2018bySteve Chen

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…

November 2, 2017bySteve Chen

Photo Credit: Steve Chen It’s been a very eventful few months across the country; we’ve had hurricanes, flooding, mass shootings and wildfires – every time I think that the pace of major events can’t go faster it seems to pick up even more. The one bright spot is that the stock market seems to climb…

October 5, 2017bySteve Chen

Blurry photo credit: Me Hi! This is Steve Chen. I’m the founder of NewRetirement and we’re reaching out to try to better engage with you so that we can learn from one another and use that knowledge to make NewRetirement better and build a community around our tools and content. Today we have about 300,000 people…

August 25, 2017bySteve Chen

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…

June 13, 2017bySteve Chen

Robyn Bri is 18 years old and just graduated from high school in Marin, CA. In some ways, she is an average high achieving kid. In another way, she is very remarkable. Although retirement is a long ways off for Bri, she has already saved over $85,000 by working part time jobs and investing. Yes,…

June 2, 2016bySteve Chen

During retirement, most expenses decrease on average. This includes housing, clothing and transportation. But there’s one expense that has been shown to increase and consume a large portion of older American’s incomes: health and Medicare cost. The share of the 75-plus population’s total spending that goes toward health care is 15.6 percent, which is nearly…

December 19, 2014bySteve Chen

If you are like most people facing the prospect of retirement, you are probably figuring out how to generate enough income for retirement that it will last as long as you need it to. This article will talk about two of the biggest strategies you have for generating retirement income: when and how you should…

June 23, 2014bySteve Chen

Many people are all too familiar with the past few years’ economic crisis, but fewer realize that there’s another, potentially worse dilemma looming: the retirement healthcare crisis. As the nation’s 78 million Baby Boomers head toward retirement age, federal budgets for Medicare and Social Security are expected to be strained. At the same time, many…

June 19, 2014bySteve Chen

Nearly three-quarters of grandparents think it’s important to help their grandchildren pay for college, according to new research from Fidelity Investments, but the ability to financially contribute to college education requires planning ahead. Many grandparents value college education and believe it’s an important component for providing young people with the best opportunity to succeed, indicates…

May 22, 2014bySteve Chen

When you’re planning for retirement, you’re often trying to determine the best mix of investments for your retirement portfolio. There’s no one-size-fits-all solution, and your planning process has to take into account your own particular situation and needs. One potential investment you may want to consider is a lifetime annuity, and there are a few…

May 21, 2014bySteve Chen

Have you recently retired without a comprehensive financial plan to take you through the coming years? It’s not too late to make one. A December 2013 survey from Fidelity found that more than half of Americans are at risk of not covering their essential expenses in retirement. PwC reported similar findings on its 2013 survey…

Author: Steve Chen

Podcast: Nobel Prize Winner Robert Merton on Fixing Retirement

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

Podcast: Ben Carlson Shares the Wealth (of Common Sense)

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

9 Powerful Insights from the Retirement Income Summit

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

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

NewRetirement Podcast: Investing Legend Bill Bernstein on the 5 Hurdles Between You and a Secure Retirement

Note from the Founder: The Why Behind NewRetirement

NewRetirement Podcast: Morgan Housel on How Millennials and a $30 Trillion Wealth Transfer May Change Our Future

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

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

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

Note From the Founder: Unknown Unknowns

A Note from the NewRetirement Founder, Stephen Chen

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

Meet the 18 Year Old Who Has More Retirement Savings than the Average 50 Year Old

6 Ways to Cover Your Medicare Cost in Retirement

There is a Retirement Healthcare Crisis: Be Prepared

Want to Pay for Your Grandchildren’s Education? Here’s How to Make it Happen

The 3 Reasons a Lifetime Annuity is the BEST Retirement Investment

It’s Not Too Late to Start Planning for Retirement

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