Category: Podcast

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).

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.

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

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.

Steve and Roger discuss an agile process to truly rock retirement, not just survive it. Make the most of this period of life.

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…

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…

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…

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…

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…

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 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…

In podcast episode 39, Steve Chen and Jillian Johnsrud discuss mini-retirements and passive income.

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.…