Episode 21 of the NewRetirement podcast is an interview with Dr. Jim Dahle — a hockey playing emergency room doctor based in Salt Lake City Utah who runs White Coat Investor in his spare time. We dive into personal finance and retirement issues like how do you know if you’ve saved enough, what’s a safe…
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Episode 20 of the NewRetirement podcast is an interview with Rick Ferri — CFA, author, and founder of Core-4 — and discusses Ferri’s perspective on investing and the future of financial advice after being in the industry for three decades. They address the difference between investing strategy and investing philosophy, advisors as legal fiduciaries and…
Episode 19 of the NewRetirement podcast is an interview with Jesse Mecham — the founder of You Need a Budget, a CrossFit/PowerLifter and generally strong guy. We discuss why budgeting is a powerful life altering tool for him and their users, how they got started and what’s unique about how they educate people and build…
Episode 18 of the NewRetirement podcast is an interview with Annie Duke — a best selling author, public speaker and former world champion poker professional. We discuss her new book Thinking in Bets which focuses on decision making, beliefs and learning when you have imperfect information through the lens of what she has learned at…
Nate Lawrie was an All American at Yale and then played professional football for 8 years. After retirement from the NFL, he reinvented himself as an entrepreneur. Find out what Nate learned from football and how he applies those lessons to his transition from professional sports to his new business. Listen Now: Don’t miss out…
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…
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…
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…
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…
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…
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….
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…
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…
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…
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….
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…
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…
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…
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…
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…
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…
