Steve Chen
The NewRetirement PodcastEpisodes
Episodes of The NewRetirement Podcast
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In this podcast episode from NewRetirement, Todd Taylor, the newly appointed head of Life Insurance Solutions at New York Life, shares his career journey from actuary to executive. He discusses his early interest in math and economics, leading
In this podcast episode, Andrew Biggs, an expert in retirement economics, discusses the perceived retirement crisis in America, challenging the notion by presenting data on Social Security and private retirement savings. He argues that American
In this episode of the NewRetirement Podcast, Steve Chen interviews Robert Brokamp, a certified financial planner and key figure at the Motley Fool. They discuss Robert's journey in the financial sector, the valuable lessons he's learned about
RFG Advisory[32:54] The Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy https://amzn.to/3xhWKtk (Amazon)[38:36] Finding Flow: The Psychology of Engagement with Everyday Life by Mihaly Csikszentmihalyi https://amzn
In this episode of the NewRetirement Podcast, host Steve Chen and guest Mikelann Valterra, a master money coach, explore the concept of "money fog" and its impact on financial decision-making. They discuss strategies for gaining clarity and con
In this episode of the NewRetirement Podcast, Steve Chen interviews Cody Garrett, a dedicated advice-only financial planner and educator. Cody shares his journey from being a musician to becoming a financial planner and educator. He discusses h
Shaping WealthThe Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy: https://amzn.to/48snjJL (Amazon)How I Invest Money: Finance Experts Reveal How They Save, Spend and Invest by Brian Portnoy https://amzn.to/3SncdA9
Aperio GroupTransparent Investing by Patrick GeddesTransparent Investing, the Electronic Version of the BookGo to https://dl.bookfunnel.com/o1knw45b7tClick “Get my book”Enter your email address and click the box “I understand that I’m signing u
In Episode 73 of the New Retirement Podcast, host Steve Chen welcomes Gary Danoff, Global Alliances Leader at Google and an Executive Coach, for an enlightening conversation on work, purpose, and financial literacy across generations. Gary shar
Steve Chen is joined by guest David Chen — brother of a good friend of Steve's from high school and a member of our community — and discusses David’s story, some of the biggest lessons and insights from his journey around investing, and his pla
The 71st NewRetirement podcast. This time, Steve Chen is joined by guest Eric Balchunas — Bloomberg Senior ETF Analyst & Funds Product Specialist — and discusses Eric’s book, The Bogle Effect, the Wealth Universe, ETFs, and the future of financ
The 70th NewRetirement podcast. This time, Steve Chen is joined by guest Burton Malkiel — a legendary American economist and author of A Random Walk Down Wall Street — and discusses Professor Malkiel’s book and some of the biggest lessons from
The 69th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Kuhn — former world-class plant manager and reliability leader, and current Financial Independence influencer on YouTube — and discusses Joe’s journey to financial ind
The 68th NewRetirement podcast. This time, Steve Chen is joined once again by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses Doc G's new book, Taking Stock. This is Jordan Grumet's s
The 67th NewRetirement podcast. This time, Steve Chen is joined by guest Sam Dogen — a popular OG FIRE blogger and author — and discusses Sam’s new book, Buy This, Not That: How To Spend Your Way To Wealth And Freedom. BTNT aims to help you ac
The 66th NewRetirement podcast. This time, Steve Chen is joined by guest Andre Nader — Product Growth Manager at Meta and writer at FAANG FIRE on substack — and discusses “What is Enough” and also touches on a cool tool he built to help people
The 65th NewRetirement podcast. This time, Steve Chen is joined by guest Jeff Rose — founder of the Good Financial Cents blog, the Wealth Hacker YouTube channel, author of “Soldier of Finance,” and CFP — and discusses why financial control & in
The 64th NewRetirement podcast. This time, Steve Chen is joined by guest Cullen Roche — Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds — and discusses inflation risk & investing for retirement and takes some
The 63rd NewRetirement podcast. This time, Steve Chen is joined by guest David Blanchett — Managing Director and Head of Retirement Research for PGIM DC Solutions — and discusses retirement income and goes over some listener questions.Try out t
The 62nd NewRetirement podcast. This time, Steve Chen is joined by guest Mike Piper — CPA, author, and creator of the Open Social Security and the Oblivious Investor websites — and discusses Social Security planning, Roth conversions, and retir
The 61st NewRetirement podcast. This time, Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group. Given that our users have about 70% of their investable assets in qualified s
The 60th NewRetirement podcast. This time, Steve Chen is joined by guest Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — and discusses tax and legacy planning as well as what are and how to use Donor A
The 59th NewRetirement podcast. This time, Steve Chen is joined by guest 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.Try out the NewRetir
The 58th NewRetirement podcast. This time, Steve Chen is joined by guest Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group, where he was CEO from 1996 to 2008 — and discusses what it was like growing Vanguard, key less
The 57th NewRetirement podcast. This time, Steve Chen is joined by guest Peter Leyden — an author, entrepreneur, and public speaker — and discusses what the next 30 years might bring us and how that could impact our lives and the lives of futur
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