In this episode of Boldin Your Money, Steve Chen connects with FinTech pioneer Mark Goines, the force behind TurboTax, Quicken, and Personal Capital. Mark reveals the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial services. Packed with insights on building impactful products, driving growth, and embracing change, this episode is a must-listen for anyone navigating money, technology, and the evolving financial world.

Steve Chen welcomes Christine Benz, Director of Personal Finance at Morningstar, to discuss her book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine shares practical strategies for retirement planning, including tax-efficient decumulation, dynamic spending, and the bucket approach for managing cash flow and investments. They also explore the importance of relationships, purpose, and staying socially engaged in retirement, along with tackling challenges like long-term care and financial fraud. Packed with actionable insights, this episode is a must-listen for anyone planning a secure and fulfilling retirement.

In this episode of the Boldin (formerly NewRetirement) podcast, Steve Chen interviews Fritz Gilbert, a former corporate executive and author of Keys to a Successful Retirement, who has been retired for six years. Fritz discusses his journey to retirement, emphasizing the importance of physical fitness, financial planning, and finding purpose post-retirement. He shares insights on maintaining a healthy lifestyle through activities like trail running and strength training, while managing finances with strategies like the bucket approach and delaying Social Security. Fritz highlights how the transition to retirement requires more than just financial preparation—it also demands planning for purpose and fulfillment. He encourages retirees to focus on what brings them joy, embrace curiosity, and live intentionally, fostering both personal and community connections for a rewarding retirement experience.

In this podcast episode, Steve Chen interviews Ryan Van Gorder from Opto Investments, discussing the rise and role of alternative investments. Ryan shares his journey from an accounting background to working in finance and technology, including his time at BlackRock. He explains how Opto Investments helps advisors confidently invest in private markets by providing advisor-aligned, efficient, and top-tier investment opportunities. The conversation covers the increasing accessibility and efficiency of private markets, the importance of diversification, and the evolving nature of liquidity. Ryan highlights Opto’s benefits from being part of the HC ecosystem and stresses the enduring value of human relationships in financial advice, enhanced by technology. The episode concludes with resources for further learning about private markets and a reminder to explore financial planning tools on NewRetirement.com.

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 to his role at New York Life, where he works on life insurance, annuities, and financial planning. Todd explains the role of actuaries in quantifying risks, particularly in life expectancy, and how actuarial science is evolving with new technologies like fitness trackers and data sharing. He touches on the implications of precise risk predictions on insurance and privacy concerns. The conversation also explores how insurance and annuities are integrated into retirement planning, the behavioral aspects of financial decisions in retirement, and the impact of technology on the insurance industry. Todd’s insights reveal the depth and complexity of financial planning and the critical role of insurance in managing long-term financial risks.

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 Americans are generally better prepared for retirement than commonly believed, emphasizing the substantial wealth embodied in Social Security benefits and the improvement in retirement plan structures over time.

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 financial planning, and the story behind the Motley Fool. They also touch on topics such as the 4% rule, retirement planning, and the importance of purpose in retirement. Robert emphasizes the need to think about what you want to do with the rest of your life and develop your human capital, including your ability to earn a paycheck, intellectual curiosity, and physical health. He also suggests considering opportunities beyond traditional retirement, such as continuing to work in a different capacity or pursuing new interests and skills.

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.to/3J35s13 (Amazon)

[44:35] Drive: The Surprising Truth About What Motivates Us by Daniel Pink https://amzn.to/3vAoDwa (Amazon)

[49:35] Rise Of Superman by Steven Kotle https://amzn.to/3J0RX23  (Amazon)

[50:02] Flow: The Psychology of Optimal Experience by Mihaly Csikszentmihalyi   https://amzn.to/4agYG3S  (Amazon)

[47:07] Gnar Country: Growing Old, Staying Rad by Steven Kotle https://amzn.to/3PKJ9Rz (Amazon)

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 control over finances, the importance of understanding money personality types, and the unique financial challenges faced by women.