The most played episodes among Podcast App listeners.

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   Number 1: How AI Is Changing Personal Finance | With AI & Data Expert Subbiah Subramanian (Ep. 112)

   What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Subbiah Subramanian, VP of Product Management at Clearwater Analytics, to explore how technology is transforming wealth management, financial planning, and the advisor-client relationship. They discuss the recent Vanguard–Altruist acquisition, the growing advice gap, how AI can empower both advisors and consumers, and why the future of financial planning will likely combine intelligent technology with human expertise. Whether you're interested in retirement planning, fintech, or the future of AI in personal finance, this conversation offers valuable insights into where the industry is headed. Connect with Boldin:Build your retirement plan at Boldin.comWatch more retirement education and expert conversations on the Boldin YouTube channelFollow Boldin Your Money for weekly conversations on retirement, investing, financial planning, and the future of personal finance.

   September 01, 2026·51min
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   Number 2: Mark Miller: Social Security & Medicare, What’s Changing and What It Means for You

   In this episode, host Steve Chen sits down with Mark Miller — journalist, author, and retirement expert behind RetirementRevised.com — to unpack the biggest changes hitting Social Security and Medicare right now. Mark shares his personal experience claiming both programs, explains why “later is better” for most Social Security claimants, and breaks down the trust fund depletion risk without the fear-mongering. The conversation covers the real-world impact of DOGE-driven SSA staffing cuts, why traditional Medicare beats Medicare Advantage for most people, the landmark $2,000 Part D out-of-pocket cap, and the quiet Medicare Savings Program rollback buried in the “One Big Beautiful Bill.” Mark’s no-nonsense take: understand the rules, claim strategically, and shop your Medicare coverage every single year.

   May 07, 2026·51min
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   Number 3: The Future of Financial Advice Is Closer Than You Think | With Ed Williams & Michael Byram (Ep. 113)

   Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your Money, Steve Chen is joined by Ed Williams, Lead Financial Advisor at Boldin, and Michael Byram, Boldin's CTO and former engineering leader at Altruist, to discuss why this acquisition matters and how technology is reshaping the way people plan for retirement and manage their money. Together, they explore why traditional financial advice can't scale to meet growing demand, how AI is making both advisors and consumers more capable, and why the next generation of financial planning will be more personalized, proactive, and accessible than ever before. The conversation also covers the evolving role of financial advisors, flat-fee advice versus traditional AUM models, AI agents, automation, and why the future isn't about replacing human advisors—it's about combining human expertise with powerful technology to help more people make better financial decisions. Whether you're working with an advisor, managing your own finances, or simply curious about where AI is taking personal finance, this episode offers an inside look at where the industry is headed. To learn more about the Boldin Planner, visit boldin.com. You can also find full video episodes of Boldin Your Money on YouTube and subscribe wherever you get your podcasts. 🌐 Follow us on other social media channels:https://www.facebook.com/BoldinMoneyhttps://www.instagram.com/boldin.money/https://www.linkedin.com/company/boldinmoney/https://www.reddit.com/r/Boldin/https://www.pinterest.com/boldinmoney/https://x.com/BoldinMoney https://www.threads.com/@boldin.moneyhttps://bsky.app/profile/boldinmoney.bsky.social

   September 10, 2026·45min
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   Number 4: Erin Talks Money: Personal Finance for Real People

   Erin Moriarity, creator of the Erin Talks Money YouTube channel, joins Steve Chen to share the personal story behind her passion for financial independence — from investing at age eight alongside her Depression-era grandmother to watching her mother lose financial control through a difficult divorce. Now reaching over 340,000 subscribers, Erin breaks down her philosophy that most people should DIY their finances well into their 50s, how to build a retirement income plan anchored by guaranteed income floors, and why she's fiercely selective about partnerships. The episode wraps with a candid conversation on AI — how she's using it in her business, her content, and even to manage her own health.

   May 07, 2026·49min
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   Number 5: Paula Pant: You Can Afford Anything, but Not Everything

   In this episode of Boldin Your Money, Steve Chen catches up with Paula Pant, founder of Afford Anything to explore how her work and thinking have evolved. Paula shares how earning a graduate degree in economic journalism deepened her approach to personal finance, why her audience is juggling more competing priorities than ever, and how rising uncertainty is shaping financial behavior. She and Steve discuss housing lock-in, geo-arbitrage, and the growing value of human soft skills in an AI-driven world. Paula also breaks down her “Double-I FIRE” framework and explains why real estate, entrepreneurship, and empowered decision-making matter more than ever.

   December 18, 2025·56min
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