The 53rd NewRetirement podcast. This time, Steve Chen is joined by guest Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past present and future of wealth management.

This episode was recorded in-studio with proper PPE equipped and ventilation.

Produced by Davorin Robison.

© 2021 NewRetirement Inc.

The 52nd NewRetirement podcast. This time, Steve Chen is joined by returning guest 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.

Produced by Davorin Robison.

© 2021 NewRetirement Inc.

The 51st NewRetirement podcast. This time, Steve Chen is joined by guest 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.

Produced by Davorin Robison.

© 2021 NewRetirement Inc.

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 retirement income planning.

Produced by Davorin Robison.

© 2020 NewRetirement Inc.

The 49th NewRetirement podcast. This time, Steve Chen is joined by guest Ashley Whillans — assistant professor at Harvard Business School and author of Time Smart — and discusses how to think about and value your scarcest resource, your time.

Produced by Davorin Robison.

© 2020 NewRetirement Inc.

The 48th NewRetirement podcast. This time, Steve Chen is joined by guest 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”

Produced by Davorin Robison.

© 2020 NewRetirement Inc.

The 47th NewRetirement podcast. This time, Steve Chen is joined by guest Steve Vernon — a writer and research scholar at the Stanford Center of Longevity — and discusses the Spend Safely in Retirement Strategy that Vernon came up with and, secondly, his new book, Don't Go Broke in Retirement.

Recording, editing done by Davorin Robison.

© 2020 NewRetirement Inc.

The  NewRetirement podcast. This time, Steve Chen is joined by guest Jerry Patterson — Principal Financial's senior vice president of workplace savings and retirement solutions — and discusses how to make the most of your 401(k), workforce savings trends, financial independence and retirement income.

Recording, editing done by Davorin Robison.

© 2020 NewRetirement Inc.

The 45th NewRetirement podcast. This time, Steve Chen is joined by guest 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: you don't need debt to do so.

Recording, editing done by Davorin Robison.

© 2020 NewRetirement Inc.

The 44th NewRetirement podcast. This time, Steve Chen is joined by guest Morgan Housel — a writer, former columnist at The Motley Fool and the Wall Street Journal, and a partner at the Collaborative Fund — and discusses Housel's new book, The Psychology of Money, timeless lessons on wealth, greed, and happiness, and his perspective on 2020. Housel is a returning guest, having been on the fourth podcast a few years ago, so having him on number 44 seems quite fitting. I hope you enjoy that little coincidence. It sure made my day.

Recording, editing done by Davorin Robison.

© 2020 NewRetirement Inc.