This week, Jack Sharry talks with Stephen Chen, Founder & CEO of Boldin. Stephen is a classic entrepreneur who takes pride in creating innovative ways to help anyone achieve financial independence. He built the "TurboTax" for financial planning and has been creating platforms for SAAS, classes, coaching, and CFPs for consumers, advisors, and companies.

Stephen talks with Jack about how he makes retirement planning more accessible, collaborative, and user-friendly. He shares how he built a "TurboTax" for financial planning that resonates with DIY planners and high-net-worth individuals and how Boldin has evolved from a direct-to-consumer offering to a robust platform serving consumers, advisors, and large enterprises.

In this episode:

(00:00) - Intro

(01:39) - What Bolden does and why it matters

(03:12) - The growth in user adoption for financial planning

(06:23) - Stephen's career journey

(10:09) - Boldin's organic growth strategy

(13:14) - Stephen's plans and investment strategies

 (15:54) - Creating a collaborative platform for advisors

(18:10) - The role of AI in Boldin's operations

(20:51) - Using simulations to optimize financial actions

(23:13) - Steve's key takeaways

(24:050 - Steve's interests outside of work

Quotes

"We want anyone to be able to build their own financial plan and, through planning, get literate, make good decisions, hopefully take action, and achieve better outcomes in their life." ~ Stephen Chen

"If financial advisors are aging out, how do we bridge that gap? I think it's going to be technology enabling advisors to serve more people." ~ Stephen Chen

"AI is real, and it's amazing how fast it's changing and what's possible. It's shocking, and it's a little scary." ~ Stephen Chen

Links 

Stephen Chen on LinkedIn

Boldin

Charles Schwab

Wells Fargo

Salesforce

RTX

McKinsey

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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