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The NewRetirement Podcast

Life

Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.

Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.

Location:

United States

Description:

Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.

Language:

English


Episodes

Brooke Southall: The Past, Present and Future of Wealth Management

2/11/2021
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.

Duration:00:59:45

Ben Carlson: Everything You Need to Know About Saving For Retirement

1/29/2021
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.

Duration:00:50:54

Melissa Fredette: Financial Independence via Real Estate

1/14/2021
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.

Duration:00:57:07

Dana Anspach: Retirement Income Planning

12/17/2020
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.

Duration:00:45:11

Ashley Whillans: The Value of Time

11/19/2020
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.

Duration:00:49:43

JL Collins: The Simple Path to Wealth

10/15/2020
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.

Duration:01:05:28

Steve Vernon: Don’t Go Broke In Retirement

9/24/2020
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.

Duration:00:48:39

Jerry Patterson: Making the most of your 401(k)

9/3/2020
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.

Duration:00:49:06

Alan Donegan: Journey to FI and Starting Companies

8/20/2020
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.

Duration:00:51:20

Morgan Housel: The Psychology of Money

8/6/2020
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...

Duration:00:55:54

Christine Benz: Morningstar & 25 years of personal finance

7/23/2020
The 43rd NewRetirement podcast. This time, Steve Chen is joined by guest Christine Benz — author and Morningstar's director of personal finance — and discusses the big financial and life lessons Benz has picked up over her 25-year career at Morningstar. They also talk about Benz's works, 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and also Morningstar's Guide to Mutual Funds: Five-Star Strategies for Success. Recording, editing done by Davorin Robison. © 2020...

Duration:00:52:01

Scott Migliori: A Professional Investor’s Guide to Early Retirement

6/25/2020
The 42nd NewRetirement podcast. This time, Steve Chen is joined by guest Scott Migliori — the former chief investment officer for U.S. Equities for Allianz Global Investors — and discusses Scott's decision to retire early, the investment landscape, and how he manages his money. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.

Duration:01:11:12

Glen Nakamoto: Building a Retirement Paycheck

5/28/2020
The 41st NewRetirement podcast. This time, Steve Chen is joined by guest Glen Nakamoto — retired cyber security analyst and financial planning enthusiast — and discusses how to build lifetime income with a retirement income floor. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.

Duration:00:54:21

Kevin Hanney: The Past, Present and Future of Pensions

5/14/2020
The fortieth NewRetirement podcast. This time, Steve Chen is joined by guest Kevin Hanney — the senior director of pension investments at United Technologies where he helps oversee about a hundred billion dollars in retirement plan assets — and discusses pensions, inflation, and the necessity to do away with dogmatism during the coronavirus pandemic. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.

Duration:01:01:40

Are Mini-Retirements Worth It?

4/29/2020
The thirty-ninth NewRetirement podcast. This time, Steve Chen is joined by guest Jillian Johnsrud — who is a speaker, writer, and teacher — and discusses mini retirements, passive income, lifestyle design, FIRE, and her life in Montana. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.

Duration:00:59:27

COVID-19 Special Episode: Effect on Commercial Real Estate

4/9/2020
The NewRetirement podcast. This time, Steve Chen is joined by guests Chris Tokarski, COVID-19 survivor and managing director at ACORE Capital, and Kurt Altvater, SVP at CBRE. They address COVID-19's impact on commercial real estate and offer the perspective of a lender in the on-going pandemic. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.

Duration:01:13:42

Doc G: Financial Independence's Impact on Health

3/31/2020
The thirty-seventh NewRetirement podcast. This time, Steve Chen is joined by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses financial independence from a health point of view. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.

Duration:00:54:13

David Stein: Money For the Rest of Us

2/26/2020
The thirty-sixth NewRetirement podcast. This time, Steve Chen is joined by guest David Stein — former institutional money manager and current world-class podcaster with 12 million downloads — and discusses safe draw-down rates, annuities, and the F.I.R.E movement. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.

Duration:01:01:09

Larry Swedroe: Strategic Wealth

1/23/2020
The thirty-fifth NewRetirement podcast. This time, Steve Chen is joined by guest Larry Swedroe —director of research for Buckingham Strategic Wealth — and discusses his new book and what he's learned helping people plan for their future over his 20 plus year career in financial services and wealth management. Recording, editing done by Davorin Robison. © 2020 NewRetirement Inc.

Duration:01:07:38

Scott Rieckens: Playing with FIRE

12/30/2019
The thirty-fourth NewRetirement podcast. This time, Steve Chen is joined by guest Scott Rieckens — two-time Emmy-nominated filmmaker and F.I.R.E. enthusiast — and discusses Scott's new documentary: Playing with FIRE. Recording, editing done by Davorin Robison. © 2019 NewRetirement Inc.

Duration:00:58:38