business
Hosted by Steve Chen · business · EN · 114 episodes
Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter. Each episode features expert interviews and actionable insights on topics like retirement income strategies, Social Security planning, saving for retirement after 50, and creating a fulfilling life after work. Ready to start your journey? Explore the best free retirement planning tool and a library of financial resources at Boldin.com — and take the first step toward financial independence and a well-lived life.
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Contact path
Verified email
Booking probability
35%
Guest openness
Selective
Sign up to generate a grounded pitch for The Boldin Your Money Podcast.
Signup to Generate a PitchWelcome to the Boldin Podcast, your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter.
The Boldin Your Money Podcast is hosted by Steve Chen. The show has published 114 episodes to date.
Recent episodes include "Retirement Planning's Hidden Tradeoffs | With Jesse Cramer (Ep. 114)" (1 October 2026, 50 minutes), "The Future of Financial Advice Is Closer Than You Think | With Ed Williams & Michael Byram (Ep. 113)" (10 September 2026, 44 minutes), and "How AI Is Changing Personal Finance | With AI & Data Expert Subbiah Subramanian (Ep. 112)" (1 September 2026, 50 minutes).
The Boldin Your Money Podcast publishes roughly every two weeks, with episodes averaging 53 minutes across 114 episodes.
Booking probability for The Boldin Your Money Podcast is 35%, and the host is rated Selective on guests. The Boldin Your Money Podcast requires a Pod Score of 80 or higher. The Boldin Your Money Podcast's contact route on record: verified email.
The strongest fits for The Boldin Your Money Podcast are Investing & Wealth Management. The Boldin Your Money Podcast has a business audience.
Steve Chen hosts The Boldin Your Money Podcast, a business show with 114 episodes published.
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Episode #114
Building a retirement plan means balancing financial security with the life you want to live. Steve Chen sits down with fee-only fiduciary financial planner Jesse Cramer, host of Personal Finance for Long-Term Investors...
Episode #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...
The Boldin Your Money Podcast
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...
Episode #111
Here's Where to Find Nir: ⬇️ Purchase Beyond Belief: geni.us/beyondbelief Free belief change guide: www.nirandfar.com/beyond-belief-live Bonus content and the 30-Day Belief Transformation Journal...
Episode #110
Paul Merriman — nationally recognized authority on index investing and one of the most trusted voices in evidence-based investing — joins Steve Chen to share what nearly six decades in financial services taught him...
Episode #108
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...
Episode #109
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...
Episode #107
In this episode of Boldin Your Money, host Steve Chen sits down with California State Treasurer Fiona Ma and CalSavers Executive Director David Teykaerts to explore how California is tackling the retirement savings gap...
Episode #106
David Bach joins Steve Chen to discuss the evolution of The Automatic Millionaire and his newest idea, the IRA Flat Tax, which aims to rethink how Americans use their retirement savings. Bach explains that decades of...
Episode #105
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...
Episode #104
In this episode of Boldin Your Money, host Steve Chen sits down with Katy Song, a Certified Financial Planner based in Mill Valley, to explore how modern families can achieve financial confidence and “work optionality.”...
Episode #103
Leslie and Thomas Martin share how years of consistent saving and do-it-yourself planning helped them confidently retire early and enjoy life on their own terms. Starting with the classic “save 10%” rule, they...
Episode #101
Beth Pinsker CFP®, MarketWatch columnist, and author of My Mother’s Money explains how caring for her mom exposed the gap between “knowing” and “doing” estate/care plans. Only ~30% have wills; even fewer have...
Episode #102
In this episode of Boldin Your Money, host Steve Chen talks with Andrea Solarz, a Boldin community member from Arlington, Virginia, about her lifelong journey to financial independence. Andrea shares how early lessons...
Episode #100
In the 100th episode of Boldin Your Money, host Steve Chen chats with community member Mark Eakle about his real-life money journey. Mark shares how he went from relying on pensions to taking charge with 401(k)s, paying...
Episode #99
In this episode of Boldin Your Money, Steve Chen talks with Jillian Johnsrud, author of Retire Often, about how taking intentional career breaks, what she calls mini-retirements can lead to greater freedom, career...
Episode #98
In this episode of Boldin Your Money, Steve Chen chats with Scott Garrett, a retired software engineer and active member of the Boldin community. Scott talks about how he went from selling forklift parts to leading tech...
Episode #97
In this episode of Boldin Your Money, Steve Chen talks with Andy Hill, creator of Marriage, Kids and Money, about Andy’s journey from having a negative net worth to achieving financial independence through intentional...
Episode #96
In this episode of Boldin Your Money, Steve Chen talks with Barry Ritholtz about his journey from law to leading a $6B wealth management firm. They discuss Barry’s book How Not to Invest, focusing on avoiding common...
Episode #95
In this episode of Boldin Your Money, Steve Chen sits down with Geoff Schmidt, the creator behind the wildly popular YouTube channel Holy Schmidt. Geoff shares his inspiring journey from Wall Street to YouTube, sparked...
Recent guests on The Boldin Your Money Podcast. Study who booked and why before you pitch.
host of Sound Investing, AskPaul
former Vice President of High Performance Leadership at Chick-fil-A, Centre for Cardiovascular Science at the University of Edinburgh
California State Treasurer, California State Treasurer
author of The Automatic Millionaire, IMD
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