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The NewRetirement Podcast

Steve Chen & Davorin Robison

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.

  • 42 minutes 2 seconds
    Intentional Retirement Living with Fritz Gilbert
    In this episode of the Boldin (formerly NewRetirement) podcast, Steve Chen interviews Fritz Gilbert, a former corporate executive and author of Keys to a Successful Retirement, who has been retired for six years. Fritz discusses his journey to retirement, emphasizing the importance of physical fitness, financial planning, and finding purpose post-retirement. He shares insights on maintaining a healthy lifestyle through activities like trail running and strength training, while managing finances with strategies like the bucket approach and delaying Social Security. Fritz highlights how the transition to retirement requires more than just financial preparation—it also demands planning for purpose and fulfillment. He encourages retirees to focus on what brings them joy, embrace curiosity, and live intentionally, fostering both personal and community connections for a rewarding retirement experience.
    19 September 2024, 7:00 pm
  • 45 minutes 26 seconds
    Financing the Future: Empowering the Next Generation with Tim Ranzetta

    Next Gen Personal Finance

    8 August 2024, 3:00 pm
  • 46 minutes 55 seconds
    Exploring the Changing World of Alternative Investments with Ryan VanGorder
    In this podcast episode, Steve Chen interviews Ryan Van Gorder from Opto Investments, discussing the rise and role of alternative investments. Ryan shares his journey from an accounting background to working in finance and technology, including his time at BlackRock. He explains how Opto Investments helps advisors confidently invest in private markets by providing advisor-aligned, efficient, and top-tier investment opportunities. The conversation covers the increasing accessibility and efficiency of private markets, the importance of diversification, and the evolving nature of liquidity. Ryan highlights Opto’s benefits from being part of the HC ecosystem and stresses the enduring value of human relationships in financial advice, enhanced by technology. The episode concludes with resources for further learning about private markets and a reminder to explore financial planning tools on NewRetirement.com.
    19 July 2024, 6:09 pm
  • 44 minutes 54 seconds
    The role of insurance in financial planning - a conversation with New York Life
    In this podcast episode from NewRetirement, Todd Taylor, the newly appointed head of Life Insurance Solutions at New York Life, shares his career journey from actuary to executive. He discusses his early interest in math and economics, leading to his role at New York Life, where he works on life insurance, annuities, and financial planning. Todd explains the role of actuaries in quantifying risks, particularly in life expectancy, and how actuarial science is evolving with new technologies like fitness trackers and data sharing. He touches on the implications of precise risk predictions on insurance and privacy concerns. The conversation also explores how insurance and annuities are integrated into retirement planning, the behavioral aspects of financial decisions in retirement, and the impact of technology on the insurance industry. Todd’s insights reveal the depth and complexity of financial planning and the critical role of insurance in managing long-term financial risks.
    11 July 2024, 3:00 pm
  • 1 hour 2 minutes
    Is There Really a Retirement Crisis? Examining Social Security
    In this podcast episode, Andrew Biggs, an expert in retirement economics, discusses the perceived retirement crisis in America, challenging the notion by presenting data on Social Security and private retirement savings. He argues that Americans are generally better prepared for retirement than commonly believed, emphasizing the substantial wealth embodied in Social Security benefits and the improvement in retirement plan structures over time.
    20 June 2024, 10:00 pm
  • 42 minutes 23 seconds
    Wealth & Wisdom with Robert Brokamp
    In this episode of the NewRetirement Podcast, Steve Chen interviews Robert Brokamp, a certified financial planner and key figure at the Motley Fool. They discuss Robert's journey in the financial sector, the valuable lessons he's learned about financial planning, and the story behind the Motley Fool. They also touch on topics such as the 4% rule, retirement planning, and the importance of purpose in retirement. Robert emphasizes the need to think about what you want to do with the rest of your life and develop your human capital, including your ability to earn a paycheck, intellectual curiosity, and physical health. He also suggests considering opportunities beyond traditional retirement, such as continuing to work in a different capacity or pursuing new interests and skills.
    10 May 2024, 5:40 pm
  • 57 minutes 2 seconds
    Unlocking the Future: Dr. Jordan Hutchison’s Vision

    RFG Advisory

    [32:54] The Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy https://amzn.to/3xhWKtk (Amazon)

    [38:36] Finding Flow: The Psychology of Engagement with Everyday Life by Mihaly Csikszentmihalyi  https://amzn.to/3J35s13 (Amazon)

    [44:35] Drive: The Surprising Truth About What Motivates Us by Daniel Pink https://amzn.to/3vAoDwa (Amazon)

    [49:35] Rise Of Superman by Steven Kotle https://amzn.to/3J0RX23  (Amazon)

    [50:02] Flow: The Psychology of Optimal Experience by Mihaly Csikszentmihalyi   https://amzn.to/4agYG3S  (Amazon)

    [47:07] Gnar Country: Growing Old, Staying Rad by Steven Kotle https://amzn.to/3PKJ9Rz (Amazon)

    19 April 2024, 3:59 pm
  • 52 minutes 8 seconds
    Rising Above the Money Fog with Mikelann Valterra
    In this episode of the NewRetirement Podcast, host Steve Chen and guest Mikelann Valterra, a master money coach, explore the concept of "money fog" and its impact on financial decision-making. They discuss strategies for gaining clarity and control over finances, the importance of understanding money personality types, and the unique financial challenges faced by women.
    29 March 2024, 3:00 pm
  • 47 minutes 10 seconds
    Scaling Financial Education: A Conversation with Cody Garrett
    In this episode of the NewRetirement Podcast, Steve Chen interviews Cody Garrett, a dedicated advice-only financial planner and educator. Cody shares his journey from being a musician to becoming a financial planner and educator. He discusses his passion for empowering DIY investors and his focus on building comprehensive financial plans and providing personalized education. Cody also talks about his three businesses: Measure Twice Money (free education for consumers), Measure Twice Financial (his financial planning firm), and Measure Twice Planners (an educational platform for financial advisors). He emphasizes the importance of clarity and intentionality in financial planning and the need for personalized education and advice. Cody believes that the future of financial planning lies in empowering individuals to create their own financial plans and using technology and AI to provide guidance and ask better questions. He also highlights the role of financial advisors as arrangers and orchestrators rather than conductors. Overall, Cody envisions a future where financial planning is accessible to everyone and individuals have the tools and knowledge to make well-informed decisions about their finances.
    6 March 2024, 5:15 pm
  • 54 minutes 50 seconds
    Financial Wellbeing: A Holistic Approach with Brian Portnoy on Shaping Wealth

    Shaping Wealth

    The Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy: https://amzn.to/48snjJL (Amazon)

    How I Invest Money: Finance Experts Reveal How They Save, Spend and Invest by Brian Portnoy https://amzn.to/3SncdA9 (Amazon)

    The Investor's Paradox: The Power of Simplicity in a World of Overwhelming Choice by Briand Portnoy https://amzn.to/48KiFqY (Amazon)

    23 January 2024, 6:00 pm
  • 1 hour 11 minutes
    Aperio - Unveiling Financial Innovations and Ethics

    Aperio Group

    Transparent Investing by Patrick Geddes

    Transparent Investing, the Electronic Version of the Book

    1. Go to https://dl.bookfunnel.com/o1knw45b7t
    2. Click “Get my book”
    3. Enter your email address and click the box “I understand that I’m signing up for Patrick Geddes’s email newsletter, and I’m free to unsubscribe at any time.”
    4. Go to your email inbox and open the email from BookFunnel
    5. Click on the link in the email
    6. Click “GET MY BOOK” and select the type of device on which you want to read the book. To read in a browser, click first on “Start reading in your browser.”

    Transparent Investing, the Online Course

    1. Go to https://patrickgeddes.co/product/transparent-investing-the-course/
    2. Click on Buy Now
    3. In the “Apply coupon” field, enter FREECOURSE
    4. Click on the “Apply coupon” button
    5. If the total cost net of coupon shows as $0.00, then proceed to step 6. If the total amount still shows $19.95, you need to enter the coupon again, exactly as spelled out in step 3, making sure to use all capital letters. Do not enter a credit card number if you want to avoid getting charged. Proceed only if the Total shows $0.00.
    6. Click “Proceed to checkout”
    7. Enter your name and contact information. A functional email address is required to get access to the course.
    8. Click “Place order”

    At the very beginning of the course, participants have the option of getting a free electronic version of the book.

    4 January 2024, 10:00 pm
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