The NewRetirement Podcast

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Steve Chen
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Investing Business Education Health & Fitness
Audience & Performance Metrics
2.8K - 4.7K listeners Neutral 4.4 rating 188 reviews 94 episodes USA
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30s Ad: $109 - $132 60s Ad: $128 - $150 CPM Category: Business
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At Boldin, formerly NewRetirement, our mission is to empower everyone to plan and manage their retirement, enabling them to make the most of their money and time. Our podcast explores topics like money, purpose, meaning, lifestyle, and health, featuring insightful interviews designed to help you maximize your life. To dive deeper, we offer “the best” free retirement planning tool and a wealth of valuable resources on these topics, all available at Boldin.com.

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on The NewRetirement Podcast.

Hosts

Steve Chen

Previous Guests

Sam Dogen
Sam Dogen, known as the Financial Samurai, is a personal finance expert and author who transitioned from a successful career on Wall Street to achieving financial independence. He is the founder of the Financial Samurai blog, which started as a cathartic outlet and evolved into a significant income source and community. Sam's insights focus on wealth-building strategies, the importance of aligning financial goals with personal values, and the impact of market dynamics on personal finance. He has authored the book 'Millionaire Milestones' and frequently discusses topics such as real estate investment, risk management, and the role of artificial intelligence in finance.
Dr. Jim Dahle
Dr. Jim Dahle is a physician and the founder of The White Coat Investor, a platform dedicated to helping doctors and other high-income professionals manage their finances. He is known for his expertise in personal finance, investing, and wealth management, particularly for those in the medical field. Dr. Dahle has authored several books and articles on financial literacy and has been a prominent voice in advocating for better financial education among healthcare professionals.
Devin Carroll
Devin Carroll is a financial advisor and YouTube creator known for his work on Social Security Intelligence. He authored the book 'Social Security Basics' and has transitioned from a tire salesman to a financial planner. His mission revolves around educating the public on Social Security and financial planning, leveraging media to reach millions and build trust in the financial advisory space.
Leisa Peterson
Leisa Peterson is a financial coach and author of 'The Mindful Millionaire'. She advocates for financial mindfulness and has a personal journey that includes growing up in a financially unstable household. Leisa has become a successful financial expert, entrepreneur, and coach, focusing on the impact of scarcity mindset and the importance of financial confidence in achieving financial independence.
Mike Himmelfarb
Mike Himmelfarb is a finance and technology expert known for his conservative, index-focused investment approach. He has extensive experience navigating market volatility and provides insights into economic strategies and personal finance. His background includes a strong understanding of macroeconomic trends and their impact on global markets.

Topics Discussed

financial independence wealth-building real estate money mindset compounding risk tolerance AI in content creation passive income early retirement life money purpose investing philosophy wealth estate planning content creation AI Social Security financial advice Social Security reform trust in a digital world education advisory firm AI in planning Money Mindfulness Mastery Financial coaching Financial independence Scarcity mindset Financial confidence tariffs markets macro economy global markets economic strategy personal finance market correction investment approach stagflation geopolitical tension long-term planning diversification automation immigration

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Profile Info

@boldin.money
Boldin (formerly NewRetirement)

Account Stats

Followers: 963
Posts: 182

Account Status

Account Type: Business
Privacy: Public

Biography

Boldin (formerly NewRetirement) is your financial confidence platform.
💸 Planner tools
🎓 Financial education
⭐ Community and support

Links

https://linkin.bio/boldinmoney

Episodes

Here's the recent few episodes on The NewRetirement Podcast.

0:00 52:39

Millionaire Milestones: Building Wealth on Your Terms with Sam Dogen

Hosts
Steve Chen
Guests
Sam Dogen
Keywords
financial independence wealth-building real estate money mindset compounding risk tolerance AI in content creation passive income early retirement
In this episode of Boldin Your Money, host Steve Chen welcomes back Sam Dogen, the Financial Samurai, to discuss his journey from Wall Street to financial independence, and his latest book, Millionaire Milestones. Sam shares hard-earned insights from his early career in finance, the emotional and financial toll of market downturns, and how he transformed a cathartic blog into a thriving income source and community. The conversation explores the power of compounding, the value of real estate in wealth-building, risk tolerance, money mindset, and why aligning financial goals with personal values is crucial. Sam also dives into how AI is shaping the future of content creation and wealth strategy, both as a tool and a hedge.

Whether you're starting your financial journey or refining your path to early retirement, this episode offers rich takeaways on how to invest with intention, build passive income, and live a life of purpose and autonomy.
0:00 44:56

Five Years Later: White Coat Wisdom with Dr. Jim Dahle

Hosts
Steve Chen
Guests
Dr. Jim Dahle
Keywords
life money purpose investing philosophy wealth estate planning content creation AI
In this episode, host Steve Chen reconnects with Dr. Jim Dahle, founder of The White Coat Investor, to reflect on life, money, and purpose five years after their first conversation. Jim shares the impact of a serious 2024 climbing accident, how it shaped his perspective on aging, balance, and living with intention. They dive into investing philosophy, simplifying wealth, estate planning for kids, and the challenges of being a content creator in the age of AI. The episode blends financial wisdom with personal insight, showing how resilience and purpose evolve with experience.
0:00 1:04:48

Making Sense of Social Security

Hosts
Steve Chen
Guests
Devin Carroll
Keywords
Social Security financial advice Social Security reform trust in a digital world education content creation advisory firm AI in planning
In this episode of Boldin Your Money, host Steve Chen sits down with financial advisor and YouTube creator Devin Carroll, the mind behind Social Security Intelligence and the book Social Security Basics. Devin shares his journey from tire salesman to financial planner, and how a curiosity about Social Security turned into a mission—and a media platform reaching millions. The conversation covers the evolution of financial advice, Social Security reform, building trust in a digital world, and why education is the foundation of confidence. Devin also opens up about how he uses content to grow his advisory firm and what the future of planning, media, and AI means for both advisors and everyday savers.
0:00 51:43

Women’s Month Special - Money, Mindfulness & Mastery

Hosts
Steve Chen
Guests
Leisa Peterson
Keywords
Money Mindfulness Mastery Financial coaching Financial independence Scarcity mindset Financial confidence
In this episode of Boldin Your Money, host Steve Chen welcomes Leisa Peterson, a financial coach, author of The Mindful Millionaire, and advocate for financial mindfulness. Leisa shares her personal journey from growing up in a financially unstable household to becoming a successful financial expert, entrepreneur, and coach. She discusses the impact of scarcity mindset, the importance of financial confidence, and how personal experiences—both triumphs and tragedies—shaped her path toward financial independence.
0:00 51:58

Tariffs, Markets & The Macro Story

Hosts
Steve Chen
Guests
Mike Himmelfarb
Keywords
tariffs markets macro economy global markets economic strategy personal finance market correction investment approach stagflation geopolitical tension long-term planning diversification automation immigration
In this episode of Boldin Your Money, host Steve Chen and guest Mike Himmelfarb unpack the newly announced "Liberation Day" tariffs and their sweeping impact on global markets, economic strategy, and personal finance. Recorded just days after a sharp market correction, the discussion blends macroeconomic insight with practical, real-world investing perspectives. Mike shares his background in finance and tech, and how his conservative, index-focused investment approach helps him navigate market volatility. The conversation explores the rationale behind the tariffs—including revenue generation, trade imbalances, and national security—as well as the risks of stagflation, geopolitical tension with China, and broader economic uncertainty. Together, they emphasize the importance of long-term planning, emotional discipline, diversification, and critical thinking in times of change. With insights on everything from debt refinancing to the role of automation and immigration in America’s future, the episode offers a thoughtful, grounded take on a complex moment in economic history.

Ratings

Global:
4.4 rating 188 reviews

USA

4.4 ratings 178 reviews

Canada

4.4 ratings 7 reviews

Australia

5.0 ratings 3 reviews

UK

0.0 ratings 0 reviews

Ireland

0.0 ratings 0 reviews

New Zealand

0.0 ratings 0 reviews

Singapore

0.0 ratings 0 reviews

South Africa

0.0 ratings 0 reviews