The NewRetirement Podcast
2,267 FOLLOWERS
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.
The NewRetirement Podcast
3w ago
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 ..read more
The NewRetirement Podcast
1M ago
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 advis ..read more
The NewRetirement Podcast
3M ago
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 ..read more
The NewRetirement Podcast
4M ago
Aperio Group
Transparent Investing by Patrick Geddes
Transparent Investing, the Electronic Version of the Book
Go to https://dl.bookfunnel.com/o1knw45b7t
Click “Get my book”
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.”
Go to your email inbox and open the email from BookFunnel
Click on the link in the email
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 ..read more
The NewRetirement Podcast
4M ago
In Episode 73 of the New Retirement Podcast, host Steve Chen welcomes Gary Danoff, Global Alliances Leader at Google and an Executive Coach, for an enlightening conversation on work, purpose, and financial literacy across generations. Gary shares his unique journey to new retirement, inspired by his son Jake, and delves into the significance of financial literacy, the impact of AI on society, and the importance of nurturing well-being in younger generations. The episode also explores Gary's approach to coaching and personal development, his insights on the evolving aspirations of younger worke ..read more
The NewRetirement Podcast
8M ago
Steve Chen is joined by guest David Chen — brother of a good friend of Steve's from high school and a member of our community — and discusses David’s story, some of the biggest lessons and insights from his journey around investing, and his plan for generating income for life. Plus what he learned about estate planning through dealing with his dad’s passing.
Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup
Produced by Davorin Robison & Steve Stewart.
© 2023 NewRetirement Inc ..read more
The NewRetirement Podcast
1y ago
The 71st NewRetirement podcast. This time, Steve Chen is joined by guest Eric Balchunas — Bloomberg Senior ETF Analyst & Funds Product Specialist — and discusses Eric’s book, The Bogle Effect, the Wealth Universe, ETFs, and the future of financial advice.
Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup
Produced by Davorin Robison & Brian Blaesing.
© 2023 NewRetirement Inc ..read more
The NewRetirement Podcast
1y ago
The 70th NewRetirement podcast. This time, Steve Chen is joined by guest Burton Malkiel — a legendary American economist and author of A Random Walk Down Wall Street — and discusses Professor Malkiel’s book and some of the biggest lessons from his life.
Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup
Produced by Davorin Robison & Brian Blaesing.
© 2023 NewRetirement Inc ..read more
The NewRetirement Podcast
1y ago
The 69th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Kuhn — former world-class plant manager and reliability leader, and current Financial Independence influencer on YouTube — and discusses Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.
Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup
Produced by Davorin Robison & Brian Blaesing.
© 2022 NewRetirement Inc ..read more
The NewRetirement Podcast
1y ago
The 68th NewRetirement podcast. This time, Steve Chen is joined once again by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses Doc G's new book, Taking Stock. This is Jordan Grumet's second round on our podcast and he’s also been gracious enough to invite us onto his What’s Up Next podcast.
Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup
Produced by Davorin Robison & Brian Blaesing.
© 2022 NewRetirement Inc ..read more