Scaling Financial Education: A Conversation with Cody Garrett
The NewRetirement Podcast
by CodyGarret, NewRetirement, SteveChen, MeasureTwiceMoney
1w 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
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Financial Wellbeing: A Holistic Approach with Brian Portnoy on Shaping Wealth
The NewRetirement Podcast
by Steve Chen, Brian Portnoy
1M 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
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Aperio - Unveiling Financial Innovations and Ethics
The NewRetirement Podcast
by Steve Chen, Paul Solli, Patrick Geddes
2M 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
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Gary Danoff on Work, Purpose, Financial Planning, and Literacy Across Generations
The NewRetirement Podcast
by Gary Danoff, NewRetirement, Steve Chen
3M 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
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David Chen: Early Retirement & Key Lessons from a Community Member
The NewRetirement Podcast
by David Chen, Davorin Robison, Steve Chen
7M 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
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Eric Balchunas: The Bogle Effect
New Retirement Podcast
by Eric Balchunas, Davorin Robison, Steve Chen, Brian Blaesing
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
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Burton Malkiel: A Random Walk Down Wall Street, 50 Years Later
The NewRetirement Podcast
by Burton Malkiel, Steve Chen, Davorin Robison, Brian Blaesing
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
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Joe Kuhn: Tools to Decide When It Is Safe to Retire
The NewRetirement Podcast
by Joe Kuhn, Brian Blaesing, Steve Chen, Davorin Robison
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
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Doc G: DiverseFI and Regret Minimization
The NewRetirement Podcast
by Brian Blaesing, Steve Chen, Davorin Robison, Doc G
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
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Financial Samurai: Buy This, Not That
The NewRetirement Podcast
by Steve Chen & Davorin Robison
1y ago
The 67th NewRetirement podcast. This time, Steve Chen is joined by guest Sam Dogen — a  popular OG FIRE blogger and author — and discusses Sam’s new book, Buy This, Not That: How To Spend Your Way To Wealth And Freedom. BTNT aims to help you achieve financial freedom sooner and it helps you tackle some of life's biggest dilemmas in a rational 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
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