The Boldin Your Money Podcast

The Boldin Your Money Podcast

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.

Episodes

Nir Eyal: Beyond Belief - Why We Don’t Do What We Know We Should

July 1, 2026 • 51 mins

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: nirandfar.com/beyond-belief 
  • Website: http://nirandfar.com 
  • LinkedIn - https://www.linkedin.com/in/nireyal/ 
  • Instagram - http://instagram.com/nireyal 
  • Previous books: Hooked: geni.us/hooke...
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Paul Merriman: Evidence Based Investing

May 28, 2026 • 67 mins
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 about how the industry really works. Paul opens up about why he walked away from Wall Street in his 20s, how he accidentally built a $1.6 billion advisory firm, and why he gave it all up to focus on financial...
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Mark Miller: Social Security & Medicare, What’s Changing and What It Means for You

May 7, 2026 • 50 mins
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 shares his personal experience claiming both programs, explains why “later is better” for most Social Security claimants, and breaks down the trust fund depletion risk without the fear-mongerin...
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Erin Talks Money: Personal Finance for Real People

May 7, 2026 • 48 mins
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 grandmother to watching her mother lose financial control through a difficult divorce. Now reaching over 340,000 subscribers, Erin breaks down her philosophy that most people should DIY their finances well into the...
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Fiona Ma & David Teykaerts: What Happens Next for CalSavers?

February 5, 2026 • 47 mins
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 through the CalSavers program. Fiona shares her personal journey from the private sector into public service and explains the treasurer’s broader role as the state’s banker, overseeing investments, bonds,...
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David Bach: The Automatic Millionaire in an Automated World

January 22, 2026 • 56 mins
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 automation have helped millions accumulate wealth, but most retirees now delay spending their money until required minimum distributions, leaving trillions of dollars idle. He proposes a limited window allowing early r...
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Paula Pant: You Can Afford Anything, but Not Everything

December 18, 2025 • 55 mins
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 journalism deepened her approach to personal finance, why her audience is juggling more competing priorities than ever, and how rising uncertainty is shaping financial behavior. She and Steve discuss housing lock-in, geo-arbi...
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Katy Song: Money Confidence for Real Life

October 30, 2025 • 64 mins
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.” Katy shares her journey from investment banking to flat-fee financial planning, driven by a desire to help young families make smarter money decisions without needing large investable assets. The discuss...
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Real Retirement Stories: Leslie and Thomas Martin

October 23, 2025 • 38 mins
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 eventually built detailed retirement models using Boldin, holding regular “family finance” meetings to test scenarios and understand when and how they could retire. Those tools gave them peace of mind ...
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Caring for Parents, Planning for the Future with Beth Pinsker

October 9, 2025 • 51 mins
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 POAs/health proxies, creating real cash-flow and authorization crises when care starts. She describes the emotional and ethical knots (siblings, guilt) and how illiquid assets/annuity rules and ba...
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Real Retirement Stories: Andrea Solarz

October 9, 2025 • 29 mins
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 from her parents about saving and budgeting set her on the right path, later reinforced through self-education and following experts like Rob Berger, Christine Benz, and Andy Panko. She discusses using Boldin’s...
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Introducing Real Retirement Stories

September 18, 2025 • 22 mins
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 off his house, and helping his daughters graduate debt-free. He talks about the lessons he learned along the way—like starting early, sticking with it, and letting compounding work its magic. Mark also explain...
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What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud

August 21, 2025 • 66 mins
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 clarity, and personal growth. Jillian shares her journey from debt at age 19 to financial independence by 32, and how sabbaticals became a core part of her life rhythm. They explore how mini-retirements can be used not ju...
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Retired, Not Done: How Scott Garrett Took Control of His Financial Future

July 24, 2025 • 84 mins
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 teams, and why he and his wife decided to retire earlier than planned. After dealing with job stress from a company buyout and feeling like his work no longer aligned with his values, Scott realized he had saved eno...
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Money, Marriage, & Raising Financially Fit Kids

July 10, 2025 • 58 mins
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 saving, living on one income, and aligning money decisions with family goals. Andy shares how reaching “Coast FI” allowed his family to work less and enjoy life more, the importance of early financia...
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How Not To Invest - Avoiding Big Money Mistakes with Barry Ritholtz

May 29, 2025 • 72 mins
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 mistakes, tuning out media noise, and the value of humility and process in investing. The conversation covers tech's role in finance, behavioral biases, and how to build smarter, tax-efficient portfolios in a rapi...
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Flipping the Script

May 22, 2025 • 53 mins
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 by a mission to help his father and ultimately millions better understand retirement planning. With over 350 videos and 335K+ subscribers, Geoff offers powerful insights on financial literacy, Social Security, blind ...
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Millionaire Milestones: Building Wealth on Your Terms with Sam Dogen

May 8, 2025 • 52 mins
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...
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Five Years Later: White Coat Wisdom with Dr. Jim Dahle

May 1, 2025 • 44 mins
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 conte...
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Making Sense of Social Security

April 17, 2025 • 64 mins
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 advi...
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