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  • Side Gigs and Millennial Money Tips with Kyle Taylor

    Side Gigs and Millennial Money Tips with Kyle Taylor
    2018/09/06

    The fifteenth NewRetirement podcast. This time, Steve Chen is joined by guest Kyle Taylor — founder & CEO of The Penny Hoarder — and discusses side gigs and millennial money tips.

    Recording, editing done by Davorin Robison.

    © 2018 NewRetirement Inc.
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    49 分
  • Mark Miller: Social Security & Medicare, What’s Changing and What It Means for You

    Mark Miller: Social Security & Medicare, What’s Changing and What It Means for You
    2026/05/07
    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-mongering. The conversation covers the real-world impact of DOGE-driven SSA staffing cuts, why traditional Medicare beats Medicare Advantage for most people, the landmark $2,000 Part D out-of-pocket cap, and the quiet Medicare Savings Program rollback buried in the “One Big Beautiful Bill.” Mark’s no-nonsense take: understand the rules, claim strategically, and shop your Medicare coverage every single year.
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    50 分
  • Rising Above the Money Fog with Mikelann Valterra

    Rising Above the Money Fog with Mikelann Valterra
    2024/03/29
    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.
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    52 分
  • Doug Nordman: Military Retirement Benefits

    Doug Nordman: Military Retirement Benefits
    2019/08/24

    The thirtieth NewRetirement podcast. This time, Steve Chen is joined by guest Doug Nordman — author and founder of The Military Guide — and discusses what life is like being financially independent and how Doug got there by being smart on military retirement benefits.

    Recording, editing done by Davorin Robison.

    © 2019 NewRetirement Inc.
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    1 時間 6 分
  • Michael Batnick: Big Mistakes

    Michael Batnick: Big Mistakes
    2018/10/01

    The sixteenth NewRetirement podcast. This time, Steve Chen is joined by guest Michael Batnick — Director of Research at Ritholtz Wealth Management and author of Big Mistakes — and discusses why investing is hard even for a world-class expert.

    Recording, editing done by Davorin Robison.

    © 2018 NewRetirement Inc.
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    48 分
  • Living with Intention: Insights from Christine Benz on Retirement Success

    Living with Intention: Insights from Christine Benz on Retirement Success
    2024/12/05
    Steve Chen welcomes Christine Benz, Director of Personal Finance at Morningstar, to discuss her book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine shares practical strategies for retirement planning, including tax-efficient decumulation, dynamic spending, and the bucket approach for managing cash flow and investments. They also explore the importance of relationships, purpose, and staying socially engaged in retirement, along with tackling challenges like long-term care and financial fraud. Packed with actionable insights, this episode is a must-listen for anyone planning a secure and fulfilling retirement.
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    47 分
  • FIRE Reunion: Insights for Year 1 of Early Retirement

    FIRE Reunion: Insights for Year 1 of Early Retirement
    2019/10/20

    The thirty-second NewRetirement podcast. This time, Steve Chen is joined by former guests Karsten Jeske, Chris Mamula, and Fritz Gilbert — F.I.R.E. experts — and discusses insights and epiphanies for the first year after retiring early.

    This is the first time The NewRetirement Podcast has had a reunion episode, and as such, listeners are advised to check out the previous podcasts with each of the guests for a more engaging experience.

    Recording, editing done by Davorin Robison.

    © 2019 NewRetirement Inc.
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    46 分
  • JL Collins: The Simple Path to Wealth

    JL Collins: The Simple Path to Wealth
    2020/10/15

    The 48th NewRetirement podcast. This time, Steve Chen is joined by guest JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how of Financial Independence as well as Collins' book, “The Simple Path to Wealth”

    Produced by Davorin Robison.

    © 2020 NewRetirement Inc.
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    1 時間 5 分