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Women’s Month Special - Money, Mindfulness & Mastery

Episode 90

In this episode of Boldin Your Money, host Steve Chen welcomes Leisa Peterson, a financial coach, author of The Mindful Millionaire, and advocate for…

1 year, 2 months ago

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Tariffs, Markets & The Macro Story

Episode 91

In this episode of Boldin Your Money, host Steve Chen and guest Mike Himmelfarb unpack the newly announced "Liberation Day" tariffs and their sweepin…

1 year, 2 months ago

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Boldin Your Wealth: Catching Up to FI

Episode 89

In this episode of Boldin Your Money, Steve Chen sits down with Jackie Cummings Koski, co-host of Catching Up to FI, to talk about her inspiring jour…

1 year, 3 months ago

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Invest with Impact: Toussaint Bailey

Episode 88

UpliftingCapital.com 

LinkedIn Toussaint Bailey

(42:49) 2030: How Today's Biggest Trends Will Collide and Reshape the Future of Everything

(44:42) Globa…

1 year, 4 months ago

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Retirement Ready: Confidence, Planning, and Purpose with Mike Richardson

Episode 87

In this episode, we sit down with Mike Richardson, former SVP and CTO of Nationwide, who retired at 55 to embrace a fulfilling second act. Mike share…

1 year, 5 months ago

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Mark Goines: Pioneering Fintech and the Future of Money
Mark Goines: Pioneering Fintech and the Future of Money

Episode 86

In this episode of Boldin Your Money, Steve Chen connects with FinTech pioneer Mark Goines, the force behind TurboTax, Quicken, and Personal Capital.…

1 year, 6 months ago

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Living with Intention: Insights from Christine Benz on Retirement Success

Episode 85

Steve Chen welcomes Christine Benz, Director of Personal Finance at Morningstar, to discuss her book How to Retire: 20 Lessons for a Happy, Successfu…

1 year, 6 months ago

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Intentional Retirement Living with Fritz Gilbert

Episode 84

In this episode of the Boldin (formerly NewRetirement) podcast, Steve Chen interviews Fritz Gilbert, a former corporate executive and author of Keys …

1 year, 9 months ago

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Financing the Future: Empowering the Next Generation with Tim Ranzetta

Episode 83

Next Gen Personal Finance

1 year, 10 months ago

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Exploring the Changing World of Alternative Investments with Ryan VanGorder

Episode 82

In this podcast episode, Steve Chen interviews Ryan Van Gorder from Opto Investments, discussing the rise and role of alternative investments. Ryan s…

1 year, 11 months ago

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