Podcast Episodes
Back to SearchThe role of insurance in financial planning - a conversation with New York Life
Episode 81
In this podcast episode from NewRetirement, Todd Taylor, the newly appointed head of Life Insurance Solutions at New York Life, shares his career jou…
1 year, 11 months ago
Is There Really a Retirement Crisis? Examining Social Security
Episode 80
In this podcast episode, Andrew Biggs, an expert in retirement economics, discusses the perceived retirement crisis in America, challenging the notio…
2 years ago
Wealth & Wisdom with Robert Brokamp
Episode 79
In this episode of the NewRetirement Podcast, Steve Chen interviews Robert Brokamp, a certified financial planner and key figure at the Motley Fool. …
2 years, 1 month ago
Unlocking the Future: Dr. Jordan Hutchison’s Vision
Episode 78
RFG Advisory
[32:54] The Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy https://amzn.to/3xhWKtk (Amazon)
[38:36] Finding…
2 years, 2 months ago
Rising Above the Money Fog with Mikelann Valterra
Episode 77
In this episode of the NewRetirement Podcast, host Steve Chen and guest Mikelann Valterra, a master money coach, explore the concept of "money fog" a…
2 years, 3 months ago
Scaling Financial Education: A Conversation with Cody Garrett
Episode 76
In this episode of the NewRetirement Podcast, Steve Chen interviews Cody Garrett, a dedicated advice-only financial planner and educator. Cody shares…
2 years, 3 months ago
Financial Wellbeing: A Holistic Approach with Brian Portnoy on Shaping Wealth
Episode 75
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: …
2 years, 5 months ago
Aperio - Unveiling Financial Innovations and Ethics
Episode 74
Aperio Group
Transparent Investing by Patrick Geddes
Transparent Investing, the Electronic Version of the Book
Go to https://dl.bookfunnel.com/o1knw45b7…2 years, 5 months ago
Gary Danoff on Work, Purpose, Financial Planning, and Literacy Across Generations
Episode 73
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 e…
2 years, 6 months ago
David Chen: Early Retirement & Key Lessons from a Community Member
Episode 72
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…
2 years, 10 months ago