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The NewRetirement Podcast

Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.

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FIRE Reunion: Insights for Year 1 of Early Retirement

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.

46mins

20 Oct 2019

Rank #1

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5 Hurdles Between You & Your Retirement

The fifth NewRetirement podcast. This time, Steve Chen is joined by guest Bill Bernstein — a retired neurologist and best-selling author who has written six books around the themes of investing, asset allocation, history, and trade, including The Four Pillars of Investing, The Investor's Manifesto, and If You Can — and discusses the 5 hurdles between you and a financially secure retirement. They address each of the five hurdles, the ultimate reason people fail at investing properly, the role of financial advisors (or quite possibly, the lack thereof), social security, invaluable informational resources, the ideal investment portfolio, and much more. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

56mins

4 Apr 2018

Rank #2

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Rick Ferri: The Core 4

The twentieth NewRetirement podcast. This time, Steve Chen is joined by guest Rick Ferri — CFA, author, and founder of Core 4 — and discusses Ferri's perspective on investing after being in the industry for three decades. They address the difference between investing strategy and investing philosophy, advisors as legal fiduciaries, and the Bogleheads. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

1hr 10mins

10 Dec 2018

Rank #3

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Retirement Early Is On The Fritz (Gilbert)

The thirteenth NewRetirement podcast. This time, Steve Chen is joined by guest Fritz Gilbert — founder of The Retirement Manifesto — and discusses a "Fat FIRE" approach to retirement. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

56mins

2 Aug 2018

Rank #4

Most Popular Podcasts

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Brian Bollinger: Generating Passive Income

The twenty-ninth NewRetirement podcast. This time, Steve Chen is joined by guest Brian Bollinger — founder of Simply Safe Dividends — and discusses dividend investing and generating passive income. Recording, editing done by Davorin Robison. © 2019 NewRetirement Inc.

1hr 17mins

6 Aug 2019

Rank #5

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Ben Carlson: Share the Wealth (of Common Sense)

The ninth NewRetirement podcast. This time, Steve Chen is joined by guest Ben Carlson — the author of A Wealth of Common Sense (both the book and the blog) — and discusses Carlson's perspective on investing, his work writing and managing money, and the present and future of wealth management. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

49mins

16 May 2018

Rank #6

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Jonathan Mendonsa: Past, Present, & Future of Financial Independence

The twenty-fourth NewRetirement podcast. This time, Steve Chen is joined by guest Jonathan Mendonsa— former pharmacist turned podcasting rockstar and founder of ChooseFI.com — and discusses the past, present, and future of the FIRE Movement. Recording, editing done by Davorin Robison. © 2019 NewRetirement Inc.

1hr 24mins

6 Mar 2019

Rank #7

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Money, Behavior & Happiness

The Third NewRetirement podcast. This time, Steve Chen is joined by guest Jonathan Clements — 33-year personal finance journalist and writer for the Wall Street Journal, Citibank and his own blog, the Humble Dollar — and discusses money and behavior, and how it informs and affects happiness. You can find Jonathan Clement's work at www.humbledollar.com. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

49mins

8 Feb 2018

Rank #8

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Joe Casey: Retirement Wisdom

The thirty-first NewRetirement podcast. This time, Steve Chen is joined by guest Joe Casey —founder of Retirement Wisdom — and discusses shaping your life after retirement, and what reflection needs to be put in to be successful.Recording, editing done by Davorin Robison.© 2019 NewRetirement Inc.

23mins

3 Oct 2019

Rank #9

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PhD on FIRE: Safe Draw Down Rates

The sixth NewRetirement podcast. This time, Steve Chen is joined by guest Karsten Jeske — a PhD-educated, CFA charter-holding, ex-Federal Reserve worker F.I.R.E. person (Financial Independence/Retire Early) — and discusses Jeske's journey to FIRE. They address corporate culture, the 40% rule and its issues, safe withdrawal rates, and much more. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

44mins

20 Apr 2018

Rank #10

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Mark Miller: Social Security and Medicare

The twenty-fifth NewRetirement podcast. This time, Steve Chen is joined by guest Mark Miller — editor and founder of Retirement Revised — and discusses some of the key considerations people approaching retirement need to think about, mostly related to social security, Medicare, and how these programs may change in the future. Recording, editing done by Davorin Robison. © 2019 NewRetirement Inc.

57mins

25 Apr 2019

Rank #11

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Nobel Prize Winner Robert Merton on Fixing Retirement

The eleventh NewRetirement podcast. This time, Steve Chen is joined by guest professor Bob Merton — Nobel laureate and professor at MIT — and discusses Professor Merton's thoughts on what's wrong with retirement today. They address how the focus of the entire retirement industry is askew, how target day funds are allegedly detrimental to an investment portfolio, Professor Merton's half-century with FinTech, and much more. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

1hr 27mins

29 Jun 2018

Rank #12

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Jim Dahle: The White Coat Investor

The twenty-first NewRetirement podcast, which marks a full year of our existence! This time, Steve Chen is joined by guest Dr. Jim Dahle — the White Coat Investor — and discusses personal retirement issues such as safe withdrawal rates and how to 'catch up' if one spends too much in retirement. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

44mins

6 Jan 2019

Rank #13

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Where is the world going?

The Fourth NewRetirement podcast. This time, Steve Chen is joined by guest Morgan Housel — 34-year-old award-winning writer and venture capitalist with the Collaborative Fund, and former writer for the Wall Street Journal and the Motley Fool — and discusses where the world is going. You can find Morgan Housel's work at www.collaborativefund.com/blog/ Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

54mins

16 Mar 2018

Rank #14

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Larry Swedroe: Strategic Wealth

The thirty-fifth NewRetirement podcast. This time, Steve Chen is joined by guest Larry Swedroe —director of research for Buckingham Strategic Wealth — and discusses his new book and what he's learned helping people plan for their future over his 20 plus year career in financial services and wealth management.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.

1hr 7mins

23 Jan 2020

Rank #15

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Rob Berger: Retire Before Mom and Dad

The thirty-third NewRetirement podcast. This time, Steve Chen is joined by guest Rob Berger — author of Retire Before Mom and Dad: The Simple Numbers Behind a Lifetime of Financial Freedom — and discusses key aspects of retirement finance, especially fee ratios and financial literacy.Recording, editing done by Davorin Robison.© 2019 NewRetirement Inc.

52mins

21 Nov 2019

Rank #16

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Michela Abrams: Planning For the Unexpected

The twenty-third NewRetirement podcast. This time, Steve Chen is joined by guest Michela Abrams — former CEO of Dwell magazine — and discusses dealing with sudden life changes, planning for the unexpected, design, and reinvention. Recording, editing done by Davorin Robison. © 2019 NewRetirement Inc.

1hr 7mins

7 Feb 2019

Rank #17

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Retirement Early: Pitfalls to Avoid

The eighth NewRetirement podcast. This time, Steve Chen is joined by guest Chris Mamula — a FIRE person and writer for both Can I Retire Yet? and Eat the Financial Elephant — and discusses his journey as a "normal" guy becoming financially independent at 41 years old. They address mistakes and pitfalls, the difference between a traditional "lean FIRE" and an increasingly popular "fat FIRE", balancing a love for outdoors and early retirement, and more. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

44mins

9 May 2018

Rank #18

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Avoiding Big Social Security Claiming Mistakes

The tenth NewRetirement podcast. This time, Steve Chen is joined by guest Mary Beth — author of Maximizing Social Security Retirement Benefits — and discusses the Social Security program. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

46mins

7 Jun 2018

Rank #19

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Scott Rieckens: Playing with FIRE

The thirty-fourth NewRetirement podcast. This time, Steve Chen is joined by guest Scott Rieckens — two-time Emmy-nominated filmmaker and F.I.R.E. enthusiast — and discusses Scott's new documentary: Playing with FIRE.Recording, editing done by Davorin Robison.© 2019 NewRetirement Inc.

57mins

30 Dec 2019

Rank #20