Concerns From Retirement Planners With Steve Chen, Founder of Boldin (formerly NewRetirement)

Concerns From Retirement Planners With Steve Chen, Founder of Boldin (formerly NewRetirement)

Author: Sam Dogen: Financial Samurai founder, personal finance blogger December 6, 2024 Duration: 33:28

I recently spoke with Steve Chen, founder of Boldin (formerly NewRetirement), about common concerns retirees face. Boldin stands out as the most comprehensive DIY financial planning software I've encountered. It goes beyond analyzing stocks and bonds, incorporating other investments to optimize your net worth. Boldin also helps address key financial goals like buying a house, saving for college, planning for retirement, and more.

You can start with Boldin's Basic Planner for free—it's far more detailed than a typical retirement calculator.

For just $120 a year, you can upgrade to PlannerPlus, unlocking its full potential. It's a fraction of the cost of hiring a financial advisor, and you can access it anytime without additional fees. Most importantly, PlannerPlus provides peace of mind, actionable insights, and the tools to grow your wealth far beyond the cost of the software.

For more information, see my post on Financial Samurai: Boldin Financial Planner Review: A Game-Changer For Financial Independence


Money isn't just about numbers on a screen; it's the tool that carves out the life you want to live. On The Financial Samurai Podcast, Sam Dogen digs into that reality with the same direct, experienced perspective that built his influential personal finance blog. You'll hear conversations that go beyond basic tips, focusing instead on the strategic decisions and mental shifts required to build genuine wealth and security. Sam explores the intersection of career, investing, and lifestyle design, drawing from his own journey and insights from various financial trenches. This isn't about get-rich-quick schemes, but about developing a sustainable and intelligent approach to your finances. Each episode feels like a candid discussion with a knowledgeable friend who isn't afraid to tackle the tough questions about risk, opportunity, and what "financial freedom" actually means for different people. Tune in for a podcast that consistently challenges conventional wisdom, offering actionable advice for making your money work harder so you can focus on living better, on your own terms.
Author: Language: English Episodes: 100

The Financial Samurai Podcast
Podcast Episodes
From Making $2 Million A Year To Quitting His Finance Job With Khe Hy [not-audio_url] [/not-audio_url]

Duration: 51:52
I speak with Khe Hy, who spent 15 years on Wall Street and became one of the youngest Managing Directors at BlackRock at just 31. He earned up to $2 million a year—then he quit! His journey mirrors mine in many ways, tho…
Most Important Personal Finance Ratio: The Home-To-Car Ratio [not-audio_url] [/not-audio_url]

Duration: 19:39
I've decided that my Home-To-Car Ratio guide is the most important pesonal finance guide for everyone to fall. After all, everybody needs a place to live, real estate is the best asset to build wealth for the average per…
Your Saver's Mindset Will Naturally Kick In If You Need Money [not-audio_url] [/not-audio_url]

Duration: 24:50
I spoke to my wife about how my saver's mindset naturally kicked in after purchasing our new house in October 2023. Our liquidity was tight, and we were literally living paycheck to paycheck for six months. This is when…
Property Bidding Wars And The Best Time Of The Year To Buy A House [not-audio_url] [/not-audio_url]

Duration: 19:32
Property bidding wars are back, despite persistently high mortgage rates, due to the strength of the economy and the stock market. This episode discusses why people are getting into bidding wars and the best time of the…
The Career Path From VC, To Big Startup, To Creating Your Own Startup [not-audio_url] [/not-audio_url]

Duration: 34:05
I talk to Emily Luk, Co-Founder and CEO of Plenty, a wealth platform for today's modern couples about her career path from VC, to joining a big startup, to creating her own startup. I wanted to now why she lifted a cushy…
Your Provider's Clock Helps Explain Your Desire To Work And Provide [not-audio_url] [/not-audio_url]

Duration: 22:39
For the longest time, I've wondered the following about some men: Why claim to be retired while having a working spouse? Why work so many hours after having a newborn? Why leave your family when your children are still y…