The NewRetirement Podcast

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 story, some of the biggest lessons and insights from his journey around investing, and his plan for generating income for life. Plus what he learned about estate planning through dealing with his dad’s passing.

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Produced by Davorin Robison & Steve Stewart.

© 2023 NewRetirement Inc.

The 70th NewRetirement podcast. This time, Steve Chen is joined by guest Burton Malkiel — a legendary American economist and author of A Random Walk Down Wall Street — and discusses Professor Malkiel’s book and some of the biggest lessons from his life.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison & Brian Blaesing.

© 2023 NewRetirement Inc.

The 64th NewRetirement podcast. This time, Steve Chen is joined by guest Cullen Roche — Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds — and discusses inflation risk & investing for retirement and takes some listener questions. They address Cullen's work at Merrill Lynch and how he got disillusioned with the wirehouse business model and then started his own firm.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison.

© 2022 NewRetirement Inc.

The 61st NewRetirement podcast. This time, Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group. Given that our users have about 70% of their investable assets in qualified savings accounts (e.g. 401(k)s and IRAs), representing tens of billions of dollars in savings, we thought it would be interesting to talk with an expert about how company retirement plans are evolving over time.

Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup

Produced by Davorin Robison.

© 2021 NewRetirement Inc.

The 41st NewRetirement podcast. This time, Steve Chen is joined by guest Glen Nakamoto — retired cyber security analyst and financial planning enthusiast — and discusses how to build lifetime income with a retirement income floor.

Recording, editing done by Davorin Robison.

© 2020 NewRetirement Inc.