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Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter. Each episode features expert interviews and actionable insights on topics like retirement income strategies, Social Security planning, saving for retirement after 50, and creating a fulfilling life after work. Ready to start your journey? Explore the best free retirement planning tool and a library of financial resources at Boldin.com — and take the first step toward financial independence and a well-lived life.
| Episode | Date |
|---|---|
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Nir Eyal: Beyond Belief - Why We Don’t Do What We Know We Should
|
Jul 01, 2026 |
|
Paul Merriman: Evidence Based Investing
|
May 28, 2026 |
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Mark Miller: Social Security & Medicare, What’s Changing and What It Means for You
|
May 07, 2026 |
|
Erin Talks Money: Personal Finance for Real People
|
May 07, 2026 |
|
Fiona Ma & David Teykaerts: What Happens Next for CalSavers?
|
Feb 05, 2026 |
|
David Bach: The Automatic Millionaire in an Automated World
|
Jan 22, 2026 |
|
Paula Pant: You Can Afford Anything, but Not Everything
|
Dec 18, 2025 |
|
Katy Song: Money Confidence for Real Life
|
Oct 30, 2025 |
|
Real Retirement Stories: Leslie and Thomas Martin
|
Oct 23, 2025 |
|
Caring for Parents, Planning for the Future with Beth Pinsker
|
Oct 09, 2025 |
|
Real Retirement Stories: Andrea Solarz
|
Oct 09, 2025 |
|
Introducing Real Retirement Stories
|
Sep 18, 2025 |
|
What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud
|
Aug 21, 2025 |
|
Retired, Not Done: How Scott Garrett Took Control of His Financial Future
|
Jul 24, 2025 |
|
Money, Marriage, & Raising Financially Fit Kids
|
Jul 10, 2025 |
|
How Not To Invest - Avoiding Big Money Mistakes with Barry Ritholtz
|
May 29, 2025 |
|
Flipping the Script
|
May 22, 2025 |
|
Millionaire Milestones: Building Wealth on Your Terms with Sam Dogen
|
May 08, 2025 |
|
Five Years Later: White Coat Wisdom with Dr. Jim Dahle
|
May 01, 2025 |
|
Making Sense of Social Security
|
Apr 17, 2025 |
|
Women’s Month Special - Money, Mindfulness & Mastery
|
Apr 17, 2025 |
|
Tariffs, Markets & The Macro Story
|
Apr 09, 2025 |
|
Boldin Your Wealth: Catching Up to FI
|
Mar 13, 2025 |
|
Invest with Impact: Toussaint Bailey
|
Feb 27, 2025 |
|
Retirement Ready: Confidence, Planning, and Purpose with Mike Richardson
|
Jan 31, 2025 |
|
Mark Goines: Pioneering Fintech and the Future of Money
|
Dec 19, 2024 |
|
Living with Intention: Insights from Christine Benz on Retirement Success
|
Dec 05, 2024 |
|
Intentional Retirement Living with Fritz Gilbert
|
Sep 19, 2024 |
|
Financing the Future: Empowering the Next Generation with Tim Ranzetta
|
Aug 08, 2024 |
|
Exploring the Changing World of Alternative Investments with Ryan VanGorder
|
Jul 19, 2024 |
|
The role of insurance in financial planning - a conversation with New York Life
|
Jul 11, 2024 |
|
Is There Really a Retirement Crisis? Examining Social Security
|
Jun 20, 2024 |
|
Wealth & Wisdom with Robert Brokamp
|
May 10, 2024 |
|
Unlocking the Future: Dr. Jordan Hutchison’s Vision
|
Apr 19, 2024 |
|
Rising Above the Money Fog with Mikelann Valterra
|
Mar 29, 2024 |
|
Scaling Financial Education: A Conversation with Cody Garrett
|
Mar 06, 2024 |
|
Financial Wellbeing: A Holistic Approach with Brian Portnoy on Shaping Wealth
|
Jan 23, 2024 |
|
Aperio - Unveiling Financial Innovations and Ethics
|
Jan 04, 2024 |
|
Gary Danoff on Work, Purpose, Financial Planning, and Literacy Across Generations
|
Dec 12, 2023 |
|
David Chen: Early Retirement & Key Lessons from a Community Member
|
Aug 24, 2023 |
|
Eric Balchunas: The Bogle Effect
|
Apr 13, 2023 |
|
Burton Malkiel: A Random Walk Down Wall Street, 50 Years Later
|
Jan 12, 2023 |
|
Joe Kuhn: Tools to Decide When It Is Safe to Retire
|
Oct 27, 2022 |
|
Doc G: DiverseFI and Regret Minimization
|
Sep 30, 2022 |
|
Financial Samurai: Buy This, Not That
|
Jul 26, 2022 |
|
Andre Nader: What and How Much is Enough to FIRE
|
Jul 07, 2022 |
|
Jeff Rose: Good Financial Cents
|
Apr 20, 2022 |
|
Cullen Roche: Inflation Risks & Investing for Retirement
|
Feb 24, 2022 |
|
David Blanchett: Guaranteed Income in Retirement
|
Dec 10, 2021 |
|
Mike Piper: Social Security and Tax-Efficient Retirement Planning
|
Sep 30, 2021 |
|
Renee Schaaf: Past, Present, and Future of Enterprise Retirement Plans
|
Sep 08, 2021 |
|
Taylor Schulte: Stay Wealthy
|
Jul 01, 2021 |
|
Joe Saul-Sehy: Founder of Stacking Benjamins
|
Jun 17, 2021 |
|
Jack Brennan: Insights from the Former CEO of Vanguard
|
May 21, 2021 |
|
Peter Leyden: A Vision of the Future from 2020 to 2050
|
Apr 23, 2021 |
|
Art Chang: Running for Mayor of NYC
|
Mar 30, 2021 |
|
Roger Whitney: Agile Retirement Management
|
Mar 25, 2021 |
|
Paula Pant: You can Afford Anything but not Everything
|
Mar 19, 2021 |
|
Brooke Southall: The Past, Present and Future of Wealth Management
|
Feb 11, 2021 |
|
Ben Carlson: Everything You Need to Know About Saving For Retirement
|
Jan 29, 2021 |
|
Melissa Fredette: Financial Independence via Real Estate
|
Jan 14, 2021 |
|
Dana Anspach: Retirement Income Planning
|
Dec 17, 2020 |
|
Ashley Whillans: The Value of Time
|
Nov 19, 2020 |
|
JL Collins: The Simple Path to Wealth
|
Oct 15, 2020 |
|
Steve Vernon: Don’t Go Broke In Retirement
|
Sep 24, 2020 |
|
Jerry Patterson: Making the most of your 401(k)
|
Sep 03, 2020 |
|
Alan Donegan: Journey to FI and Starting Companies
|
Aug 20, 2020 |
|
Morgan Housel: The Psychology of Money
|
Aug 06, 2020 |
|
Christine Benz: Morningstar & 25 years of personal finance
|
Jul 23, 2020 |
|
Scott Migliori: A Professional Investor’s Guide to Early Retirement
|
Jun 25, 2020 |
|
Glen Nakamoto: Building a Retirement Paycheck
|
May 28, 2020 |
|
Kevin Hanney: The Past, Present and Future of Pensions
|
May 14, 2020 |
|
Are Mini-Retirements Worth It?
|
Apr 30, 2020 |
|
COVID-19 Special Episode: Effect on Commercial Real Estate
|
Apr 09, 2020 |
|
Doc G: Financial Independence's Impact on Health
|
Mar 31, 2020 |
|
David Stein: Money For the Rest of Us
|
Feb 26, 2020 |
|
Larry Swedroe: Strategic Wealth
|
Jan 23, 2020 |
|
Scott Rieckens: Playing with FIRE
|
Dec 30, 2019 |
|
Rob Berger: Retire Before Mom and Dad
|
Nov 21, 2019 |
|
FIRE Reunion: Insights for Year 1 of Early Retirement
|
Oct 20, 2019 |
|
Joe Casey: Retirement Wisdom
|
Oct 03, 2019 |
|
Doug Nordman: Military Retirement Benefits
|
Aug 24, 2019 |
|
Brian Bollinger: Generating Passive Income
|
Aug 06, 2019 |
|
Cameron Huddleston: Mom and Dad, We Need to Talk.
|
Jul 09, 2019 |
|
Jim McCarthy: Live each Day
|
Jun 10, 2019 |
|
Todd Tresidder: The FinancialMentor
|
May 20, 2019 |
|
Mark Miller: Social Security and Medicare
|
Apr 25, 2019 |
|
Jonathan Mendonsa: Past, Present, & Future of Financial Independence
|
Mar 06, 2019 |
|
Michela Abrams: Planning For the Unexpected
|
Feb 07, 2019 |
|
Artificial Intelligence, Automation, and the Future of Work
|
Jan 21, 2019 |
|
Jim Dahle: The White Coat Investor
|
Jan 06, 2019 |
|
Rick Ferri: The Core 4
|
Dec 10, 2018 |
|
Jesse Mecham: You Need A Budget
|
Nov 29, 2018 |
|
Annie Duke: Thinking In Bets
|
Nov 08, 2018 |
|
Nate Lawrie: Entrepreneurship, Post-NFL
|
Oct 18, 2018 |
|
Michael Batnick: Big Mistakes
|
Oct 01, 2018 |
|
Side Gigs and Millennial Money Tips with Kyle Taylor
|
Sep 06, 2018 |
|
Jim O'Shaughnessy: Emotions Need Not Apply In Investing
|
Aug 22, 2018 |
|
Retirement Early Is On The Fritz (Gilbert)
|
Aug 02, 2018 |
|
An Ex-DEA Agent On Lifestyle Design
|
Jul 18, 2018 |
|
Nobel Prize Winner Robert Merton on Fixing Retirement
|
Jun 29, 2018 |
|
Avoiding Big Social Security Claiming Mistakes
|
Jun 07, 2018 |
|
Ben Carlson: Share the Wealth (of Common Sense)
|
May 16, 2018 |
|
Retirement Early: Pitfalls to Avoid
|
May 09, 2018 |
|
Financial Advice: You Get What You DON'T Pay For
|
May 03, 2018 |
|
PhD on FIRE: Safe Draw Down Rates
|
Apr 20, 2018 |
|
5 Hurdles Between You & Your Retirement
|
Apr 04, 2018 |
|
Where is the world going?
|
Mar 16, 2018 |
|
Money, Behavior & Happiness
|
Feb 08, 2018 |
|
Work and Jobs Over 50
|
Jan 24, 2018 |
|
Financial Independence, Purpose & Happiness
|
Jan 07, 2018 |