The NewRetirement Podcast

In this podcast episode, Steve Chen interviews Ryan Van Gorder from Opto Investments, discussing the rise and role of alternative investments. Ryan shares his journey from an accounting background to working in finance and technology, including his time at BlackRock. He explains how Opto Investments helps advisors confidently invest in private markets by providing advisor-aligned, efficient, and top-tier investment opportunities. The conversation covers the increasing accessibility and efficiency of private markets, the importance of diversification, and the evolving nature of liquidity. Ryan highlights Opto’s benefits from being part of the HC ecosystem and stresses the enduring value of human relationships in financial advice, enhanced by technology. The episode concludes with resources for further learning about private markets and a reminder to explore financial planning tools on NewRetirement.com.

In this podcast episode from NewRetirement, Todd Taylor, the newly appointed head of Life Insurance Solutions at New York Life, shares his career journey from actuary to executive. He discusses his early interest in math and economics, leading to his role at New York Life, where he works on life insurance, annuities, and financial planning. Todd explains the role of actuaries in quantifying risks, particularly in life expectancy, and how actuarial science is evolving with new technologies like fitness trackers and data sharing. He touches on the implications of precise risk predictions on insurance and privacy concerns. The conversation also explores how insurance and annuities are integrated into retirement planning, the behavioral aspects of financial decisions in retirement, and the impact of technology on the insurance industry. Todd’s insights reveal the depth and complexity of financial planning and the critical role of insurance in managing long-term financial risks.

In this podcast episode, Andrew Biggs, an expert in retirement economics, discusses the perceived retirement crisis in America, challenging the notion by presenting data on Social Security and private retirement savings. He argues that Americans are generally better prepared for retirement than commonly believed, emphasizing the substantial wealth embodied in Social Security benefits and the improvement in retirement plan structures over time.

In this episode of the NewRetirement Podcast, Steve Chen interviews Robert Brokamp, a certified financial planner and key figure at the Motley Fool. They discuss Robert's journey in the financial sector, the valuable lessons he's learned about financial planning, and the story behind the Motley Fool. They also touch on topics such as the 4% rule, retirement planning, and the importance of purpose in retirement. Robert emphasizes the need to think about what you want to do with the rest of your life and develop your human capital, including your ability to earn a paycheck, intellectual curiosity, and physical health. He also suggests considering opportunities beyond traditional retirement, such as continuing to work in a different capacity or pursuing new interests and skills.

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 Flow: The Psychology of Engagement with Everyday Life by Mihaly Csikszentmihalyi https://amzn.to/3J35s13 (Amazon) [44:35] Drive: The Surprising Truth About What Motivates Us by Daniel Pink https://amzn.to/3vAoDwa (Amazon) [49:35] Rise Of Superman by Steven Kotle https://amzn.to/3J0RX23 (Amazon) [50:02] Flow: The Psychology of Optimal Experience by Mihaly Csikszentmihalyi https://amzn.to/4agYG3S (Amazon) [47:07] Gnar Country: Growing Old, Staying Rad by Steven Kotle https://amzn.to/3PKJ9Rz (Amazon)

In this episode of the NewRetirement Podcast, host Steve Chen and guest Mikelann Valterra, a master money coach, explore the concept of "money fog" and its impact on financial decision-making. They discuss strategies for gaining clarity and control over finances, the importance of understanding money personality types, and the unique financial challenges faced by women.

In this episode of the NewRetirement Podcast, Steve Chen interviews Cody Garrett, a dedicated advice-only financial planner and educator. Cody shares his journey from being a musician to becoming a financial planner and educator. He discusses his passion for empowering DIY investors and his focus on building comprehensive financial plans and providing personalized education. Cody also talks about his three businesses: Measure Twice Money (free education for consumers), Measure Twice Financial (his financial planning firm), and Measure Twice Planners (an educational platform for financial advisors). He emphasizes the importance of clarity and intentionality in financial planning and the need for personalized education and advice. Cody believes that the future of financial planning lies in empowering individuals to create their own financial plans and using technology and AI to provide guidance and ask better questions. He also highlights the role of financial advisors as arrangers and orchestrators rather than conductors. Overall, Cody envisions a future where financial planning is accessible to everyone and individuals have the tools and knowledge to make well-informed decisions about their finances.

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: Finance Experts Reveal How They Save, Spend and Invest by Brian Portnoy https://amzn.to/3SncdA9 (Amazon) The Investor's Paradox: The Power of Simplicity in a World of Overwhelming Choice by Briand Portnoy https://amzn.to/48KiFqY (Amazon)

Aperio Group Transparent Investing by Patrick Geddes Transparent Investing, the Electronic Version of the Book https://dl.bookfunnel.com/o1knw45b7tTransparent Investing, the Online Course https://patrickgeddes.co/product/transparent-investing-the-course/At the very beginning of the course, participants have the option of getting a free electronic version of the book.

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 enlightening conversation on work, purpose, and financial literacy across generations. Gary shares his unique journey to new retirement, inspired by his son Jake, and delves into the significance of financial literacy, the impact of AI on society, and the importance of nurturing well-being in younger generations. The episode also explores Gary's approach to coaching and personal development, his insights on the evolving aspirations of younger workers, and the role of technology in shaping careers and personal growth. With a focus on emotional intelligence and human connection, this episode offers valuable perspectives on the intersection of technology, work culture, and personal fulfillment in today's rapidly changing world.

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. Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison & Steve Stewart. © 2023 NewRetirement Inc.

The 71st NewRetirement podcast. This time, Steve Chen is joined by guest Eric Balchunas — Bloomberg Senior ETF Analyst & Funds Product Specialist — and discusses Eric’s book, The Bogle Effect, the Wealth Universe, ETFs, and the future of financial advice. Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison & Brian Blaesing. © 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 69th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Kuhn — former world-class plant manager and reliability leader, and current Financial Independence influencer on YouTube — and discusses Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way. Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison & Brian Blaesing. © 2022 NewRetirement Inc.

The 68th NewRetirement podcast. This time, Steve Chen is joined once again by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses Doc G's new book, Taking Stock. This is Jordan Grumet's second round on our podcast and he’s also been gracious enough to invite us onto his What’s Up Next podcast. Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison & Brian Blaesing. © 2022 NewRetirement Inc.

The 67th NewRetirement podcast. This time, Steve Chen is joined by guest Sam Dogen — a popular OG FIRE blogger and author — and discusses Sam’s new book, Buy This, Not That: How To Spend Your Way To Wealth And Freedom. BTNT aims to help you achieve financial freedom sooner and it helps you tackle some of life's biggest dilemmas in a rational way. Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison & Brian Blaesing. © 2022 NewRetirement Inc.

The 66th NewRetirement podcast. This time, Steve Chen is joined by guest Andre Nader — Product Growth Manager at Meta and writer at FAANG FIRE on substack — and discusses “What is Enough” and also touches on a cool tool he built to help people explore relocation and remote work. Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison & Brian Blaesing. © 2022 NewRetirement Inc.

The 65th NewRetirement podcast. This time, Steve Chen is joined by guest Jeff Rose — founder of the Good Financial Cents blog, the Wealth Hacker YouTube channel, author of “Soldier of Finance,” and CFP — and discusses why financial control & independence is important and how to plan, save & invest your way there. They also take some listener questions. Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison. © 2022 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 63rd NewRetirement podcast. This time, Steve Chen is joined by guest David Blanchett — Managing Director and Head of Retirement Research for PGIM DC Solutions — and discusses retirement income and goes over some listener questions. Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison. © 2021 NewRetirement Inc.