Rephonic
Artwork for The Boldin Your Money Podcast

The Boldin Your Money Podcast

Steve Chen
Retirement Planning
Financial Literacy
Financial Planning
Financial Independence
Personal Finance
Social Security
Retirement Savings
Investment Strategies
Behavioral Finance
Wealth Management
Personal Finance Education
Impact Investing
Wealth Building
Fintech
Retirement
Investing
Market Volatility
Aperio
Medicare
California

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.... more

PublishesMonthlyEpisodes109Founded8 years ago
Number of ListenersCategories
BusinessTechnologyInvesting

Listen to this Podcast

Artwork for The Boldin Your Money Podcast

Latest Episodes

In this episode, host Steve Chen sits down with Mark Miller — journalist, author, and retirement expert behind RetirementRevised.com — to unpack the biggest changes hitting Social Security and Medicare right now. Mark shares his personal experience c... more

YouTube

Erin Moriarity, creator of the Erin Talks Money YouTube channel, joins Steve Chen to share the personal story behind her passion for financial independence — from investing at age eight alongside her Depression-era grandmother to watching her mother ... more

In this episode of Boldin Your Money, host Steve Chen sits down with California State Treasurer Fiona Ma and CalSavers Executive Director David Teykaerts to explore how California is tackling the retirement savings gap through the CalSavers program. ... more

YouTube

David Bach joins Steve Chen to discuss the evolution of The Automatic Millionaire and his newest idea, the IRA Flat Tax, which aims to rethink how Americans use their retirement savings. Bach explains that decades of automation have helped millions a... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Retirement Starts Today
Retirement Starts TodayBenjamin Brandt CFP®, RICP®
Stay Wealthy Retirement Podcast
Stay Wealthy Retirement PodcastTaylor Schulte, CFP®
Big Picture Retirement®
Big Picture Retirement®Devin Carroll, CFP® & John Ross, JD

Recent Guests

Mark Miller
Writer for The New York Times and Morningstar; author of Retirement Reboot; publisher of Retirement Revised
New York Times, Morningstar, Retirement Revised
Episode: Mark Miller: Social Security & Medicare, What’s Changing and What It Means for You
Erin Moriarity
Personal finance educator and YouTube creator
Boldin
Episode: Erin Talks Money: Personal Finance for Real People
David Bach
Founder of FenRish Media and co-founder of AE Wealth Management
FenRish Media
Episode: David Bach: The Automatic Millionaire in an Automated World
Beth Pinsker
Certified financial planner and columnist at MarketWatch, author of My Mother's Money
MarketWatch
Episode: Caring for Parents, Planning for the Future with Beth Pinsker
Andrea Solarz
A member of the Boldin community sharing her financial independence journey.
Episode: Real Retirement Stories: Andrea Solarz
Mark Eakle
Member of the Boldin community discussing financial planning and literacy
Episode: Introducing Real Retirement Stories
Scott Garrett
Former software engineer who retired early.
Boldin community member
Episode: Retired, Not Done: How Scott Garrett Took Control of His Financial Future
Andy Hill
Host of 'Marriage, Kids and Money' and expert in financial education for young families.
Episode: Money, Marriage, & Raising Financially Fit Kids
Sam Dogen
Financial Samurai and author of 'Millionaire Milestones'
Episode: Millionaire Milestones: Building Wealth on Your Terms with Sam Dogen

Host

Steve Chen
Host of Boldin Your Money and leader at Boldin/Boldin Financial Planning Platform

Reviews

4.4 out of 5 stars from 220 ratings
  • Mark Miller

    It’s unfortunate that you allow left leaning political hacks to make unsubstantiated comments and claims during your interviews.

    Apple Podcasts
    3
    Floyd The Barber1
    United States19 days ago
  • Great stuff yet always getting better

    I’ve grown to love both the software and the podcast. So helpful and continues to get even better. Fantastic recent episode with Paula Pant. I learned so much!

    Apple Podcasts
    5
    Dadsdy
    United States5 months ago
  • Informative, but …

    I’m a retired CFP and use the Boldin tool for our own planning. I also enjoy the podcast but while I admire Steve and appreciate the tool and company he’s developed, I find him to be a mediocre interviewer. He rambles and uses “like” and other crutches too much, for example. I would encourage him to consider bringing on an interview partner who can deliver a smooth listening experience, with Steve acting as a technical expert to add color commentary. That would greatly enhance the podcast ex... more

    Apple Podcasts
    3
    Senator7
    United States7 months ago
  • Highly Informative

    Love the podcast and the work they are doing at Boldin. I spent my career in financial services and the topics discussed are highly relevant to making rational financial decisions.

    Apple Podcasts
    5
    friars16
    United Statesa year ago
  • Social Security Conversation

    This podcast was nothing more than a conversation about the CFP business and YouTube videos. So many of these Podcasts are just personal conversations that say very little about what is supposed to be the subject matter.

    Apple Podcasts
    1
    MJM34217895
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

- Audiences appreciate practical, actionable retirement guidance and high-quality guest expertise.
- The show is viewed as a credible source for retirement planning with diverse expert perspectives.
- Reactions to topic breadth are generally positive, with enthusiasm for guests who offer tangible strategies.
- Some listeners feel the host could improve interview pacing and delivery, but guests consistently receive strong praise.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Mark Miller: Social Security & Medicare, What’s Changing and What It Means for You
Q: How should people think about Medicare enrollment and the choice between traditional Medicare and Medicare Advantage?
Enroll in Part A and B at 65 (or when current coverage ends); then decide whether to keep traditional Medicare with Medigap and a Part D plan or switch to Medicare Advantage based on provider networks, predictability of costs, and extra benefits, noting that Advantage can involve higher out-of-pocket risk and prior authorization requirements.
Introducing Real Retirement Stories
Q: What are your priorities for educating your children financially?
Mark emphasizes the goal of ensuring his children are debt-free when they start their adult lives, particularly through education.
Introducing Real Retirement Stories
Q: Why do you lean into financial planning and literacy?
Mark discusses the importance of being informed about financial decisions, especially after witnessing the transition from traditional pensions to 401(k) plans.
What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud
Q: How does the concept of mini-retirement play into the workforce?
Mini-retirement provides opportunities to recharge, explore personal interests, and even offers a chance for companies to evaluate future roles.
What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud
Q: What do you think it will look like in the next five years?
There is definitely a lot more awareness about taking intentional time off, and how it can improve life quality; changes are coming in the culture around work.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Boldin Your Money Podcast

What is The Boldin Your Money Podcast about and what kind of topics does it cover?

The show centers on retirement planning, financial wellness, and meaningful living, featuring expert interviews with authors, advisors, and industry leaders who share practical strategies for saving, investing, Social Security optimization, and building financial independence. Episodes often explore real-world planning tools, tax-advantaged strategies, and personal journeys toward a well-lived life after work. A notable strength is the ability to translate complex concepts into actionable steps, with recurring guests who provide credibility and fresh perspectives on money, lifestyle, and longevity.

Unique aspects include a strong emphasis on financial literacy for broad audiences, collaborations with high-profile guests, and a consistent f... more

Where can I find podcast stats for The Boldin Your Money Podcast?

Rephonic provides a wide range of podcast stats for The Boldin Your Money Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Boldin Your Money Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Boldin Your Money Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Boldin Your Money Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Boldin Your Money Podcast?

Rephonic provides comprehensive predictive audience data for The Boldin Your Money Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Boldin Your Money Podcast have?

To see how many followers or subscribers The Boldin Your Money Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Boldin Your Money Podcast?

These podcasts share a similar audience with The Boldin Your Money Podcast:

1. The Rob Berger Show
2. Retirement Planning Education, with Andy Panko
3. Retirement Starts Today
4. Stay Wealthy Retirement Podcast
5. Big Picture Retirement®

How many episodes of The Boldin Your Money Podcast are there?

The Boldin Your Money Podcast launched 8 years ago and published 109 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Boldin Your Money Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Boldin Your Money Podcast?

Rephonic pulls ratings and reviews for The Boldin Your Money Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Boldin Your Money Podcast?

Rephonic provides full transcripts for episodes of The Boldin Your Money Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Boldin Your Money Podcast?

Recent guests on The Boldin Your Money Podcast include:

1. Mark Miller
2. Erin Moriarity
3. David Bach
4. Beth Pinsker
5. Andrea Solarz
6. Mark Eakle
7. Scott Garrett
8. Andy Hill

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days