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The Boldin Your Money Podcast

Steve Chen

Booking Overview

A retirement-planning and personal-finance interview show featuring established experts, authors, journalists, investors, and financial-technology leaders. Agencies could credibly pitch recognized retirement specialists, investing authorities, Social Security and Medicare experts, behavioral researchers, and fintech executives; booking difficulty is medium because the show favors guests with substantial expertise, published work, senior industry experience, or a strong public profile.

Metrics

Episodes: 114

Frequency: Irregular

Rating: 4.4/5.0

Estimated listeners: 1,000 - 10,000

Gender skew: Neutral

Listener location: USA

YouTube: 15.1k subscribers

Instagram: 5.8k followers

Contact Information

Publicly listed emails

ryan.wimer@boldin.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Steve Chen - Founder of Boldin, a retirement-planning technology company focused on helping people make informed financial and lifestyle decisions for retirement.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Recognized retirement and personal-finance experts, published authors, journalists, experienced investors, behavioral experts, and senior leaders in fintech, wealth management, or financial planning.
Required Achievements:  
Published books or widely recognized financial education work, Senior leadership in fintech, wealth management, or financial planning, Established investment or advisory firms, National or industry recognition as a retirement, investing, or personal-finance authority

Recent Guest Discussions

Subbiah Subramanian - Artificial Intelligence In Personal Finance, Automation, Wealth Management, Financial Planning, And The Future Of Advisor-client Relationships.

Nir Eyal - Belief Change, Behavior Change, Overcoming The Gap Between Knowledge And Action, And Applying Behavioral Principles To Personal Improvement.

Paul Merriman - Evidence-based Investing, Portfolio Diversification, Index Investing, Financial Education, And Lessons From A Career In Financial Services.

Mark Miller - Social Security Claiming Strategies, Medicare, Retirement Healthcare Costs, Program Changes, And Retirement Planning.

Recent Topics

Finance, Retirement Planning, Social Security, Medicare, Investing

Episodes

Here's the recent few episodes on
The Boldin Your Money Podcast
:

Retirement Planning's Hidden Tradeoffs | With Jesse Cramer (Ep. 114)

October 01, 2026

Building a retirement plan means balancing financial security with the life you want to live. Steve Chen sits down with fee-only fiduciary financial planner Jesse Cramer, host of Personal Finance for Long-Term Investors and writer behind The Best Interest, to explore both the numbers and the human side of retirement.They discuss how Coast FIRE can create flexibility, why retirement requires more than a portfolio adjustment, and how stacking conservative assumptions can keep you working longer...

The Future of Financial Advice Is Closer Than You Think | With Ed Williams & Michael Byram (Ep. 113)

September 10, 2026

Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice.In this episode of Boldin Your Money, Steve Chen is joined by Ed Williams, Lead Financial Advisor at Boldin, and Michael Byram, Boldin's CTO and former engineering leader at Altruist, to discuss why this acquisition matters and how technology is reshaping the way people plan for retirement and manage their money.Together, they ...

How AI Is Changing Personal Finance | With AI & Data Expert Subbiah Subramanian (Ep. 112)

September 01, 2026

What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Subbiah Subramanian, VP of Product Management at Clearwater Analytics, to explore how technology is transforming wealth management, financial planning, and the advisor-client relationship. They discuss the recent Vanguard–Altruist acquisition, the growing advice gap, how AI can empower both advisors...

Similar Podcasts

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:

Friends Talk Money · Medium booking difficulty · 1,000 - 10,000 listeners

Frequently asked questions

Here's some frequently asked questions for
The Boldin Your Money Podcast
:

How do I get in touch with The Boldin Your Money Podcast?

The Boldin Your Money Podcast is hosted by Steve Chen. Its publicly listed email is ryan.wimer@boldin.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Boldin Your Money Podcast?

The publicly listed email for The Boldin Your Money Podcast: ryan.wimer@boldin.com.

How many listeners does The Boldin Your Money Podcast have?

Podseeker estimates The Boldin Your Money Podcast reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Boldin Your Money Podcast?

The Boldin Your Money Podcast typically books industry leaders. Typical guest background: Recognized retirement and personal-finance experts, published authors, journalists, experienced investors, behavioral experts, and senior leaders in fintech, wealth management, or financial planning. Common among recent guests: Published books or widely recognized financial education work; Senior leadership in fintech, wealth management, or financial planning; Established investment or advisory firms. Recent guests include Subbiah Subramanian, Nir Eyal, and Paul Merriman.

How hard is it to get booked on The Boldin Your Money Podcast?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does The Boldin Your Money Podcast cover?

Recent episodes cover Finance, Retirement Planning, Social Security, Medicare, and Investing. Pitch an idea tied to one of these topics and mention a recent episode.

Publicly listed emails

ryan.wimer@boldin.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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