The Boldin Your Money Podcast

Steve Chen

julie.tapia@newretirement.com

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Booking Overview

An interview-focused retirement planning and financial wellness show featuring external experts in investing, Social Security, Medicare, behavior change, and purposeful living. Agencies could credibly pitch recognized financial educators, retirement advisors, benefits experts, authors, journalists, and behavioral-science specialists with practical frameworks; booking difficulty is high because recent guests have established reputations, books, and substantial professional experience.

Metrics

Episodes: 111

Frequency: Irregular

Rating: 4.4/5.0

Estimated listeners: 1k-10k

Gender skew: Neutral

Location: USA

YouTube: 15.1k subscribers

Instagram: 5.8k followers

Contact Information

julie.tapia@newretirement.com

For verified host and producer emails, sign up to view.

Host

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

Booking Intelligence

Booking Requirements

high
Typical Credentials:  
Established authors, journalists, financial educators, retirement professionals, policy specialists, or recognized experts who can provide practical guidance on retirement, investing, government benefits, health coverage, or behavior change.
Required Achievements:  
Published books, National recognition in their field, Long professional experience, Established educational or media platforms

Recent Guest Discussions

Nir Eyal - Changing Beliefs, Overcoming The Gap Between Knowing What To Do And Actually Doing It, And Applying Behavior-change Principles.

Paul Merriman - Evidence-based Investing, Portfolio Diversification Beyond The S&p 500, And Lessons From Nearly Six Decades In Financial Services.

Mark Miller - Social Security Claiming Strategies, Medicare Coverage Decisions, Program Changes, And Retirement Policy.

Recent Topics

Retirement Planning, Investing, Social Security, Medicare, Financial Wellness

Episodes

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

Nir Eyal: Beyond Belief - Why We Don’t Do What We Know We Should

July 01, 2026

Here's Where to Find Nir: ⬇️  Purchase Beyond Belief: geni.us/beyondbelief  Free belief change guide: www.nirandfar.com/beyond-belief-live  Bonus content and the 30-Day Belief Transformation Journal: nirandfar.com/beyond-belief  Website: http://nirandfar.com  LinkedIn - https://www.linkedin.com/in/nireyal/  Instagram - http://instagram.com/nireyal  Previous books: Hooked: geni.us/hooked I ndistractable: geni.us/Indistractable

Paul Merriman: Evidence Based Investing

May 28, 2026

Paul Merriman — nationally recognized authority on index investing and one of the most trusted voices in evidence-based investing — joins Steve Chen to share what nearly six decades in financial services taught him about how the industry really works. Paul opens up about why he walked away from Wall Street in his 20s, how he accidentally built a $1.6 billion advisory firm, and why he gave it all up to focus on financial education. He breaks down the simple investing framework he's spent his c...

Mark Miller: Social Security & Medicare, What’s Changing and What It Means for You

May 07, 2026

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 claiming both programs, explains why “later is better” for most Social Security claimants, and breaks down the trust fund depletion risk without the fear-mongering. The conversation covers the real-world impact of DOGE-driven SSA staffing cuts, why...

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