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
Publicly listed emails
ryan.wimer@boldin.com
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Steve Chen - Founder of Boldin, a retirement-planning technology company focused on helping people make informed financial and lifestyle decisions for retirement.
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.
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...
Friends Talk Money · Medium booking difficulty · 1,000 - 10,000 listeners
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.
The publicly listed email for The Boldin Your Money Podcast: ryan.wimer@boldin.com.
Podseeker estimates The Boldin Your Money Podcast reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.
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.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
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
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