59 min listen
Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin
Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin
ratings:
Length:
41 minutes
Released:
Sep 25, 2023
Format:
Podcast episode
Description
Steven Chen is the founder of NewRetirement, a do-it-yourself tool for retirement planning. Prior to founding NewRetirement, Stephen founded venture-backed companies in education and financial services, and worked with organizations including Charles Schwab, Dimensional Fund Advisors, and Fidelity.
This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.
Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.
This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.
Show Notes
2023 Conference - The John C. Bogle Center for Financial Literacy
Bogleheads® Live 41: Derek Tharp on Retirement Planning – 4% Rule vs. Monte Carlo
Bogleheads on Investing with John Bogle – Episode 1
Bogleheads on Investing with William F. Sharpe: Episode 59
Bogleheads® investment philosophy
Bogleheads® Live with Christine Benz: Episode 37
Bogleheads® Live with Christine Benz: Episode 5
Bogleheads on Investing with Cody Garrett: Episode 61
Bogleheads on Investing 58: Mike Piper on “More than Enough”
Bogleheads® Live: Cameron Huddleston: talking to your parents about their finances
Bogleheads® Live with Mike Piper: Episode 36
Bogleheads® Live with Steve Ryder: Episode 43
Bogleheads® 2022 Conference – Mike Piper- Social Security, Tax Planning Before and During Retirement
Bogleheads® Live with Cameron Huddleston: Episode 34
Bogleheads on Investing with Mike Piper: Episode 58
Bogleheads® Forum
Bogleheads® Wiki
Bogleheads® Reddit
Bogleheads® Facebook
Bogleheads® LinkedIn
Bogleheads® Twitter
Bogleheads® on Investing podcast
Bogleheads® YouTube
Bogleheads® Local Chapters
Bogleheads® Virtual Online Chapters
Bogleheads® on Investing Podcast
Bogleheads® Conferences
Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.
Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.
This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.
Show Notes
2023 Conference - The John C. Bogle Center for Financial Literacy
Bogleheads® Live 41: Derek Tharp on Retirement Planning – 4% Rule vs. Monte Carlo
Bogleheads on Investing with John Bogle – Episode 1
Bogleheads on Investing with William F. Sharpe: Episode 59
Bogleheads® investment philosophy
Bogleheads® Live with Christine Benz: Episode 37
Bogleheads® Live with Christine Benz: Episode 5
Bogleheads on Investing with Cody Garrett: Episode 61
Bogleheads on Investing 58: Mike Piper on “More than Enough”
Bogleheads® Live: Cameron Huddleston: talking to your parents about their finances
Bogleheads® Live with Mike Piper: Episode 36
Bogleheads® Live with Steve Ryder: Episode 43
Bogleheads® 2022 Conference – Mike Piper- Social Security, Tax Planning Before and During Retirement
Bogleheads® Live with Cameron Huddleston: Episode 34
Bogleheads on Investing with Mike Piper: Episode 58
Bogleheads® Forum
Bogleheads® Wiki
Bogleheads® Reddit
Bogleheads® Facebook
Bogleheads® LinkedIn
Bogleheads® Twitter
Bogleheads® on Investing podcast
Bogleheads® YouTube
Bogleheads® Local Chapters
Bogleheads® Virtual Online Chapters
Bogleheads® on Investing Podcast
Bogleheads® Conferences
Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Released:
Sep 25, 2023
Format:
Podcast episode
Titles in the series (66)
Episode 005: Gus Sauter, host Rick Ferri: Gus Sauter is our guest in Episode 5. This information packed podcast is with guest Mr. George Upham Sauter, fondly known as "Gus", former Chief Investment Officer, Managing Director and Portfolio Manager of The Vanguard Group, Inc., the investment advis... by Bogleheads On Investing Podcast