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cover of episode Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin

Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin

2023/9/25
logo of podcast Bogleheads On Investing Podcast

Bogleheads On Investing Podcast

Shownotes Transcript

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.