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In this NGPF Podcast episode, Tim talks with Stephen Chen, founder of Boldin, formerly NewRetirement. They discuss Steve's entrepreneurial journey in financial planning, highlighting the transformation from NewRetirement to Boldin and the shift towards empowering users with comprehensive, accessible financial tools. The conversation delves into the importance of financial literacy, strategies for retirement planning, and the evolving landscape of financial advising fees. Steve also shares personal anecdotes and insights on how proper financial planning can significantly impact individual lives, underscoring the importance of starting financial education early.
China is turning science fiction into fact, whether through the development of nuclear reactors for interplanetary space travel or the use of artificial intelligence to fight corruption. The Post’s science editor Stephen Chen and science reporter Holly Chik discuss some of the latest achievements by China’s scientific community and how the country is nurturing the next generation of scientists. Read the latest on China science: https://sc.mp/a3caf7
Jason talks to Stephen Chen, founder, and CEO of New Retirement. It is an online platform that facilitates financial institutions in offering DIY financial planning experiences to their existing or potential customers. The platform is designed to enhance and complement their existing financial services. Stephen describes New Retirement as essentially creating a "TurboTax for financial planning." Initially, the company began as a consumer-facing platform before transitioning into its current role of supporting financial institutions in providing comprehensive financial planning solutions.Episode Highlights 03:25: Jason acknowledges that Stephen Chen's approach with New Retirement is a much better approach compared to some other concepts he has encountered.04:07: Stephen talks about the evolution of New Retirement's business model. Initially, the company was bootstrapped and started as a subscription service for consumers. However, it became evident that this model wasn't inherently scalable for venture capital investment.05:36: This strategic shift from a consumer-centric model to enterprise partnerships has allowed New Retirement to scale and generate more revenue.11:08: Stephen emphasizes the importance of providing tools and education to help people gain a sense of financial control and visibility into their future financial security.18:08: Stephen highlights the importance of design in the software's success, making it user-friendly and accessible to a broad audience.3 Key PointsStephen shares individuals today are more educated and informed about their financial situations due to the internet. This increased knowledge enables them to have richer and more efficient conversations with financial advisors or coaches.Just as travel agents still exist but coexist with online travel booking tools like Kayak, Stephen believes that financial advisors will continue to play a vital role. However, he emphasizes the need for more advisors and lower-cost options to make financial planning accessible to a broader audience.Stephen discusses the importance of design in New Retirement's software, emphasizing that it needs to be intuitive and user-friendly, like the success of the iPhone with its consumer-grade design. He mentions that they are continually improving their software and focusing on data and AI to enhance the user experience.Tweetable Quotes“New Retirement collaborates with various players in the financial ecosystem to streamline and improve the efficiency of services offered to their target demographic.” – Stephen“Behavioral coaching also plays a significant role in helping individuals avoid major financial mistakes and execute their financial decisions effectively.” – Stephen“Large companies, including Fortune 100 firms, have now begun to appreciate the value of financial planning.” – StephenResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorNew Retirement Website Podcast Editing Hosted on Acast. See acast.com/privacy for more information.
When it comes to financial independence are you the turtle or the hare? How important are your financial goals and how quickly do you want to get there? In this episode, we talk to Stephen Chen, Michelle Dash, and Nate Wilson from New Retirement about their careers and aspirations.
Survival for glioblastoma remains very poor despite decades of research, with a 5-year survival of only 5%. Technological improvements that have revolutionized treatment of ischemic stroke and brain aneurysms have great potential in providing more precise and selective delivery of cancer therapeutic agents to brain tumors. In this podcast, JNIS Editor-in-Chief, Dr. Felipe C. Albuquerque speaks with Dr. Stephen Chen (1)and Dr. Peter Kan (2) about their paper "Perfusion-guided endovascular super-selective intra-arterial infusion for treatment of malignant brain tumors". The paper describes a technique using perfusion guidance to enhance the precision of endovascular super-selective intra-arterial (ESIA) infusions of mesenchymal stem cells loaded with Delta-24 in the treatment of glioblastoma. This technique enhances targeted super-selective delivery of therapeutic agents for brain tumors. Paper available online (https://jnis.bmj.com/content/14/6/533) and in June print issue of JNIS. Please subscribe to the JNIS Podcast via all podcast platforms, including Apple Podcasts, Google Podcasts, Stitcher and Spotify, to get the latest episodes. Also, please consider leaving us a review or a comment on the JNIS Podcast iTunes page: https://podcasts.apple.com/gb/podcast/jnis-podcast/id942473767 Thank you for listening! This episode was produced by Leticia Amorim and edited by Brian O'Toole. (1) Interventional Radiology, University of Texas MD Anderson Cancer Center, Houston, Texas, USA (2) Neurosurgery, The University of Texas Medical Branch at Galveston, Galveston, Texas, USA
Stephen Chen has been referred to as the hardest working tournament director in Minnesota. In this episode we talk about the general leagues (how they work; their value), the leagues Stephen runs, how Minnesota is a mecca for disc golf and the positivity of the Minnesota disc golf community. We also specifically talk about the Hansen Park Winter Series that has been going for nearly a decade; you can stay connected through the Facebook Group. You might even get a bit of insight about his famous dog, Aero. You can reach Stephen at chenman15@gmail.com.Northern Chains is ultimately about building community among those who are passionate about the great game of Disc Golf. Let's learn together, play together, champion each other and build life-long friendships. Support is requested in the following ways; 1) Subscribe, rate and review the podcast, 2) Subscribe to YouTube channel, 3) Follow Northern Chains on Instagram, and 4) Support financially at Patreon.com/northernchains --- and of course, tell a friend!Email northernchainspodcast@gmail.com if you have any questions, feedback or ideas.Support the show (https://www.patreon.com/northernchains)
Kairos Podcast: Share Your Perspective by Wheaton Academy Kairos Community
Wheaton Academy history department streak check ^.^ This time we invited Mr. Jasper to be our guest, talked about the transition of powers that happened recently. Shoutout to Stephen Chen who edited this episode, even though his computer crashed once while he was editing... Also, big thanks to Mr. Jasper to be willing to be on our podcast! Hope you enjoy this episode, and we will be back soon (with a more relaxed topic haha) :) - Jessica Zhang, Darren Li
Our guest on the podcast today is Steve Chen. Steve is the founder and CEO of NewRetirement.com, which he describes as a TurboTax for financial planning. NewRetirement advisors also offer one-on-one financial advice and coaching with certified financial planners. Prior to founding NewRetirement, Steve founded venture-backed companies in education and financial services and worked as a consultant at firms including Charles Schwab, Fidelity, and Dimensional Fund Advisors. He also hosts the NewRetirement podcast and contributes to Forbes. Steve received his Bachelor of Science in systems engineering from Boston University.Background BioNewRetirement.com Retirement Planning“Podcast: Nobel Prize Winner Robert Merton on Fixing Retirement,” by Steve Chen, newretirement.com, July 5, 2018.“The Future of Retirement Planning Is Already Here, It’s Just Not Evenly Distributed,” by Stephen Chen, soa.org, 2018.“Why Retirement Decumulation Is the New Accumulation,” by Stephen Chen, forbes.com, Sept. 30, 2019. “5 Steps to Ensure Your Money Lasts Through Retirement,” by Steve Chen, moneytalksnews.com, Jan. 6, 2021.The Pandemic & Retirement “2021: The Good, The Bad and The Ugly,” by Stephen Chen, forbes.com, Sept. 7, 2020.“Kerry Hannon: Remote Work Trend Benefits Older Workers,” The Long View Podcast with Christine Benz and Jeff Ptak, Morningstar.com, Oct. 21, 2020.“The Most Dangerous Age for Retirement,” by Stephen Chen, forbes.com, Nov. 1, 2020.Spending & Withdrawal Rates“Tax-Efficient Retirement Withdrawal Strategies,” by Stephen Chen, forbes.com, Dec. 17, 2018. “5 Mistakes to Avoid When Shopping for Annuities,” by Steve Chen, newretirement.com, June 27, 2020.“5 Steps for Defining Your Retirement Drawdown Strategy,” by Steve Chen, newretirement.com, June 29, 2020.“The Pros and Cons of Annuities: How to Evaluate Annuities for Your Retirement,” by Kathleen Coxwell, newretirement.com, Sept. 15, 2020.“Karsten Jeske: Cracking the Code on Retirement Spending Rates,” The Long View Podcast with Christine Benz and Jeff Ptak, Morningstar.com, Oct. 14, 2020.Zvi BodieSocial Security & Long-Term Care“The Actual Costs of Long-Term Health Care,” by Kathleen Coxwell, newretirement.com, July 3, 2020. “Changes Coming to Social Security & Medicare: Small COLA and 6 Other New Developments for 2021,” by Kathleen Coxwell, newretirement.com, Oct. 14, 2020.“Serious Medical Crisis: Many Retirees Will Require Long-Term Care, but Few Will Be Able to Afford It,” newretirement.com.
We survey our community to delineate how they are surviving 2020 with all the ups and downs we have already encountered this year. Featuring Stephen Chen, Jolene Unland, Bill Yount, and David Blobaum. Plus a short segment with Vincent Pugliese about his new venture The Youth Entrepreneur School.
The New Retirement is Here - and It Keeps Evolving Planning for retirement is not the type of thing you set and forget. Retirement continues to evolve. And in times like these, you want to make sure that your retirement plan is current and up to speed for a changing landscape. Our guest, Stephen Chen, has his finger on the pulse of retirement today. His company, New Retirement, is an online retirement planning service, with one of the top-rated retirement planning calculators, along with other robust tools and advisory services. Steve offers his perspective and opinions on: The story of his company: New Retirement How retiring is different today The building blocks of a sound retirement plan The expenses people aren't adequately accounting for - but should be How the pandemic is changing retirement planning How COVID-19 is affecting the FIRE Movement What people should be aware of if they want to start a business How people who've put it off can get started on preparing for their retirement ___________________________ Bio Stephen Chen is the founder and CEO of NewRetirement, an online retirement planning service focused on helping people prepare for and make the most of their resources in retirement. He focuses on product management and business development at NewRetirement. His experience spans financial services, education, investing, and retirement planning across firms that include Charles Schwab, Wells Fargo, Embark, SEC Ventures, and Dimensional Fund Advisors. Chen has worked in Fortune 500 firms and has also started venture-backed firms that have raised $40 million in capital. He is an honors graduate from Boston University with a bachelor of science in systems engineering. ___________________________ Wise Quotes On The Importance of Planning "First, it's just having a plan. Right. So getting organized and kind of seeing what's possible. For many folks, healthcare is the number one thing they're thinking about when they're looking at the transition to retirement. So, there are three parts. There's the healthcare you get while you're working, which people take for granted. Then there's usually a gap between when you're working and before Medicare. And then there's your plan for Medicare, but then there's thinking about your healthcare. There's thinking about your income, right? So how do you claim social security? How do you draw your assets tax efficiently? How do you manage risk in your portfolio and in your own situation? So there are different ways that you can hedge risk in your portfolio and there are ways you can use other resources". On Purpose in Retirement "We're definitely seeing people ask in our community for ideas on how to spend their time, if it's volunteering or if it's work or starting companies. Being thoughtful about purpose - it's worth it to take some time and think about how you're going to spend your own time, where you want to see that invested in and what you want to see the result of that time." On The Impact of COVID-19 on Retirement Planning "I think another thing that's happened is like the people are getting a preview of what retirement could be if they are not too thoughtful about it. It's like Groundhog day, right? It's like the same day over and over - What are we doing today? We're going to go for a hike. What's for dinner? That's anybody watched the movie Groundhog day again. Doesn't look like a lot of fun. Let's be thoughtful about how we're going to spend our time. __________________________ For More Information on Stephen Chen NewRetirement.com _________________________ Related Podcast Episodes You May Like How to Make a Wise Career Switch – Dawn Graham The Skill Set for Life’s Transitions – Bruce Feiler What’s Your Exit Strategy? – Ashley Micciche What Are The Keys To A Successful Retirement? Fritz Gilbert How to Retire Early and Live Your Life Fully – Leif Dahleen
UTJ has peaked at Episode 2 because we got Pastor Steve (of Redeemer Bible Fellowship) to come on and talk about how he thinks through dressing for Sundays. Along the way Jane begins to wonder: Is Steve an old man? What does amortize even mean and how does Steve use such vocabulary so casually??
What happens when your financial future is put in jeopardy by your parents? We discuss how to talk to parents about financial issues in the midst of aging, health care crises, and sometimes poor decision making. Featuring Cameron Huddleston, Jen Smith, Stephen Chen, and Doug Nordman.
Podcast: SecuriosityEpisode: How to look for hardware hacksPub date: 2018-10-12Greg and Jen continue to discuss the big Bloomberg story that's causing so much grief. In our interview, we talk to PFP founder Stephen Chen on how helps companies uncover hacks like the plausible one discussed in the Bloomberg story. Don't forget: DC Cyber Week is next week!The podcast and artwork embedded on this page are from Scoop News Group, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Greg and Jen continue to discuss the big Bloomberg story that's causing so much grief. In our interview, we talk to PFP founder Stephen Chen on how helps companies uncover hacks like the plausible one discussed in the Bloomberg story. Don't forget: DC Cyber Week is next week!
Stephen Chen (@petnostics) is the founder of Petnostics, a company that makes a line of at-home urine tests for pets to make healthy living easier for pets and their families. They've extended their product line to include tests for other chronic conditions. Stephen, a Harvard MBA graduate, pitched his company on Shark Tank and landed $300,000 from Laurie Grenier and Kevin O'Leary in exchange for a 20% stake in his company. Check out their amazing products at www.petnostics.com In this episode we cover: -How he accidentally tried out for Shark Tank -The value he received from his Harvard MBA -Most valuable lessons from bootstrapping his company, and more.. --- Get updates about new podcast episodes by subscribing to the newsletter at www.howtofindajobin10days.com and e-mail questions to job10days@gmail.com
Stephen Chen reads from Compelled to Excel: Immigration, Education, and Opportunity among Chinese Americans by Vivian Louie Baldwin, published by Stanford University Press. "About a fifth of my Columbia sample were [Chinese American] students who came from the urban enclaves...They saw themselves as the lucky ones who made it, while not everyone else did."
Great Caesar is a Brooklyn-based collaborative that aims to create music about things that really matter: love, legacy, and the complexity of human relationships. They started as a high school jazz trio in Madison, CT, and kept their musical friendship alive through six years of college, including Berklee College of Music for saxophonist Stephen Chen ’10. In 2010, the band moved to New York City, in the tide of stories and humanity of the Big Apple, they crafted "Don't Ask Me Why." Given audiences’ positive reaction to the song, they approached filmmaker Alex Colby, who created a bold video juxtaposing the civil rights movement of the 1960s with today’s fight for LGBT equality. With big ideas for set pieces, a large cast and sweeping visuals, the video was an undertaking far beyond anything the band had previously attempted, and when an investor dropped out after the project had already begun rolling, the band turned to Kickstarter to and raised over $50,000–far past their goal of $35,000–to complete the project. Upworthy.com premiered the video on MLK day 2014, and it was quickly shared by supporters including Russell Simmons, Deepak Chopra, Wyclef Jean, Arsenio Hall, Superbowl champion Brendon Ayanbadejo, and countless others, and has amassed over 230,000 views on Youtube. Great Caesar has been gearing up for the release of a self-titled EP produced by Griffin Rodriguez (Beirut, Modest Mouse, A Hawk and a Hacksaw). The EP is set to release at the Daybreaker morning dance party (recently profiled in the NY Times, WSJ, and others) on June 17, just before the band flies to LA to perform at the TEDx Hollywood conference in search of the next big break.
I have invited some of my lawyer friends to Know-It-All to talk about the law and education and the work they do every day to ensure that children all over this nation receive a quality education. We'll talk about the school-to-prison pipeline, access to advanced courses, special education, charter schools, and more. Join me; Shakti Belway, a civil rights attorney and expert; Timothy Riveria of the Advocates for Justice and Education, Inc.; and Stephen Chen, a civil rights attorney for the federal government, for an in-depth look at how the law impacts education. Host, Allison R. Brown, is a civil rights attorney and President of Allison Brown Consulting (ABC), which works with schools and other entities to create education equity plans and promote equity in education.