Steve Chen - Profile and Journalist Details
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Steve Chen
Verified
Founder and CEO, Boldin
San Francisco
Beats
Investment, Asset Management , Pensions, Endowments , Investment Banking, Investment Management , Money, Investment Consulting
Content
By Steve Chen| Boldin@ Individual Advisor Enterprise Planning Pricing Blog Community Steve Chen January 30, 2025 In this episode, we sit down with Mike Richardson, former SVP and CTO of Nationwide, who retired at 55 to embrace a fulfilling second act. Mike shares his inspiring journey of building a financial plan, navigating early retirement, and redefining purpose.
By Steve Chen| Boldin@ Steve Chen welcomes Christine Benz, Director of Personal Finance at Morningstar, to discuss her book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine shares practical strategies for retirement planning, including tax-efficient decumulation, dynamic spending, and the bucket approach for managing cash flow and investments.
By Steve Chen| Boldin@ Individual Advisor Enterprise Planning Pricing Blog Community Steve Chen January 30, 2025 In this episode, we sit down with Mike Richardson, former SVP and CTO of Nationwide, who retired at 55 to embrace a fulfilling second act. Mike shares his inspiring journey of building a financial plan, navigating early retirement, and redefining purpose.
Company Info
Boldin