And she was making that transition to retirement. She had been a small-business owner, a college-educated person. So, my mom came to my brother and I in her early 60s. Can you talk about that journey and the areas where you found that conventional retirement planning tools came up short?Ĭhen: Sure. It sounds like you and your brother were trying to help your mom figure out her plan for retirement. So, let's talk about how you started it and why you started it. We want to talk about NewRetirement, which is a platform for retirement planning. It's an honor to be here.īenz: Well, it's great to have you here. Steve Chen: Christine, thanks for having me on. Steve received his Bachelor of Science in systems engineering from Boston University.

He also hosts the NewRetirement podcast and contributes to Forbes. 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. NewRetirement advisors also offer one-on-one financial advice and coaching with certified financial planners. Steve is the founder and CEO of, which he describes as a TurboTax for financial planning. Jeff Ptak: And I'm Jeff Ptak, chief ratings officer for Morningstar Research Services.īenz: Our guest on the podcast today is Steve Chen. I'm Christine Benz, director of personal finance for Morningstar. “ Serious Medical Crisis: Many Retirees Will Require Long-Term Care, but Few Will Be Able to Afford It,” .Ĭhristine Benz: Hi, and welcome to The Long View. “ Changes Coming to Social Security & Medicare: Small COLA and 6 Other New Developments for 2021,” by Kathleen Coxwell,, Oct. “ The Actual Costs of Long-Term Health Care,” by Kathleen Coxwell,, July 3, 2020. “ Karsten Jeske: Cracking the Code on Retirement Spending Rates,” The Long View Podcast with Christine Benz and Jeff Ptak,, Oct. “ The Pros and Cons of Annuities: How to Evaluate Annuities for Your Retirement,” by Kathleen Coxwell,, Sept. “ 5 Steps for Defining Your Retirement Drawdown Strategy,” by Steve Chen,, June 29, 2020.

“ 5 Mistakes to Avoid When Shopping for Annuities,” by Steve Chen,, June 27, 2020. “ Tax-Efficient Retirement Withdrawal Strategies,” by Stephen Chen,, Dec.

“ The Most Dangerous Age for Retirement,” by Stephen Chen,, Nov. “ Kerry Hannon: Remote Work Trend Benefits Older Workers,” The Long View Podcast with Christine Benz and Jeff Ptak,, Oct.

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