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.

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

Bogleheads On Investing Podcast