Steve Chen: 'How Do You Deliver Lifetime Income?'

<p>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.</p></p><p><p><strong>Background </strong></p></p><p><p><a href="https://www.linkedin.com/in/secventures/" target="_blank">Bio</a></p></p><p><p><a href="https://www.newretirement.com/" target="_blank">NewRetirement.com</a> </p></p><p><p><strong>Retirement Planning</strong></p></p><p><p>“<a href="https://www.newretirement.com/retirement/podcast-episode-11-bob-merton-fixing-retirement/" target="_blank">Podcast: Nobel Prize Winner Robert Merton on Fixing Retirement</a>,” by Steve Chen, newretirement.com, July 5, 2018.</p></p><p><p>“<a href="https://www.soa.org/globalassets/assets/Library/Essays/2018/securing-future-retirements/2018-securing-future-retirements-chen.pdf">The Future of Retirement Planning Is Already Here, It’s Just Not Evenly Distributed</a>,” by Stephen Chen, soa.org, 2018.</p></p><p><p>“<a href="https://www.forbes.com/sites/stephenchen/2019/09/30/why-decumulation-is-the-new-accumulation/?sh=687d5c5c24ed" target="_blank">Why Retirement Decumulation Is the New Accumulation</a>,” by Stephen Chen, forbes.com, Sept. 30, 2019.</p></p><p><p> “<a href="https://www.moneytalksnews.com/slideshows/how-to-ensure-your-money-lasts-through-retirement/" target="_blank">5 Steps to Ensure Your Money Lasts Through Retirement</a>,” by Steve Chen, moneytalksnews.com, Jan. 6, 2021.</p></p><p><p><strong>The Pandemic & Retirement </strong></p></p><p><p>“<a href="https://www.forbes.com/sites/stephenchen/2020