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Planning is valuable, but it isn't the goal itself. Discover 3 ways to get unstuck if you think you suffer from retirement analysis paralysis.
June 13, 2025
Planning is valuable, but it isn’t the goal itself. Discover 3 ways to get unstuck if you think you suffer from retirement analysis paralysis.
You’re worth hundreds of thousands more than your net worth calculations suggest, really! (Assuming an expanded definition of net worth…)
This is the ultimate list of the best personal finance podcasts and YouTube channels, compiled from people who know, Boldin users!
Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future.
Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 6 step plan.
How to retire early? Get this 30-step checklist—covering everything from how much you need to how to be ready emotionally.
Testimonials and a recent survey of Boldin users show how retirement planning increases financial confidence and can trigger earlier retirements.
The Beige Book: what it is and what the latest report has to say about the economy (and therefore your life).
The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.
Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it.
Get early retirement tips and tricks from people who successfully retired in their 40s and 50s and are thriving now.
Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money.
Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech’s role in finance, and how to build smarter portfolios.
Find out how to apply for Social Security. Applying for Social Security is very straightforward. The real trick is deciding when. Get the inside scoop!
Explore 7 key provisions in (or consequences of) the One Big Beautiful Bill Act (OBBBA) — and what they could mean for your retirement.
Discover how Geoff Schmidt of Holy Schmidt went from Wall Street to YouTube to teach retirement, Social Security, and financial clarity.
There is a lot of buzz around “financial wellness.” But unlike many fads, financial wellness is definitely a worthwhile pursuit.
These financial gift ideas are thoughtful, forward-looking, and designed to help a young adult build a stronger future.
Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options.
It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your early sixties (or before)!
Worried you aren’t doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties.
The SSA has released a new format for your Social Security statement and logging on to see it requires a new account.
What can the volatility index tell you about the future of the stock market and your own financial security?
59 to 68 million Americans are in the sandwich generation. Get 8 powerful tips for managing this stressful time of life.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
