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money mindfulness Financial Wellness

Money Mindfulness: 10 Ways to Reduce Stress and Improve Your Financial Success

Money mindfulness is a powerful trick to reducing financial stress and improving your day to day and long term financial outcomes. Learn how.

April 17, 2025
Planning

Podcast 92: Making Sense of Social Security with Devin Carroll

Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.

April 17, 2025
simple retirement plan Planning

Simple Retirement Planning: An Easy 4 Step Framework for Getting to the Future You Want

Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.

April 17, 2025
retirement planning for women Family and Relationships

Retirement Planning for Women: 10 Reasons Why You Are Probably Behind and How to Catch Up

Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up!

April 15, 2025
best books on retirement planning Retirement Planning

100+ of the Best Books on Retirement Planning, Living in Retirement, and Aging

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.

April 15, 2025
economic possibilities Planning

Future Economic Possibilities: How You Can Prepare for Any Future Up or Downturn

Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.

April 10, 2025
tariff turmoil Retirement Income

7+ Powerful Actions Taken (and Not Taken) by Boldin Users During the Week of Tariff Turmoil

Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.

April 10, 2025
Planning

Podcast 91: Tariffs, Markets & The Macro Story with Mike Himmelfarb

Steve Chen and Mike Himmelfarb unpack the sweeping impact on global markets, economic strategy, and personal finance.

April 10, 2025
life transitions Lifestyle

Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)

Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.

April 9, 2025
market volatility Planning

Market Volatility: What Percentage of Boldin Users Feel Prepared? Plus, Critical Actions to Take in Uncertain Times (Prepared or Not) 

Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.

April 3, 2025
tariff commentary Planning

Trump’s Tariffs and Markets in Turmoil: Commentary and Advice from 12 Financial Gurus

Hear what 12 thought leaders have to say about Trump’s tariffs and the market turmoil. Get useful advice and insightful commentary.

April 3, 2025
history of tariffs Retirement Savings and Investments

A Brief History of U.S. Tariffs and Their Economic Impact

Explore the history of U.S. tariffs and the impact they have had on the economy to help understand what is happening now.

April 3, 2025
Planning

Video: Taxes in Retirement Office Hours

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

April 3, 2025
tax planning tips Taxes

Taxes in Retirement: 25 Terrific Tax Planning Tips for a Wealthier 2025 and Beyond

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

March 27, 2025
IRMAA Insurance

Medicare Surcharges (IRMAA): How the Wealthier Pay MORE for Coverage

Are you wealthy? You may be paying extra for Medicare. Find out why and how to reduce your IRMAA – Income Related Monthly Adjustment Amount.

March 27, 2025
best life expectancy calculators Retirement Planning

The 10 Best Life Expectancy Calculators and Why to Use One When Planning Your Retirement

Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!

March 26, 2025
Boldin Tour Planning

Video: Get Started 1, A Quick Tour of the Boldin Planner

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

March 26, 2025
retiring before 62 early retirement insurance Insurance

Retiring at 62 or Before? Average Early Retirement Health Costs + 9 Ways to Afford Insurance

Health costs before age 65 when you qualify for Medicare are expensive. Here are 9 ways to make early retirement insurance more affordable.

March 26, 2025
am i ready to retire Planning

Am I Ready to Retire? 8 Unexpected Skills You Need for a Happy Secure Future

If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best most secure…

March 23, 2025
retire like an adult Planning

How to Retire Like an Adult: An 11-Point Checklist for Responsible Freedom

To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure.

March 20, 2025
Planning

Podcast 90: Money, Mindfulness & Mastery with Leisa Peterson

Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.

March 20, 2025
costs of long term care Insurance

The Actual Costs of Long Term Health Care

If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.

March 20, 2025
Roth conversion strategies Taxes

Strong Engagement & High Confidence: What Boldin’s Survey of Users Reveals About Strategizing Roth Conversions

Get 6 surprising takeaways from Boldin’s recent survey of users about Roth conversions.

March 18, 2025
stock market corrections Planning

Stock Market Corrections, Crashes, and Bear & Secular Bear Markets: The Differences and How to Handle for Long Term Financial Health

Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.

March 13, 2025

Boldin Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.