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Retirement Income

Retirement Income Strategies: 18 Ideas for Lifetime Wealth and Peace of Mind

18 practical retirement income strategies: See what experts recommend and decide how to create a plan for your own lifetime wealth.

February 6, 2025
economic indicators Planning

Economic Indicators: 22 Data Points to Consider as You Try to Predict the Future

No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in financial decision making and planning.

February 6, 2025
Living without money Earning

Surprising Lessons from People Who Live Without Money (Completely Outside of the Financial System)

It’s totally impractical, super challenging and yet living without money is an intriguing concept. Learn a little bit more about an alternative way of life.

February 6, 2025
spending mindset Financial Wellness

Going from a Saving to a Spending Mindset: How to Stop Worrying, Retire, and Enjoy It

You, like many Boldin users, might have enough to retire, but are scared to start spending. Get 7 tips for moving to a spending mindset.

January 30, 2025
ways to retire Planning

10 Creative Ways to Retire Even If You Think You Haven’t Saved Enough

Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.

January 30, 2025
Podcast Michael Richardson Planning

Podcast 87: Retirement Ready – Confidence, Planning, and Purpose with Mike Richardson

Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose.

January 30, 2025
scarcity Planning

Scarcity: Don’t Let it Steal Your Retirement

Worry about the scarcity of time, money, food, etc… can be a problem in lots of situations – including retirement. Learn how to focus on what’s important!

January 30, 2025
finances in 2025 Planning

9 Big Economic Developments and How They’ll Help (or Hurt) Your Finances in 2025

Big changes are afoot with the start of 2025. See what’s in store for your bottom line.

January 23, 2025
wasting money Retirement Savings and Investments

16 Ways to Stop Wasting Money and Save More for Retirement (Like $100,000 More)

It’s easy to overlook dumb spending, pay hidden fees, or get scammed. Avoid the most common ways people waste money and save more for your retirement.

January 23, 2025
debt ceiling Financial Wellness

What is the Debt Ceiling Crisis and 8 Ways to Prepare for Possible Fallout

Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.

January 19, 2025
Oliver Burkeman Planning

Oliver Burkeman on the Surprising Benefits of Being Less Productive (and Potentially Retiring Earlier)

Explore how redefining your relationship with productivity can lead to a more meaningful and fulfilling life and perhaps an earlier retirement.

January 16, 2025
micro financial habits Planning

17 Micro Financial Habits for More Wealth and Peace of Mind

Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.

January 16, 2025
social security fairness act Earning

The Social Security Fairness Act: Are Your Benefits Impacted?

Learn about the Social Security Fairness Act, new legislation that restores benefits to public service workers.

January 16, 2025
lost 401k Retirement Savings and Investments

Find Lost 401k: How to Find Out If You Have Lost or Forgotten Retirement Accounts

Here is a guide for how to find lost money — a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3!

January 15, 2025
financial goals Planning

The 4 Kinds of Financial Goals and Why They Are All Important for a Secure Future

Set financial goals today to reduce stress. Learn why setting process-oriented as well as short-, medium- and long-term financial goals are critical to your success.

January 9, 2025
climate change Financial Wellness

Climate Disasters: How to Protect Your Money, Home, and Retirement Well Being

Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.

January 9, 2025
Planning

Boldin Recap: Are You Taking Advantage of Everything we Released in 2024? (And, Our Promise for 2025)

Did you miss any of our new features in 2024? Are you taking full advantage of the updates? Can you guess the favorite tools in the Planner?

January 2, 2025
financial goals and resolutions Planning

Financial Goals and Resolutions: Prepare for a Great 2025 and Beyond

Set financial goals and resolutions for 2024. Here are 28 things to consider to set yourself up for a secure and happy future.

January 2, 2025
boldin vs maxifi Planning

Maxifi vs Boldin: Which is the Better Retirement Planning Tool for You?

Compare Maxifi to Boldin. These are two powerful tools with a few critical differences. See what is best for you.

December 31, 2024
best retirement articles Planning

Best Financial and Retirement Articles from 2024

Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future.

December 24, 2024
Retirement Planning

Podcast 86: Pioneering Fintech and the Future of Money with Mark Goines

Listen to Steve Chen and Mark Goines discuss the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial services.

December 20, 2024
roth conversion planning Planning

Planning for Uncertainty: Why Roth Conversions Require Iteration, Not Perfection (It’s an Art, Not a Science)

Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better.

December 19, 2024
cross class friendships Financial Wellness

Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security

New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.

December 17, 2024
distribution strategies for inherited iras Financial Wellness

Have an Inherited IRA? Here is Your Guide to Strategizing Required Withdrawals from Your Account

Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.

December 12, 2024

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