Author: Editorial Team

Podcast 109: Social Security & Medicare: What’s Changing and What It Means for You with Mark Miller

Steve Chen sits down with Mark Miller to unpack the biggest changes hitting Social Security and Medicare right now.

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.

Boldin’s AI Planner Assistant: Advancing Mission to Make Financial Planning More Accessible, Affordable, and Understandable

Introducing Boldin’s AI Planner Assistant with a complete statement on using AI responsibly in financial planning.

Podcast 107: What Happens Next for CalSavers? With Fiona Ma & David Teykaerts

CA State Treasurer Fiona Ma and CalSavers Director David Teykaerts break down how the state is improving retirement access.

Podcast 106: The Automatic Millionaire in an Automated World with David Bach

David Bach joins Steve Chen to discuss The Automatic Millionaire, his IRA Flat Tax idea, RMD delays, retirement spending, and AI in financial planning.

More than Money: Our Editor’s Favorite Retirement Planning Articles from 2025

Discover Boldin’s editor’s favorite retirement planning articles from 2025—insights on money, mindset, purpose, and living well.

Tips, Lists, and Tricks: Boldin’s 15 Most Clicked Articles in 2025

These are Boldin’s 15 most-clicked articles, covering retirement planning topics like taxes, timing, investing, and more.

Podcast 105: You Can Afford Anything, but Not Everything with Paula Pant

Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework.

Year End Financial Planning: Survey of 1,000 Boldin Planners Reveals 6 Powerful Insights

Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.

Podcast 104: Money Confidence for Real Life with Katy Song

Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances.

What Scares People More: Retirement or a Dark Walk in the Woods on Halloween Night?

Retirement fears are real and deeply felt, but planning reduces the worry as shown by a poll of 1,000+ people who are approaching retirement.

Podcast 103: How Leslie & Thomas Used Boldin to Retire Early | Real Retirement Stories

Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years.

Podcast 102: How Andrea Retired Solo With Confidence | Real Retirement Stories

Discover how Andrea Solarz retired solo with confidence using Boldin, Social Security, and annuities to fund a life of purpose and travel.

Podcast 101: Caring for Parents, Planning for the Future with Beth Pinsker

CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity.

Survey: The Looming Government Shutdown and the Future of ACA Subsidies, Boldin Subscribers Express Concerns

Boldin survey reveals most Americans worry a government shutdown and also the threat to ACA subsidies and retirement confidence.

Podcast 100! Introducing Real Retirement Stories: Meet Mark Eakle

Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding.

How Many 401k Rollovers Per Year: Rules and Strategy

How many 401k rollovers per year can you do? Understand the one-per-year rule, direct rollovers, taxes, and smart timing with Boldin’s Savings Playbook.

How Important Is It to Anticipate Potential Market Risks in Your Retirement Plans?

Explore the role potential market risks play in planning your future, other risks, and how flexible sources of funding can protect your future.

When Can You Withdraw From 401k Without Penalty? A Clear Guide

Understand when you can withdraw from 401k without penalty, the ages that matter, the exceptions that apply, and smart sequencing that protects your plan.

Should Alternative Assets Be in Your 401(k)? What Financially Savvy Americans Really Think

Informed older Americans are highly skeptical about alternative assets in a 401(k).

Podcast 99: What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud

Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off.

What Is Better Than an Annuity for Retirement: Smarter Options

What is better than an annuity for retirement? Explore smarter investment and income strategies to grow and protect your wealth.

Should I Invest in 401k or Roth IRA?

Should I invest in 401k or Roth IRA? Learn how to decide based on taxes, income, and retirement goals, with examples and guidance.

Does Roth 401k Have Income Limits? Rules and Myths Explained

Does Roth 401k have income limits? Learn the rules, myths, and strategies high earners can use to take advantage of Roth 401k contributions.