Podcast
Podcast 114: Retirement Planning's Hidden Tradeoffs, with Jesse Cramer
Fee-only planner Jesse Cramer joins Boldin’s podcast to explore Coast FIRE and how stacked cautious assumptions can keep you working longer.
Articles by Editorial Team
Planning
PlannerPlus Price Rises Oct. 15 for New Boldin Subscribers
On October 15, 2026, the PlannerPlus price rises to $168 a year for new subscribers. Subscribe before then to get the current $144 price.
Podcast
Podcast 112: How AI Is Changing Personal Finance, with Subbiah Subramanian
Subbiah Subramanian, VP of Product Management at Clearwater Analytics, joins Boldin’s podcast to explore AI in financial advice.
Value Your Time
Retirement Travel Survey: Financially Confident Retirees Worry About Time, Not Money
Boldin surveyed 1,331 retirement savers and found 89% budget for travel costs, versus 58% of other affluent adults. See what the data shows about why.
Podcast
Podcast 111: Why We Don’t Do What We Know We Should, with Nir Eyal
Nir Eyal, author of Beyond Belief and Indistractable, joins Boldin’s podcast to explain why limiting beliefs stall financial progress.
Podcast
Podcast 110: Evidence-Based Investing, Index Funds & Staying the Course, with Paul Merriman
Paul Merriman of the Merriman Financial Education Foundation discusses factor investing, index funds, and long-term wealth strategies.
Podcast
Podcast 109: DIY Investing, Long-Term Care, & the AI Future, with Erin Talks Money
Erin Moriarty of Erin Talks Money explores the emotional side of money, retirement spending, and how AI is reshaping financial planning.
Retirement Planning
Podcast 108: 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.
Retirement 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.
Pensions
WEP Repeal: What the Social Security Fairness Act Changed
The Social Security Fairness Act repealed WEP and GPO in 2025. See how much benefits rose, how back pay worked, and what to do if you never applied.
Retirement 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.
Retirement Planning
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.
Retirement Planning
Our Editor's Favorite Retirement Planning Articles of 2025
Discover Boldin’s editor’s favorite retirement planning articles from 2025—insights on money, mindset, purpose, and living well.
Planning
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.
Retirement Planning
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.
Planning
Year-End Financial Planning: 6 Insights from 1,000 Users
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.
Retirement Planning
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.
Retirement Planning
Retirement Fears: Scarier Than a Dark Walk on Halloween?
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.
Retirement Planning
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.
Retirement Planning
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.
Retirement Planning
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.
Planning
Government Shutdown and ACA Subsidies: User Survey
Boldin survey reveals most Americans worry a government shutdown and also the threat to ACA subsidies and retirement confidence.
Retirement Planning
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.
Retirement Savings and Investments
Market Risks: How to Plan for Them in Retirement
Explore the role potential market risks play in planning your future, other risks, and how flexible sources of funding can protect your future.
