Lifestyle
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.
Articles by Editorial Team
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: Personal Finance for Real People: DIY Investing, Long-Term Care, and 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.
Insurance
Health Insurance for 55 and Older: What It Costs and How to Afford It
Covering health insurance from 55 to 65 can be expensive. Here’s what your options are and how to plan for the cost.
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.
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.
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.
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.
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.
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.
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.
Aging Well
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.
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.
Financial Wellness
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.
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.
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.
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.
Budgeting & Spending
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.
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.
Uncategorized
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.
Retirement Planning
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.
Retirement Savings and Investments
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.
Retirement Planning
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).
