Understand when you can withdraw from 401k without penalty, the ages that matter, the exceptions that apply, and smart sequencing that protects your plan.
Informed older Americans are highly skeptical about alternative assets in a 401(k).
Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off.
Should I invest in 401k or Roth IRA? Learn how to decide based on taxes, income, and retirement goals, with examples and guidance.
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning.
Thinking about claiming benefits early? Here are five reasons to take Social Security early—and how to decide if it’s right for you.
Retired early, but not done. Scott Garrett shares how Boldin gave him the confidence to leave work and retire on his own terms.
Create a flexible retirement budget worksheet with Boldin. Compare tools, track retirement expenses, and build your plan with confidence.
Explore if you can retire at 50! Discover essential steps, financial strategies, and lifestyle tips for early financial freedom.
Steve Chen & Andy Hill discuss how to turn negative net worth into Coast FI, spark kids’ money talks & own your family time.
Learn about everything that has changed (and why) in Boldin’s Monte Carlo analysis and your Chance of Retirement Success score.
This is the ultimate list of the best personal finance podcasts and YouTube channels, compiled from people who know, Boldin users!
The Beige Book: what it is and what the latest report has to say about the economy (and therefore your life).
Discover how Geoff Schmidt of Holy Schmidt went from Wall Street to YouTube to teach retirement, Social Security, and financial clarity.
Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options.
Worried you aren’t doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties.
Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset.
Steve Chen and Jim Dahle discuss investing philosophy, simplifying wealth, estate planning for kids five years after their first conversation.
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.
Hear what 12 thought leaders have to say about Trump’s tariffs and the market turmoil. Get useful advice and insightful commentary.
Get a quick video tour of the Boldin Planner. See how to set up your plan and discover opportunities to improve your future.
Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.
ackie Cummings Koski, co-host of Catching Up to FI, talks about overcoming poverty, divorce, and single motherhood to achieve financial independence.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
