Planning
Podcast 92: Making Sense of Social Security with Devin Carroll
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.
Articles by Editorial Team
Financial Wellness
Market Volatility: What Percentage of Boldin Users Feel Prepared? Plus, Critical Actions to Take in Uncertain Times (Prepared or Not)
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.
Financial Wellness
Trump’s Tariffs and Markets in Turmoil: Commentary and Advice from 12 Financial Gurus
Hear what 12 thought leaders have to say about Trump’s tariffs and the market turmoil. Get useful advice and insightful commentary.
Planning
A Quick Video Tour of the Boldin Planner (Get Started Series 1)
Get a quick video tour of the Boldin Planner. See how to set up your plan and discover opportunities to improve your future.
Planning
Podcast 90: Money, Mindfulness & Mastery with Leisa Peterson
Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.
Planning
Podcast 89: Boldin Your Wealth with Jackie Cummings Koski from Catching Up to Fi
ackie Cummings Koski, co-host of Catching Up to FI, talks about overcoming poverty, divorce, and single motherhood to achieve financial independence.
Aging Well
The Key to a Happier Retirement? Lower (More Realistic) Expectations
Psychological research strongly suggests that realistic expectations can increase retirement happiness (and financial security too).
Retirement Savings and Investments
8 Investing Trends Across Generations: What’s Normal for Your Age Group?
Understanding investment trends can help you refine your own strategy and stay ahead in the ever-evolving world of investing. Are you keeping up?
Financial Wellness
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.
Financial Wellness
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.
Financial Wellness
The Savings Playbook, a Logical and Meaningful Way to Prioritize Where You Save Money
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.
Financial Wellness
Where to Turn in Times of Financial Stress: 12 Ideas for Feeling More Confident About Your Money
Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when…
Annuities
Podcast 81: The Role of Insurance in Financial Planning – a Conversation with Todd Taylor of New York Life
Listen in to learn about how insurers think about risk, particularly life expectancy, in financial planning.
Planning
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Your brain is not necessarily set up in a way that makes it easy to plan a secure retirement. You have cognitive biases – faulty ways of thinking that are unfor…
Financial Wellness
Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future
As the New Year begins, it always feels like an opportune time to reassess your personal finances. If you’re wanting to take a comprehensive look at your financ…
Retirement Planning
Over Saving for Retirement: Advice from Real People Who May Have Saved Too Much
Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know.
Financial Advisors
Podcast 71: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”
Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
Reverse Mortgages
2023 Reverse Mortgage Lending Limits Increase: More Money for Some Borrowers
The government raised reverse mortgage lending limits to an all time high. Does this mean more money for you? It depends…
Planning
29 Early Retirement Tips, Strategies, Tricks, & Hacks
Early retirement does not need to be a dream. Make it your reality with these tips, tricks and hacks. Learn more now.
Financial Wellness
Podcast: DiverseFI and Regret Minimization Insights from Hospice Doctor, Doc G
Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.
Reverse Mortgages
Reverse Mortgage Disadvantages and Advantages: Your Guide to Reverse Mortgage Pros and Cons
For many people, a Reverse Mortgage is a good way to increase financial well-being in retirement – positively affecting quality of life. And while there are num…
Reverse Mortgages
How Does a Reverse Mortgage Work?
If you are struggling to figure out how does a reverse mortgage work, you are not alone. One thing is clear: reverse mortgages are NOT clear. A recent Boldin po…
Reverse Mortgages
How Reverse Mortgages Work: Do You Agree With the Top 5 Reverse Mortgage Objections?
Given the right information, many seniors may actually find that a reverse mortgage is a good financial decision for their situation.
Reverse Mortgages
Reverse Mortgage Limits: The Government Limits How Much Money You Can Get in the First Year
The government-insured reverse mortgage program has undergone major changes in the last few years to better protect borrowers, including one that limits how muc…
