1. Apply
If you’re interested in talking to your audience about Boldin, apply to our financial affiliate program. If you’re a good fit, we’ll onboard you to our program.
Boldin Financial Affiliate Program
Help your followers gain financial confidence
Introduce Boldin’s DIY planning software to your community and increase your followers’ financial confidence. Bonus for you: Our financial affiliate program offers great referral revenue.
How it works
2. Share
You’ll get an affiliate tracking link you share with your audience when you talk about Boldin. We have a bunch of resources to help get you started.
3. Earn
As you refer subscribers, you’ll begin to earn money. You’ll get monthly performance reports to help track your progress.
“Thank you, Joe. I took the plunge today and signed up for Boldin. I was deep into this with an Excel spreadsheet sheet, however, was getting way complicated. This is so much easier.”
From a member of Joe Kuhn’s audience
Our affiliate partners get loads of kudos for the referral
Are you a good fit for our affiliate program?
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You’re passionate
You empower individuals to gain financial confidence, organize their finances, and make informed decisions.
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You have an audience
You have a platform to promote financial planning software to your audience.
Resources & Support
Once you become an affiliate, we’ll give you access to resources, materials, and support to get you going.
- Affiliate Guide: Comprehensive “Getting Started” guide.
- Marketing Materials: Graphics and promotional assets.
- Top Features: Breakdown of the Boldin Financial Planner’s top features.
- Reports: Monthly performance reports, with more frequent updates available for high-volume affiliates.
- Writing Topics: 28 topic suggestions to drive engagement.
Earn Rewards
With tons of content opportunities, tiered pricing, and advanced tracking we make it easy for you to earn money while helping your followers become financially confident.
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Tiered Pricing
The more subscribers you refer, the more you earn.
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Cookie Tracking
Get credit for referrals even if users upgrade later.
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Boost Traffic
More content means more opportunities for your audience to interact, share, and return to your site for financial insights.
Everyone Wins with Our Financial Affiliate Program
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Confidence
Our users love the tools and are grateful to have found them. Just look at a few recent testimonials below.
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Revenue
Ready to earn the esteem of your followers and great revenue too? Join our financial affiliate program!
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New Customers
Our mission is to deliver financial confidence to hundreds of thousands of people.
Users Love Boldin and Appreciate the Referral from Affiliates
“Your product has literally allowed me to sleep better at night. It’s invaluable. If you spend your financial life looking for value — this is a no-brainer!”
Fantastic balance of scenario planning with easy to use what-ifs. Best overall modeling for a DIYer with limited CFP support. Doesn’t hurt to have Joe Kuhn as an advocate.
“Not just a generic plan. Customizable and flexible with wonderful options and scenario building. Makes me feel confident in my plans!”
I started using NewRetirement on the recommendations of Joe Kuhn and Rob Berger. The tool is very comprehensive and easy to use. It allows for various scenarios to stress test your retirement plan and also pulls out expenses and situations that I had not thought about before.
Great program. Well thought out. Recommended by Robert Berger.
Boldin is recommended by YouTube vloggers that I trust like Rob Berger and participated in a Bogleheads conference.
Great product! Helped in determining if I was on track and scenario planning for retirement.
I really appreciate have a written plan that I can tweak and maintain during the year. It’s also golden to create different scenarios where I can see the affect of changes depending on circumstances.
Phenomenal program with so much detail, great coaching as well as articles and videos to learn about the software.