✨ Get to know Boldin’s AI Planner Assistant
The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
Get expert support Make sure your plan is set up correctly with a coach. Or, talk to a CERTIFIED FINANCIAL PLANNER® from Boldin Advisors for even more guidance and support.
Resources Fuel your financial planning know-how
Blog Your guide to financial planning and retirement
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.
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.
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
You empower individuals to gain financial confidence, organize their finances, and make informed decisions.
You have a platform to promote financial planning software to your audience.
Once you become an affiliate, we’ll give you access to resources, materials, and support to get you going.
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.
The more subscribers you refer, the more you earn.
Get credit for referrals even if users upgrade later.
More content means more opportunities for your audience to interact, share, and return to your site for financial insights.
Our users love the tools and are grateful to have found them. Just look at a few recent testimonials below.
Ready to earn the esteem of your followers and great revenue too? Join our financial affiliate program!
Our mission is to deliver financial confidence to hundreds of thousands of people.
“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!” Affiliate Referral
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. Affiliate Referral
“Not just a generic plan. Customizable and flexible with wonderful options and scenario building. Makes me feel confident in my plans!” Affiliate Referral
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. Affiliate Referral
Great program. Well thought out. Recommended by Robert Berger. Affiliate Referral
Boldin is recommended by YouTube vloggers that I trust like Rob Berger and participated in a Bogleheads conference. Affiliate Referral
Great product! Helped in determining if I was on track and scenario planning for retirement. Affiliate Referral
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. Affiliate Referral
Phenomenal program with so much detail, great coaching as well as articles and videos to learn about the software. Affiliate Referral
