Financial Planning Blog & Retirement Resources

Your Future Net Worth is Much Higher than You Think (Assuming an Expanded Definition of Net Worth)

You’re worth hundreds of thousands more than your net worth calculations suggest, really! (Assuming an expanded definition of net worth…)

The 57 Best Personal Finance Podcasts and YouTube Channels 

This is the ultimate list of the best personal finance podcasts and YouTube channels, compiled from people who know, Boldin users!

Nobel Prize Winner Robert Merton on Why Retirement Income is More Important than Retirement Savings

Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future.

Forced Retirement? 6 Easy Steps to Regain Control and Secure Your Future

Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 6 step plan.

The 401(k) Mistake That Could Cost You Millions in Retirement Savings

How to Retire Early? A 30 Step Checklist for Gaining Financial Freedom

How to retire early? Get this 30-step checklist—covering everything from how much you need to how to be ready emotionally.

Boldin Users Show Striking Financial Confidence, Far Outpacing National Averages

Testimonials and a recent survey of Boldin users show how retirement planning increases financial confidence and can trigger earlier retirements.

The Beige Book, Explained and Takeaways for Retirement Planning

The Beige Book: what it is and what the latest report has to say about the economy (and therefore your life).

Your Retirement Emergency Fund: Why Emergency Savings Are the Foundation of Financial Wellness

The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.

Do It for Your Future Self: How to Make Smart Choices Today for a Better Future Retirement

Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it.

Early Retirement Tips: 28 Strategies, Tricks, and Insider Info from People Who Left Work Behind

Get early retirement tips and tricks from people who successfully retired in their 40s and 50s and are thriving now.

3 Great Ideas from Barry Ritholtz’s Fantastic Book, “How Not to Invest”

Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money.

Podcast 96: How Not to Invest – Avoiding Big Money Mistakes with Barry Ritholtz

Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech’s role in finance, and how to build smarter portfolios.

The One Big Beautiful Bill Act (OBBBA) and Your Retirement

Explore 7 key provisions in (or consequences of) the One Big Beautiful Bill Act (OBBBA) — and what they could mean for your retirement.

Podcast 95: Flipping the Script with Geoff Schmidt from Holy Schmidt

Discover how Geoff Schmidt of Holy Schmidt went from Wall Street to YouTube to teach retirement, Social Security, and financial clarity.

What is Financial Wellness? (It Isn’t Just About Money, Here’s What You Might Be Missing)

There is a lot of buzz around “financial wellness.” But unlike many fads, financial wellness is definitely a worthwhile pursuit.

Financial Gift Ideas for the 2025 Graduate

These financial gift ideas are thoughtful, forward-looking, and designed to help a young adult build a stronger future.

Right Capital Alternatives: RightCapital vs. Boldin and Other Tools

Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options.

Real Life Planning: Can You Start Saving for Retirement at 50 (or Later) and Comfortably Retire at 62? (Yes!)

It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your ea…

Challenges of Financial Planning: 8 Reasons Why It’s So Hard and Also So Worth It

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.

Your Social Security Statement Has a New Design and Better Information: But Accessing it Requires a New Hurdle

The SSA has released a new format for your Social Security statement and logging on to see it requires a new account.

What is the Volatility Index? What Does it Say About the Economy in 2025 and Future of the Markets?

What can the volatility index tell you about the future of the stock market and your own financial security?

Have a Retirement Question? AI Can Answer That