Financial Planning Blog & Retirement Resources

How to Find a Good Financial Advisor: What to Ask First

About 12% of financial advisors carry a disclosure on their public record. Here’s how to check credentials and vet one before you hire them.

Want to Avoid the IRMAA? Consider a Roth Conversion

What "Die With Zero" Teaches About Spending in Retirement

Die with Zero is a call to live fully. Explore the core ideas and see 8 steps to a retirement plan that leaves nothing on the table.

Boldin Advisors SEC Registration: National Fee-Only Planning

SEC registration for Boldin Advisors means increased access, more choice, and continuation of the highest standards of guidance from CFP® professionals.

101 Things to Do in Retirement: Hobbies, Travel, & Activities

Retirement ideas across eight areas, from hobbies and travel to part-time work and volunteering, plus how to pick the ones that fit your life and budget.

104 Retirement Quotes: Funny, Short, and Inspirational

A selection of the best retirement quotes, from funny one-liners to short sayings for cards, speeches, and parties.

6 Tips for How to Manage Money for Happiness

Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.

8 Reasons to Work in Retirement (Only 4 Are About Money)

Planning retirement? This list might inspire you to include post retirement work. Already retired? You might be choose to return to work.

Compound Interest: Why Saving Early Builds Real Wealth

Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.

Analysis Paralysis: When Planning Keeps You from Retiring

Planning is valuable, but it isn’t the goal itself. Discover 3 ways to get unstuck if you think you suffer from retirement analysis paralysis.

Your Expanded Net Worth Is Higher Than You Think

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 Steps to Regain Control

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

Financial Confidence: Boldin Users Outpace the Nation

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).

Emergency Fund in Retirement: Why Emergency Savings Matter

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: Smart Choices for 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.

How Not to Invest: 3 Big Ideas from Barry Ritholtz

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.

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? What Most People Miss

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