Financial Planning Blog & Retirement Resources

Podcast 94: Millionaire Milestones – Building Wealth on Your Terms with Sam Dogen

Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset.

Volunteering in Retirement: 6 Tips for Making an Impact

Volunteering in retirement is appealing. More than ever, workers over 50 are seeking a second chance at purposeful work. Get tips here!

Uncommon Sense: 15 Financial Suggestions That Are Smarter than the Conventional Advice

Conventional “wisdom” is often flawed. Try these 15 financial suggestions for more wealth and financial peace of mind.

Thinking of Retiring and Worried You Aren’t Ready? It’s Time to Change Your Perspective

Thinking of retiring? A shift in perspective could be all you need to make it possible. Explore 14 tips to help you change your approach.

Podcast 93: Five Years Later – White Coat Wisdom with Dr. Jim Dahle

Steve Chen and Jim Dahle discuss investing philosophy, simplifying wealth, estate planning for kids five years after their first conversation.

8 of the Most Popular (and Inspiring) Reasons Why People Retire Young

Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.

Retirement Planning is Complex: Get a Set of Expert Eyes – a Coach or Advisor – on Your Future!

Craving reassurance? Explore Boldin’s live support options: from professional financial advice to classes and coaching sessions.

How to Retire in 10 Years (Or less): 17 Things to Do Within 10 Years of Retirement

As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 17 things you need to do NOW for a secure future.

Money Mindfulness: 10 Ways to Reduce Stress and Improve Your Financial Success

More and more people are bringing mindfulness into their daily lives — but it’s not just about meditation or yoga. Money mindfulness is emerging as a powerful t…

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.

Simple Retirement Planning: An Easy 4 Step Framework for Getting to the Future You Want

Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.

Retirement Planning for Women: 10 Reasons Why You Are Probably Behind and How to Catch Up

Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up!

Future Economic Possibilities: How You Can Prepare for Any Future Up or Downturn

Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.

7+ Powerful Actions Taken (and Not Taken) by Boldin Users During the Week of Tariff Turmoil

Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.

Podcast 91: Tariffs, Markets & The Macro Story with Mike Himmelfarb

Steve Chen and Mike Himmelfarb unpack the sweeping impact on global markets, economic strategy, and personal finance.

Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)

Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.

Last Chance Before Tax Day: How To Make 2 Roth IRA Contributions in 1 Year

Stagflation fears are rising. Here’s how to protect your job and retirement savings.

Annuities: Do You Need Guaranteed Income In Retirement?

I’m a Retirement Planner: Here Are 5 Reasons You Could Regret Delaying Social Security

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.

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.

A Brief History of U.S. Tariffs and Their Economic Impact

Explore the history of U.S. tariffs and the impact they have had on the economy to help understand what is happening now.