Financial Planning Blog & Retirement Resources

A Quick Video Tour of the Boldin Planner (Get Started Series 1)

Get a quick video tour of the Boldin Planner. See how to set up your plan and discover opportunities to improve your future.

Roth Conversion in a Down Market: Is it Right For You?

Am I Ready to Retire? 8 Unexpected Skills You Need for a Happy Secure Future

If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do ne…

How to Retire Like an Adult: An 11-Point Checklist for Responsible Freedom

To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure.

Podcast 90: Money, Mindfulness & Mastery with Leisa Peterson

Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.

The Actual Costs of Long Term Health Care

If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.

Strong Engagement & High Confidence: What Boldin’s Survey of Users Reveals About Strategizing Roth Conversions

Roth conversions are a powerful tax planning strategy, but how do retirement savers actually use them? A recent survey of Boldin subscribers reveals that users…

Roth conversions are the retirement version of ‘buy the dip’

Stock Market Corrections, Crashes, and Bear & Secular Bear Markets: The Differences and How to Handle for Long Term Financial Health

Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.

Podcast 89: Boldin Your Wealth with Jackie Cummings Koski from Catching Up to Fi

ackie Cummings Koski, co-host of Catching Up to FI, talks about overcoming poverty, divorce, and single motherhood to achieve financial independence.

Economic Uncertainty: 10 Ways to Improve Your Financial Well-Being When the World Feels Chaotic

Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!

What did you do this week? I figured out if you could retire early from the stupid job you hate.

The Key to a Happier Retirement? Lower (More Realistic) Expectations

Psychological research strongly suggests that realistic expectations can increase retirement happiness (and financial security too).

Checkmate Your Money: How Winning Strategies from Your Favorite Games Can Improve Wealth & Security

Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security.

4 Arguments for Retaining Your Mortgage in Retirement

You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice.

What the Rothification of Retirement Accounts Means for You

My traditional IRA has $1.8 million and my Roth only has $300k – am I doing this right?

28 Retirement Investing Tips from Today’s Financial Geniuses

Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.

8 Investing Trends Across Generations: What’s Normal for Your Age Group?

Understanding investment trends can help you refine your own strategy and stay ahead in the ever-evolving world of investing. Are you keeping up?

Podcast 88: Invest with Impact with Toussaint Bailey

Toussaint Bailey, CEO of Uplifting Capital, discusses his journey from law to wealth management and aligning wealth with impact.

Tips for Happy Retirement: 13 Surprising Ways to Boost Happiness as You Age

Happiness is easier than ever as you age. If you want to do a little extra to make sure you have a happy retirement, try these tips.

Financial Success: What Each Generation Thinks It Takes to Be Wealthy (and How Far Off They Are from Reality)

What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what’s needed to get by.

Worried About Running Out of Money? Consider the 1-2 Punch Approach to Retirement Income

You are probably worried about running out of money in retirement. Use this simple two-phase approach to significantly reduce your risk.