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Best Financial and Retirement Articles from 2024
Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future.
Podcast 86: Pioneering Fintech and the Future of Money with Mark Goines
Listen to Steve Chen and Mark Goines discuss the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial service…
Planning for Uncertainty: Roth Conversions Take Iteration
Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better.
Cross-Class Friendships: Why Friends with Money Help
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Inherited IRAs? Here is Your Guide to Strategizing Required Withdrawals from Your Account
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.
Investment Gifts for Everyone in the Family, Kids Included
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
How and Why to Pass on Financial Values to Your Heirs
Most parents want their kids to be good with money. The harder question is how to actually make that happen — especially when kids aren’t exactly asking for fin…
Podcast 85: Living with Intention, Insights from Christine Benz on Retirement Success
Listen to Steve Chen and Christine Benz discuss her new book, “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable…
The Savings Playbook: How to Prioritize Where You Save
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.
Habits of High Achievers: When to Copy, When to Diverge
Adopting strategies of high achievers can be helpful. Consider when to follow and when to forge your own way.
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Boldin Planner
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.