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Planning

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.

March 13, 2025
economic uncertainty Planning

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!

March 13, 2025
realistic retirement expectations Planning

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).

March 6, 2025
game strategies Planning

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.

March 6, 2025
mortgage in retirement Planning

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.

March 6, 2025
retirement investing tips Planning

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.

February 27, 2025
investing trends Retirement Savings and Investments

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?

February 27, 2025
real estate investing for retirement Retirement Income

8 Ways to Invest in Real Estate for Wealth and Retirement

Learn about 8 options for investing in real estate for retirement. Explore the pros and cons and discover which one is right for you. Read now…

February 27, 2025
Planning

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.

February 27, 2025
happiness as you age Retirement Income

13 Surprising Tips for Increasing Your 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.

February 20, 2025
financial success by generation Planning

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.

February 20, 2025
worried about running out of money Retirement Income

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.

February 19, 2025
retiring alone Retirement Planning

17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior During Retirement)

Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.

February 13, 2025
passive income for retirement Retirement Income

Passive Income for Retirement: 12 Creative Ideas to Boost Your Financial Security

Explore 12 ways to make great passive income for retirement. Get detailed resources for your retirement plan. Read now!

February 13, 2025
retirement for couples Retirement Planning

Retirement for Couples: 10 Essential Planning Conversations for a Happily Ever After

Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money.

February 9, 2025
Retirement Income

Retirement Income Strategies: 18 Ideas for Lifetime Wealth and Peace of Mind

18 practical retirement income strategies: See what experts recommend and decide how to create a plan for your own lifetime wealth.

February 6, 2025
economic indicators Planning

Economic Indicators: 22 Data Points to Consider as You Try to Predict the Future

No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in financial decision making and planning.

February 6, 2025
Living without money Earning

Surprising Lessons from People Who Live Without Money (Completely Outside of the Financial System)

It’s totally impractical, super challenging and yet living without money is an intriguing concept. Learn a little bit more about an alternative way of life.

February 6, 2025
spending mindset Financial Wellness

Going from a Saving to a Spending Mindset: How to Stop Worrying, Retire, and Enjoy It

You, like many Boldin users, might have enough to retire, but are scared to start spending. Get 7 tips for moving to a spending mindset.

January 30, 2025
ways to retire Planning

10 Creative Ways to Retire Even If You Think You Haven’t Saved Enough

Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.

January 30, 2025
Podcast Michael Richardson Planning

Podcast 87: Retirement Ready – Confidence, Planning, and Purpose with Mike Richardson

Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose.

January 30, 2025
scarcity Planning

Scarcity: Don’t Let it Steal Your Retirement

Worry about the scarcity of time, money, food, etc… can be a problem in lots of situations – including retirement. Learn how to focus on what’s important!

January 30, 2025
forced into early retirement Uncategorized

Forced Into Retirement? Here Are 5 Steps to Take as Soon as You Can

Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 5 step plan.

January 28, 2025
finances in 2025 Planning

9 Big Economic Developments and How They’ll Help (or Hurt) Your Finances in 2025

Big changes are afoot with the start of 2025. See what’s in store for your bottom line.

January 23, 2025

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