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future self Aging Well

Do It for Your Future Self: How to Make Smart Choices Today for a Better Future 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.

June 5, 2025
early retirement tips Planning

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.

June 4, 2025
https://www.amazon.com/How-Not-Invest-numbers-behaviors/dp/1804091197/ref=tmm_hrd_swatch_0 Planning

3 Great Ideas from Barry Ritholtz’s Fantastic Book, “How Not to Invest”

Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money.

May 29, 2025
Planning

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.

May 29, 2025
how to apply for social security Earning

How to Apply for Social Security: Easy Steps to the Right Decisions

Find out how to apply for Social Security. Applying for Social Security is very straightforward. The real trick is deciding when. Get the inside scoop!

May 29, 2025
obbba and retirement Long Term Care

The One Big Beautiful Bill Act (OBBBA) and Your Retirement

Explore 7 key provisions in (or consequences of) the One Big Beautiful Bill Act (OBBBA) — and what they could mean for your retirement.

May 22, 2025
Planning

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.

May 22, 2025
what is financial wellness Financial Wellness

What is Financial Wellness? (It Isn’t Just About Money, Here’s What You Might Be Missing)

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

May 22, 2025
financial gift ideas Uncategorized

Financial Gift Ideas for the 2025 Graduate

These financial gift ideas are thoughtful, forward-looking, and designed to help a young adult build a stronger future.

May 21, 2025
right capital alternatives Planning

Right Capital Alternatives: RightCapital vs. Boldin and Other Tools

Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options.

May 17, 2025
saving for retirement at 50 Planning

Real Life Planning: Can You Start Saving for Retirement at 50 (or Later) and Comfortably Retire at 62? (Yes!)

It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your early sixties (or before)!

May 15, 2025
financial planning is hard Financial Wellness

Challenges of Financial Planning: 8 Reasons Why It’s So Hard and Also So Worth It

Worried you aren’t doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties.

May 15, 2025
Social Security Statement Social Security

Your Social Security Statement Has a New Design and Better Information: But Accessing it Requires a New Hurdle

The SSA has released a new format for your Social Security statement and logging on to see it requires a new account.

May 15, 2025
volatility index Retirement Savings and Investments

What is the Volatility Index? What Does it Say About the Economy in 2025 and Future of the Markets?

What can the volatility index tell you about the future of the stock market and your own financial security?

May 15, 2025
sandwich generation Family and Relationships

Resilient, Responsible, and Right in the Middle: A Mother’s Day Tribute to the Sandwich Generation (Moms & Dads Caring for Aging Parents and Children)

59 to 68 million Americans are in the sandwich generation. Get 8 powerful tips for managing this stressful time of life.

May 8, 2025
Planning

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.

May 8, 2025
volunteering in retirement Happy Retirement

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!

May 8, 2025
financial suggestions Financial Wellness

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.

May 7, 2025
early retirement withdrawals Retirement Income

Early Retirement Withdrawals: 5 Ways to Take Penalty-Free Distributions from Your Retirement Accounts BEFORE You Turn 59.5

Retiring before 59.5? Discover how to make penalty free withdrawals from your retirement accounts to help fund your early retirement.

May 1, 2025
thinking of retiring Financial Wellness

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.

April 28, 2025
Planning

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.

April 25, 2025
retire young Happy Retirement

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.

April 24, 2025
Get help from Boldin Financial Advisors

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.

April 24, 2025
5-10 years from retirement Retirement Planning

How to Retire in 5 Years (Or less): 17 Things to Do Within 5 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.

April 24, 2025

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