Financial Planning Blog & Retirement Resources

Benefits of Relocating: Why Moving Can Pay Off

Relocation may have surprising emotional benefits. However, most people want to stay put. Explore pros and cons of moving for retirement (or anytime).

Is a Retirement Bucket Strategy Right for You and Your Money? (And, How to Calculate)

Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.

Understanding How Concepts of Time Impact Your Financial Plans

In the realm of financial planning, numbers and calculations often take center stage, overshadowing the profound influence of time on our decisions. However, th…

Podcast 79: Wealth & Wisdom with Robert Brokamp

Summary In this episode of the Boldin Podcast, Steve Chen interviews Robert Brokamp, a CERTIFIED FINANCIAL PLANNER™ professional and key figure at the Motley Fo…

Stagflation: What It Is and What to Do About It

First, before reading this article, know that there are solutions to every economic problem – at both the personal and macro economic level. So, even though the…

Why is Your Property Insurance So High? 10 Ways to Lower the Cost

Explore the 3 main reasons why your property insurance is so high and discover ways to reduce your expenditure.

How the Wealthy Spend Money Differently from Everyone Else

How are the spending habits of the wealthy different from yours? Get insights into wealth accumulation and financial success.

Podcast 78: Dr. Jordan Hutchison on the Future of Financial Planning, Financial Education, and Flow States

Hear thoughts on the impact of technology, psychology and fee models on planning plus insights into how flow states are good for work and retirement life.

The Best Investments to Achieve Your Retirement Goals

The best retirement investments depend entirely on you and your goals. Here are 18 great opportunities for you to consider. Read now!

7 Questions to Ask Before Retirement (Beyond Savings)

Being prepared for retirement means a lot more than having adequate savings. Here are 7 questions to ask yourself.

Long-Term Financial Goals: Start with Your Why

Is your long-term financial goal all about your money? You are missing the point. Learn to consider your why, what’s important to you.

What savers often miss about retirement 

Do you feel too poor to get financial advice? Here’s how to find help

Why ‘Holistic’ Retirement Might Be a Better option for People with Low Savings

Stephen Chen completes $20 million raise; RIAs have found a niche use for his consumer-facing software — never mind all those subscribers and enterprises

Podcast 77: Rising Above the Money Fog with Mikelann Valterra

Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more.

Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances

Take a look at 10 things to do now for a financial “spring cleaning.” Ensure your financial plan is on track for the new season.

Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security

Your brain is not necessarily set up in a way that makes it easy to plan a secure retirement. You have cognitive biases – faulty ways of thinking that are unfor…

Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future

As the New Year begins, it always feels like an opportune time to reassess your personal finances. If you’re wanting to take a comprehensive look at your financ…

Passive Investing: 6 Advantages to the Hands-Off Approach

When it comes to managing investments, there are two main philosophies: active investing and passive investing. You may be thinking, “Why opt for a passive inve…

Financial Problems: Leaky Ceiling or Muddy Puddle?

Explore how can you make better decisions by categorizing your financial problems as either a muddy puddle or a leaky ceiling.

Daniel Kahneman and the Behavioral Finance Revolution

Daniel Kahneman made profound contributions to behavioral finance and likely to how you manage your money.

Retirement Crisis? Most People Will Retire Just Fine

Many of us are terrified of jumping into retirement. We read about the retirement crisis and worry about our own finances, but millions of people retire every y…

Low Cost Investing: 7 Ways to Slash Your Investment Expenses

Investment costs can be easily reduced without compromising returns. Follow these low cost investing guidelines.