Financial Planning Blog & Retirement Resources

Podcast: David Blanchett — Guaranteed Income in Retirement

Steve and David discuss retirement income and go over some listener questions

How to Retire Like a European Socialist (and Why You Might Want to)

Europe has 7 of the 10 best places to be retired. Why do they rank highly? How can you emulate them for a secure retirement in the U.S.?

Pursue Dental Care Before You Retire

There’s one important task that you may be forgetting before you retire: pursuing dental care. Learn why and access a full retirement checklist.

American Association of Individual Investor’s Best of the Web

How Much Does Long Term Care Insurance Cost? Is It Worth It?

Find real answers about long term care insurance costs, what to look out for and who benefits. Plus, alternative ways to cover these costs.

What is a Donor-Advised Fund?

Learn about donor-advised funds and the significant tax advantages they offer. Explore the downsides to this charitable giving strategy as well.

Podcast: Mike Piper — Social Security and Tax-Efficient Retirement Planning

Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.

401(k) Fees: Get to Know What You Pay and Reduce the Expense

Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.

Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans

Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group

Jumbo Reverse Mortgage and Proprietary Reverse Mortgage Loans

If you interested in getting money out of your home and your home is worth more than the average, you should know about the jumbo reverse mortgage.

Is a Tiny House the Big Solution for Your Retirement Plan?

Six reasons tiny homes are increasingly popular for retirement and how to see if it is a good option for you.

Use a Reverse Mortgage for Purchase of a New Home

Did you know you can use a reverse mortgage for purchase of a new home. Is this the right way to buy into your dream retirement location?

What is a Reverse Mortgage Line of Credit?

Can a reverse mortgage line of credit give you a more carefree retirement? Get the inside scoop on this somewhat complicated financial strategy.

Financial Wisdom from Jack Brennan, Former CEO of Vanguard

Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).

The Complete Guide to Reverse Mortgage Interest Rates and Fees

This is the most complete online guide to all of the costs associated with reverse mortgages including reverse mortgage interest rates.

Podcast: Taylor Schulte — Stay Wealthy

Steve and Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — discuss tax and legacy planning, as well as what are and ho…

Podcast: Joe Saul-Sehy, founder of Stacking Benjamins

Episode 59 of the Boldin podcast is an interview with Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and community — and discusses Joe’s story, w…

Charitable Giving in Retirement: 4 Questions to Ask

For many of us, the desire to engage in charitable giving — giving  to our family, communities or world — only grows as we age. And there may be good reason tha…

When Can I Retire?

When can I retire? It’s a question you probably ask weekly or monthly, if not daily. The problem is that there is no one “right” answer. There are a variety of…

Podcast: Jack Brennan — Insights from the Former CEO of Vanguard

Episode 58 of the Boldin podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group

Inflation Risk: Should You Be Worried About Inflation and Your Retirement?

What is your inflation risk? (It just went up.) Here are 8 ways to protect your retirement finances from rising inflation. Read now…

The Retirement Calculator for Married Couples

Retirement planning is complicated. Retirement planning when you are married – or part of any kind of committed couple – is doubly complicated. If you are marri…

Empty Nest? Why It’s a Great Time to Fill Up Your Retirement Nest Egg!

As you prepare for children to fly the coop, it is worthwhile to consider what type of empty nest parent you might be. Are you: Super proud that they are settin…

$1 million? $500,000? The importance of your retirement ‘number’ — at any age