Financial Planning Blog & Retirement Resources

Reverse Mortgages and Repairs to Your Home: What You Need to Know

One of the biggest draws for reverse mortgages is their ability to help older adults remain in their homes, while also providing them with some additional cash…

What Are the Best Retirement Forums and Early Retirement Forums?

Online retirement forums are great options for discussing money and getting answers to financial planning questions.

Retired Athletes: 20 Financial Lessons From Wins and Losses

Retired athletes too often face financial ruin. According to authoritative reporting by Sports Illustrated, approximately 78 percent of NFL players either go ba…

Podcast: Roger Whitney — Agile Retirement Management

Steve and Roger discuss an agile process to truly rock retirement, not just survive it. Make the most of this period of life.

Hotels, Cruises, and Communes: Affordable Help as You Age

Updated May 2025

Social Security Leveling: Pros, Cons, and How It Works

Podcast: Paula Pant — You can Afford Anything but not Everything

Episode 54 of the Boldin podcast is an interview with Paula Pant, the Founder of Afford Anything, a personal finance site, and host of the Afford Anything Podca…

The 22 Most Foolish Financial Decisions Ever Made

Recently online, individual Boldin subscribers were discussing the most foolish financial decisions they had ever made. The conversations were interesting in th…

What Is an Exchange Traded Fund? ETF Pros and Cons

Predatory Guardianship: 9 Ways to Protect Yourself

“I Care a Lot” is a new, well-rated movie on Netflix. It is creepy but entertaining, and it also highlights the need for seniors to be aware of potential financ…

What to Do About a Reverse Mortgage After Death: Reverse Mortgage Heirs Responsibility

Managing all of the responsibilities of an estate after death can be incredibly stressful. If your family member had a reverse mortgage and you are the heir, it…

Podcast: Brooke Southall — The Past, Present & Future of Wealth Management

Episode 53 of the Boldin podcast is an interview with Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past, present and futur…

Morningstar The Long View Podcast: Steve Chen on ‘How Do You Deliver Lifetime Income?’

Podcast: Ben Carlson — Everything You Need to Know About Saving For Retirement

Episode 52 of the Boldin podcast is an interview with Ben Carlson — Director of Institutional Asset Management at Ritholtz Wealth Management — and discusses whe…

Podcast: Melissa Fredette — Financial Independence via Real Estate

Steve:           Welcome to The Boldin Podcast. Today we will be talking with Melissa Fredette, the former president of postgraduate programs at Hult Internatio…

Is Long Term Care Insurance Worth It? Explore the Pros and Cons

What is a Self Directed IRA? Is it a Good Idea for Retirement Savings?

A self-directed IRA lets you hold real estate, private companies, and other alternatives with IRA tax benefits. See how it works, its rules, and pros and cons.

Podcast: Dana Anspach — Retirement Income Planning

The 50th Boldin podcast! This time, Steve Chen is joined by guest Dana Anspach — Certified Financial Planner™, author, and the founder of Sensible Money — and d…

Average Retirement Debt: Older Americans Have More Debt than Ever Before!

One of the greatest threats to retirement today may not be saving too little, but owing too much. According to the Federal Reserve Bank, Boomers (Americans born…

Podcast: Ashley Whillans — Time Smart

Episode 49 of the Boldin podcast is an interview with Ashley Whillans — assistant professor at Harvard Business School and author of Time Smart: How to Reclaim…

10 Resources and Web Sites for Reliable Retirement Information

Can you retire without consulting a financial advisor or some kind of retirement professional? Of course. The question is, do you have good resources for reliab…

Podcast: JL Collins — The Simple Path to Wealth

Episode 48 of the Boldin podcast is an interview with JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how…

Podcast: Steve Vernon — Don’t Go Broke In Retirement

Episode 47 of the Boldin podcast is an interview with Steve Vernon — a writer and research scholar at the Stanford Center of Longevity — and discusses the Spend…

Growing Old Is Optional: 14 Great Achievements After 70

Age is just a number.  In fact, even the word “old” means less and less these days as many of us stay healthy and active well past the traditional retirement ag…