Value Your Time
How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
Financial Planning Blog & Retirement Resources
Family and Relationships
Podcast: Cameron Huddleston — Mom and Dad, We Need to Talk
Episode 28 of the Boldin podcast is an interview with Cameron Huddleston, an award winning personal finance journalist and author, about her experience planning for and caring for aging parents. Her work has appeared in Kiplinger’s Personal…
Explore all our content
Value Your Time
Money Dysmorphia: How to Trade Uncertainty with Financial Confidence
The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it.
Value Your Time
10 Big Financial Planning Myths: What Are You Getting Wrong About Retirement?
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
Happy Retirement
Hurry! Life After Retirement is Going to Be Great (Assuming You Are Truly Ready)
Run don’t walk toward life after retirement. Research says it will be the best time of your life. Explore 8 tips to get ready to retire now!
Financial Wellness
Where to Turn in Times of Financial Stress: 10 Ideas for Feeling More Confident About Your Money
Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when…
Happy Retirement
How to Start a Retirement Planning Group or Club: Plan for a Happier Wealthier Future, Together
Having a group to discuss your finances with can be a source of calm, inspiration, know-how, and fun. Learn about starting a retirement planning club.
Happy Retirement
The Ultimate Guide to the Best Places to Retire: 20+ Lists, Quizzes, and Tips for Making the Best Relocation Decision for You
The ultimate guide to retirement relocation: 20 best places to retire lists, calculators, and tips to help you find your ideal locale.
Podcast
Podcast 83: Financing the Future, Tim Ranzetta on Educating and Empowering the Next Generation
Hear Tim Ranzetta, discuss the importance of financial education starting in high school and how it is becoming part of the standard curriculum.
Value Your Time
Financial Mapping: A Retirement Plan Is Like a Navigation System for Your Money and Time
Financial mapping, creating a roadmap for your money can help you with better financial habits, decisions and outcomes. It’s GPS for your finances.
Retirement Savings and Investments
Passive Investing: 6 Advantages to the Hands-Off Approach
Learn about passive investing and explore why the approach is more cost efficient and produces better outcomes than active management.
Value Your Time
The Best Retirement Investments: 10 Important Ways to Invest that Are NOT Financial
Investing in yourself doesn’t need to involve money. In fact, many of the best retirement investments do not involve greenbacks at all. Instead, they are invest…
Podcast
Podcast 79: Wealth & Wisdom with Robert Brokamp
Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.
Financial Wellness
Your Money Over Time: The Critical Differences Between Today’s and Future Dollars
Explore the differences between financial projections in today’s dollars vs. future dollars. See which matters and why.
Happy Retirement
Midlife Stress: Understanding the U-Curve of Happiness and How to Feel (and Do) Better
Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.
Happy Retirement
The 10 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future
Want a short cut to a wealthy and happy retirement? These 23 Best TED Talks can help you feel inspired, be smarter and have a better future.
Podcast
Podcast: Jim McCarthy — A Simple Guide to Happiness
Episode 27 of the Boldin podcast is an interview with Jim McCarthy who’s a TEDx speaker, Stanford MBA and best-selling author. Jim had a complete life reset aft…
Retirement Planning
Do You Need Life Insurance in Retirement?
A frequent question among those nearing and in retirement is: Do I need life insurance for retirement? The answer, like most financial planning related question…
Reverse Mortgages
Retirement Planning: How to use Home Equity to Insure Your Retirement
We all worry about money and our financial future. And if you are approaching retirement, then your concerns are probably heightened. In today’s financial envir…
Happy Retirement
Retirement Reinvention: Hold Steady or Become a New You?
Retirement reinvention!?! Maybe you want nothing to change once you retire, or maybe you’re anxious for that next new phase and what it could bring. Retirement…
Medicare and Health Insurance
12 Tips for a Healthy Retirement and Making the Most of Medicare
Medicare is a hugely popular program, providing health coverage to the vast majority of Americans over 65. Here are a few tricks for taking care of your health…
Podcast
Podcast: Todd Tresidder — The Leverage Equation — Maximize Your Money & Time
Episode 26 of the Boldin podcast is an interview with Todd Tresidder who is an author, former hedge fund manager and founder of FinancialMentor through which he…
Podcast
Podcast: Mark Miller — Key Considerations as You Approach Retirement
Episode 25 of the Boldin podcast is an interview with Mark Miller, a long time journalist, editor and founder of Retirement Revised. Mark is the former editor o…
Podcast
Podcast: Jonathan Mendonsa — Past, Present, & Future of Financial Independence
Episode 24 of the Boldin podcast is an interview with Jonathan Mendonsa where we cover the past, present, and future of the Financial Independence & FIRE moveme…
Value Your Time
6 Tips for How to Manage Money for Happiness
Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.
Explore categories
Boldin Planner
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.