Long Term Care
55+ Communities: What Are Continuing Care Retirement Communities?
The decision to relocate in retirement is huge — especially since you literally have a world of options. You can retire anywhere and into a wide variety of hous…
Financial Planning Blog & Retirement Resources
Podcast
Podcast: Michela Abrams — Planning for the Unexpected
Episode 23 of the Boldin podcast is an interview with Michela Abrams, the former CEO of Dwell Magazine. They discuss dealing with sudden life changes, planning for the unexpected, design and re-invention. Michela lives here in Mill Valley C…
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Retirement Jobs
Podcast: Ken Goldberg & Eric Brewer – AI, Automation and the Future of Work
Episode 22 of the Boldin podcast is an interview with Ken Goldberg, a Robotics Professor from Berkeley, and Eric Brewer, a VP at Google and a Professor of Compu…
Retirement Savings and Investments
John C. Bogle's Legacy for Retirement Planning
John Bogle died on Wednesday. He was the founder of the Vanguard Mutual Fund group. However, his real legacy is not in how he built a $4.9 trillion investment c…
Reverse Mortgages
Pros and Cons of a Reverse Mortgage During the Pandemic Crisis
For many people nearing retirement age, home equity is usually the single largest component of net worth. And, it can be a valuable contributor to retirement a…
Podcast
Podcast: White Coat Investor Dr. Jim Dahle – Top Retirement Lessons
Episode 21 of the Boldin podcast is an interview with Dr. Jim Dahle — a hockey playing emergency room doctor based in Salt Lake City Utah who runs White Coat In…
Financial Advisors
Podcast: Rick Ferri – What Does the Future of Financial Advice Look Like?
Episode 20 of the Boldin podcast is an interview with Rick Ferri — CFA, author, and founder of Core-4 — and discusses Ferri’s perspective on investing and the f…
Estate Planning
How to Increase Wealth… AFTER Retirement…
Too many people think that retirement is a time of drawing down assets. However, it is entirely possible to increase your wealth AFTER you have retired. Um… No…
Budgeting & Spending
Podcast: Jesse Mecham – Budgeting as a Life Altering Experience
Episode 19 of the Boldin podcast is an interview with Jesse Mecham — the founder of You Need a Budget, a CrossFit/PowerLifter and generally strong guy. We discu…
Retirement Planning
Retirement Planning Guide: 8 Steps to a Better Future
Financial planning is probably not on your top ten list for how to spend your time. However, getting your hands around your finances and planning a secure futur…
Retirement Planning
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Podcast
Podcast: Annie Duke — Thinking in Bets — Poker, Decision Making and Behavioral Finance
Episode 18 of the Boldin podcast is an interview with Annie Duke — a best selling author, public speaker and former world champion poker professional. We discus…
Podcast
Podcast: Nate Lawrie from Yale All American to NFL Grinder to Entrepreneur
Nate Lawrie was an All American at Yale and then played professional football for 8 years. After retirement from the NFL, he reinvented himself as an entreprene…
Family and Relationships
How to Fund College Education When You Are Trying to Retire
College costs can feel overwhelming — especially if you are trying to retire sometime soon (or even just save for a future retirement). How to fund college educ…
Retirement Savings and Investments
Drip or Draw: What to Do with Stock Dividends in Retirement?
Stocks that pay dividends can be enormously appealing to retirees. But what to do with those dividends can be confusing. Should you participate in a Dividend…
Podcast
Podcast: Michael Batnick on Big Mistakes and Finding Your Calling
Episode 16 of the Boldin podcast is an interview with Michael Batnick — Director of Research at Ritholtz Wealth Management LLC and author of Big Mistakes. We di…
Retirement Planning
Say Hello to PlannerPlus Print Report and Download Data: Look at Your Retirement Plan in a New Way!
We at Boldin are happy to announce delivery of some of the most requested retirement planning features: a printable report and downloadable data. PlannerPlus su…
Retirement Planning
How to Prepare for 7 Hard Things Likely in Retirement
There are a lot of things that can potentially go wrong in retirement. Stocks could fall, inflation could skyrocket, high tides might flood your beach side ret…
Podcast
Podcast: Penny Hoarder Founder on Mission-Based Work, the Gig Economy and Entrepreneurial Success
Episode 15 of the Boldin podcast is an interview with Kyle Taylor — founder of The Penny Hoarder — the fastest-growing private media company in the U.S. for the…
Retirement Planning
Overcome These 12 Big Financial Planning Mistakes
Very few people are experts at managing their finances, planning retirement, building wealth, and ensuring a secure future. Effective money management is often…
Podcast
Podcast: Legendary Investor Jim O’Shaughnessy on Active vs. Passive Investing
Episode 14 of the Boldin podcast is an interview with Jim O’Shaughnessy – founder of O’Shaughnessy Asset Management. We discuss the investing lessons he’s learn…
Podcast
Podcast: Fritz Gilbert and His Fat FIRE Approach to Retirement
Episode 13 of the Boldin podcast is an interview with Fritz Gilbert — founder of The Retirement Manifesto. Fritz discusses a “Fat FIRE” approach to retirement.…
Podcast
Podcast: Early Retirement Insights from a Former DEA Agent, Bruce Goldberg
Episode 12 of the Boldin podcast is an interview with Bruce Goldberg. Get the fascinating inside scoop on the real life of a former drug enforcement agent and h…
Podcast
Podcast: Nobel Prize Winner Robert Merton on Fixing Retirement
Episode 11 of the Boldin podcast is an interview with Nobel Prize winner Robert Merton. Professor Robert Merton is a globally recognized economist and expert on…
Social Security
Podcast: Mary Beth Franklin on Avoiding Big Social Security Claiming Mistakes
Episode 10 of the Boldin podcast is an interview with Mary Beth Franklin. Mary Beth is a nationally recognized expert in Social Security claiming strategies.…
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