Financial Planning Blog & Retirement Resources

Podcast: Ben Carlson Shares the Wealth (of Common Sense)

Episode 9 of the Boldin podcast is an interview with Ben Carlson — the author of A Wealth of Common Sense (both the book and the blog). Ben discusses his perspe…

Podcast: Chris Mamula on Retirement Early and the Pitfalls to Avoid

Episode 8 of the Boldin podcast is an interview with Chris Mamula — a “Financial Independence Retirement Early” (FIRE) proponent and writer for both Can I Retir…

Podcast: Financial Advice from Allan Roth – You Get What You DON’T Pay For

Episode 7 of the Boldin podcast is an interview with Allan Roth — a highly in demand, by-the-hour financial advisor with over 25 years of experience in the fiel…

Podcast: PhD on FIRE: Safe Draw Down Rates with Karsten Jeske aka BigERN

Episode 6 of the Boldin podcast is an interview with Karsten Jeske (also known as Big ERN).  Steve and Karsten discuss Karsten’s mega financial background and h…

Boldin Podcast: Investing Legend Bill Bernstein on the 5 Hurdles Between You and a Secure Retirement

Episode 5 is an interview with personal finance and investing legend Bill Bernstein. Steve and Bill discuss the hurdles between you and a secure retirement and…

Reverse Mortgage Myths Debunked — You Still Own Your Home and Have Home Equity

For some homeowners over 62 years old, a reverse mortgage can be a great option for improving retirement finances and quality of life. There are, however, quite…

Boldin Podcast: Morgan Housel on How Millennials and a $30 Trillion Wealth Transfer May Change Our Future

Episode 4 is an interview with Morgan Housel, award winning writer and venture capitalist with the Collaborative Fund. Hosted by Steve Chen, founder of Boldin,…

Boldin Podcast: Money, Behavior and Happiness — Steve Chen Interviews Jonathan Clements

Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement.  Explore ideas and great…

Boldin Podcast: Work and Jobs Over 50 — Steve Chen Interviews Kerry Hannon & Philippe Violette

Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. Explore ideas and great i…

Boldin Podcast: Financial Independence, Purpose & Happiness — Steve Chen Interviews JD Roth

Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement.  Explore ideas and great…

A Note from the Boldin Founder, Stephen Chen

Blurry photo credit: Me Hi! This is Steve Chen.  I’m the founder of Boldin and we’re reaching out to try to better engage with you so that we can learn from one…

Over 50? 12 Critical Tips to Protect Yourself from Financial Fraud and Identity Theft

Last week it was broadly reported that the credit reporting agency Equifax suffered a major cybersecurity breach that put us all at a greater risk of financial…

5 Ways to Embrace Technology to Manage Your Retirement Money

Americans Hold 58% of Investable Assets in Cash

Of all the tactics you can use to achieve a secure retirement, one of the easiest things you can do is to invest your money and earn returns on that investment.…

Robyn Bri: The 18-Year-Old Out-Saving Average 50-Year-Olds

Robyn Bri is 18 years old and just graduated from high school in Marin, CA.  In some ways, she is an average high achieving kid.  In another way, she is very re…

Best Retirement Advice from Retirees: 8 Tips from an 80 Year Old Who Has More Savings Now than When He First Retired

You get the best retirement advice from retirees who really know something! Retirement advice and how it is implemented can have a profound impact on your retir…

The Smartest Social Security Decision for Married Couples

You have a lot of decisions to make about retirement. And, if you are married, you have nearly twice the number of choices – plus the complications of competing…

5 Truths About Retirement No One Tells You (Until It’s Too Late)

Some 93% of retirees say life is as good as ever, but retirement reshapes marriages, budgets, and mental health in ways most plans ignore.

7 Tips to Help People Who Are Retired Stay in Their Homes Longer

Nine in 10 older Americans want to remain in their own homes as they get older. But most people aren’t planning ahead when it comes to making sure their houses…

Boldin: A New Approach to Retirement Planning

The Cheapest Places to Retire

In the years leading up to retirement, people often ask themselves, “When should I retire?” As retirement becomes a closer reality, the question turns to “Where…

What is an IRA Account and Why You NEED One?

Planning for retirement is probably one of the most confusing jobs that you’ve ever taken on. There are so many choices to make, and so many so many questions t…

Simple Living in Retirement: A Happy Retirement is the Ultimate Luxury

There’s a trend in retirement, and it’s not the luxurious life dripping with luxury vehicles and champagne breakfasts. A simpler and more modest approach has st…

6 Financial and Retirement Planning Blogs You Should be Reading

The more you read, the more you know, and the more you read about retirement planning, financial planning and personal finance the better off you’ll be. You cou…