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Planning

Podcast 81: The Role of Insurance in Financial Planning – a Conversation with Todd Taylor of New York Life

Listen in to learn about how insurers think about risk, particularly life expectancy, in financial planning.

July 11, 2024
pre retirement income Retirement Income

Can You Live Happily in Retirement With Just 66% of Your Work Income? (Yes! Most Do)

Research suggests that average annual retirement income for retirees is far less than what they earned before retirement. And, it’s not a problem!

July 11, 2024
new retirement rules Planning

Boldin’s Retirement Rules: 18 Guidelines for Financial Security in this Crazy Modern World

Many ideas about retirement are out of date. Explore these 18 NEW retirement rules for a more secure future.

July 3, 2024
success later in life Earning

10 Surprising Facts About Success Later in Life: (It is the Right Time to Start a Business)

You might be surprised by the facts of being an entrepreneur after 50! Financial success later in life is FAR more common than you might think.

July 3, 2024
solo 401k Your Career

Solo 401k: Massive Savings Opportunities for the Self-Employed

The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.

July 3, 2024
today's dollars vs future dollars Planning

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.

June 27, 2024
should I retire Planning

Should I Retire? 9 Ways to Help You Decide if It’s Time to Call it Quits

Should I retire? It is a big question. If you aren’t sure, try these 9 exercises to see if you are ready to leave work behind. Read now…

June 27, 2024
Planning

16 Retirement Numbers You Need to Know for a Secure Future

How to make sense of retirement planning? Here is your guide to 16 retirement numbers that could be important for a secure future.

June 27, 2024
long life Lifestyle

How to Live a Long Life: 10 Habits of Happy and Healthy Aging 

You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?

June 25, 2024
Family and Relationships

What Happens When You Inherit Money? 7 Ways to Prepare

Knowing what happens when you inherit money can enable you to improve plans for your own life.

June 20, 2024
Andrew Biggs Retirement Income

Podcast 80: Andrew Biggs on the “Retirement Crisis” (He Says There Isn’t One) and a Look at Social Security

Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.

June 20, 2024
financial stress Planning

Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress

Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.

June 20, 2024
Lifestyle

The 17 Best Places to Retire in the World: Explore Unexpected Locations!

Far flung locations are some of the best places to retire in the world. Explore a range of 17 surprising retirement destinations.

June 19, 2024
2026 Tax Brackets TCJA expiration Planning

TCJA: Why Your Taxes Are Likely to Increase in 2026 and What to Do About It

Due to the the TCJA expiration, your 2026 tax brackets and rates will rise. Find out why and how to prepare for the increase.

June 13, 2024
the algebra of wealth Financial Wellness

The Algebra of Wealth: 10 Lessons from Scott Galloway’s New Book

In his new book, The Algebra of Wealth, Professor Scott Galloway offers a path to economic security.

June 13, 2024
Retirement Planning Guide Retirement Planning

Retirement Planning Guide: 8 Steps to a Better Future

Use this retirement planning guide to get the secure and happy future you want. Gain confidence with these 8 easy to follow steps.

June 12, 2024
retirement motivations Planning

Retirement Motivations: Are You Stumbling Toward or Joyfully Leaping into Retirement?

Explore 8 most often cited motivations for leaping into retirement. A few of them might really surprise you.

June 6, 2024
housing market Financial Wellness

Why the Housing Market is More Important than the Stock Market for Most People

People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.

June 6, 2024
Financial Wellness

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.

June 6, 2024
Planning

Boldin vs Other Best Retirement Planning Software and Tools

Wondering about the best retirement planning software? Assess Boldin vs other platforms from the perspective of real users.

June 4, 2024
second careers Earning

An Encore Career? 5 Tips for a Second Career In Retirement

Second careers may be the key to a successful retirement. Get tips on the best careers and how to make money, find meaning and have fun.

May 30, 2024
financial planning myths Planning

18 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.

May 30, 2024
successful retirement Retirement Planning

Keys to a Successful Retirement: The 3 Attributes of Financially Solvent Retirees

A recent study found 3 traits to help you achieve a successful retirement. Adopt these maxims to achieve a more secure future.

May 30, 2024
Relocation for retirement Lifestyle

Considering a Relocation? There Can Be Surprising Benefits to Moving

Relocation may have surprising emotional benefits. However, most people want to stay put. Explore pros and cons of moving for retirement (or anytime).

May 23, 2024

Boldin Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.