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…
Financial Planning Blog & Retirement Resources
Housing and Home Equity
Three Ways to Afford the Fastest Growing Retirement Destinations
If you’re one of the thousands of Americans approaching retirement, one of your top concerns is probably when to retire. But an accompanying question is where to retire. Realtor.com crunched the numbers and identified the fastest growing re…
Explore all our content
Financial Wellness
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.
Annuities
How to Compare Annuity Plans: Choosing the Right Annuity for You
Annuities can be a tricky purchase. You need to compare annuity plans to find the right option for you. But, there are many different products – fixed annuitie…
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…
Housing and Home Equity
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…
Budgeting & Spending
The Retirement Switcheroo: 6 Tips to Flip Your Mindset from Saving to Efficient Spending!
Retirement is a big deal and a huge life change. You have a whole new lifestyle and need a very different way of thinking about your money. In fact, your financ…
Podcast
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
Thank You John C. Bogle for the Bogglingly Significant Legacy to 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…
Happy Retirement
Winter Got You Down? Make a Sunnier Climate a Retirement Reality
Rain. Snow. Sleet. Cold. Once the coziness of winter holidays passes, dark weather can weigh heavily on our psyches. However, when you retire, you have more fr…
Retirement Planning
Feelin’ Groovy? Slow Down. Don’t Move Too Fast Preparing for Retirement
It seems that we are “feeling groovy” these days about our retirement prospects. Groovier and groovier over the past few years in fact. The Employee Benefit Res…
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…
Financial Advisors
How Much Should You Worry About a Stock Market Correction? Numbers and Tips for Weathering a Financial Storm
The past month has seen some wild dips in the stock markets. Nothing yet too terribly miserable for most, but enough to make us jittery. Should we be worried ab…
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
You Are Now Signed Up for Boldin News
Please check your inbox now for a verification email. This will confirm your subscription. If it is not in your inbox, check your spam or promotions folder and…
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…
Budgeting & Spending
Ways to Increase your Wealth (Make Money Today!)
Disclosure: Some links on this site, may be affiliate links. If you click on one of these links and buy from the affiliated company, then we receive some small…
Reverse Mortgages
When is the Best Time to Get a Reverse Mortgage? Wait or Act Now?
All potential borrowers ask “when should I get a reverse mortgage?” While there is no one right answer, here are guidelines to help you figure it out…
Reverse Mortgages
14 Important Reverse Mortgage Facts
Do you know your reverse mortgage facts? More and more people are becoming aware of reverse mortgage as an option for tapping their home’s equity. Maybe you hea…
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…
Explore categories
Boldin Planner
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.