The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
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Blog Your guide to financial planning and retirement
Go beyond your savings and investments. We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.
Let's find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
November 6, 2025
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
These 13 year-end tax tips for retirement will help you minimize your 2025 taxes and reduce future tax bills.
Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances.
You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.
The Social Security Cost of Living Adjustment (COLA) for 2026 will be 2.8%. Is it enough? Do you need to update your plan?
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.
Retirement fears are real and deeply felt, but planning reduces the worry as shown by a poll of 1,000+ people who are approaching retirement.
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.
Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years.
It’s 2025 Medicare Open Enrollment time. Here are 14 tips for getting great coverage and lowering medical costs.
Discover how Social Security and wealth interact — and why the program plays a different role depending on your income and resources.
Discover how Andrea Solarz retired solo with confidence using Boldin, Social Security, and annuities to fund a life of purpose and travel.
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity.
You need a plan for dealing with long term care costs. Luckily there are some great alternatives to long term care insurance.
Through quotes from John Wooden, learn how consistency, patience, and focusing on what you can control build a more secure financial future.
Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes.
Some personal finance rules are helpful, others work against you as you near retirement. Here are 6 rules meant to be broken for a more secure future.
Boldin survey reveals most Americans worry a government shutdown and also the threat to ACA subsidies and retirement confidence.
Umbrella insurance adds extra liability protection but it isn’t for everyone. Learn who needs it and what it covers.
There is a lot to do as you near retirement. And, it goes beyond creating a robust financial plan. Money is only part of the equation.
Audit your spending to uncover patterns, cut waste, and align expenses with goals. Small adjustments will boost financial confidence.
The 4% rule is now the 4.7% rule, but safe withdrawal rates are no substitute for a holistic retirement plan.
Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding.
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
