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The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
Get expert support Make sure your plan is set up correctly with a coach. Or, talk to a CERTIFIED FINANCIAL PLANNER® from Boldin Advisors for even more guidance and support.
Resources Fuel your financial planning know-how
Blog Your guide to financial planning and retirement
January 23, 2019 • 77 minutes
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
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 field. He also runs Wealth Logic. Allan and Steve discuss how (and why) most people can do much better financially by keeping investments simple and managing expenses. […]
Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.
Hear thoughts on the impact of technology, psychology and fee models on planning plus insights into how flow states are good for work and retirement life.