Individual Enterprise
DIY Planning
The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
CALCULATORS

Simple Retirement Calculator
How Much Do I Need?, Net Worth? When Can I Retire?, and What’s My Retirement Income?

Lifetime Annuity Calculator

Roth Conversion Calculator
Talk to an Expert
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.
SERVICES

Coaching

Financial Advisor
Resources
Resources Fuel your financial planning know-how
Classes

Communities

Help Center
Blog

Podcast
OUR SOCIAL MEDIA

Facebook

Instagram

LinkedIn

Reddit

YouTube
Blog
Blog Your guide to financial planning and retirement

Read Most Recent The latest tips and information
Planning

Financial Wellness

Retirement Planning

Estate Planning

Taxes

Financial Advisors
Saving & Investing

Budgeting & Spending
Earning

Your Career

Retirement Income

Social Security

Retirement Jobs

Pensions
Home & Real Estate

Debt
Insurance

Health Insurance & Medicare

Long Term Care

Lifetime Annuities
Lifestyle

Happy Retirement

Family & Relationships

Aging Well

Your Time
Pricing
Get started Log in

Tag

personal finance coaching

1 article

Tagged “personal finance coaching”

Planning

Podcast 90: Money, Mindfulness & Mastery with Leisa Peterson

Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.

Editorial TeamMarch 20, 2025

Explore categories

Saving & Investing

Budgeting & Spending Earning

Home & Real Estate

Boldin Planner

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

Get Started Free How It Works Stories Pricing