Retirement Planning

Dave Ramsey Retirement Calculator: How the 25x Rule Works

Spend $60,000 a year? Ramsey’s retirement calculator says you need $1.5M. Here’s how the formula works and what it misses.

The Most Tax-Friendly States for Retirees in 2026

Florida, Wyoming, and South Dakota are among the most tax-friendly states for retirees. Find out how all 50 states compare.

Podcast 103: How Leslie & Thomas Used Boldin to Retire Early | Real Retirement Stories

Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years.

Podcast 99: What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud

Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off.

Podcast 98: Retired, Not Done – How Scott Garrett Took Control of His Financial Future

Retired early, but not done. Scott Garrett shares how Boldin gave him the confidence to leave work and retire on his own terms.

Podcast 97: Money, Marriage, & Raising Financially Fit Kids with Andy Hill

Steve Chen & Andy Hill discuss how to turn negative net worth into Coast FI, spark kids’ money talks & own your family time.

Resilient, Responsible, and Right in the Middle: A Mother’s Day Tribute to the Sandwich Generation (Moms & Dads Caring for Aging Parents and Children)

59 to 68 million Americans are in the sandwich generation. Get 8 powerful tips for managing this stressful time of life.

10 Reasons Why Talking About Money Can Give You a Better Future

It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your…

8 Ways to Cut Housing Costs for Retirement

It’s not unusual for people to want to cut housing costs, and it’s especially true of older adults who may be looking for ways to retire early or make living on…

Burned Out? Sabbaticals Are a Great Alternative to Quiet Quitting or Retiring Too Early

Are you sick and tired of work but aren’t ready for retirement? The sabbatical may be the right answer for your burnout.

The $7 Trillion Retirement Crisis Is Worsening

The retirement crisis is worsening but it doesn’t mean you’ll never retire. Learn how to cope if you haven’t saved enough.

How to Retire Like a European Socialist (and Why You Might Want to)

Europe has 7 of the 10 best places to be retired. Why do they rank highly? How can you emulate them for a secure retirement in the U.S.?

The Older You Are, The Greater Your Reverse Mortgage Benefits

Is a Tiny House the Big Solution for Your Retirement Plan?

Six reasons tiny homes are increasingly popular for retirement and how to see if it is a good option for you.

5 Ways to Save for Retirement on a Limited Income

Planning for retirement isn’t a luxury that only the wealthy can afford. In fact, the less we earn the more important our retirement savings becomes to our futu…

Expert Interview Series: Multi-Generational Households in Retirement

Have you ever considered living in a multi-generational home? According to the U.S. Census Bureau, a multi-generational family is defined as “those consisting o…

Your Countdown to Retirement Checklist: 10 Tips to Be Ready for Blast Off!

If you are in the countdown to retirement – marking the days until you can launch into the next stage of your life –  this checklist is for you. In the past, ma…

Expert Interview Series: The Advantages of Cohousing

Have you ever heard the term “cohousing” and wondered what it means? If you’re preparing for retirement, or if you’re just looking for a change of scenery, coho…

How Much Time Should You Spend On Retirement Financial Planning?

Would you believe some people give retirement financial planning less attention than planning a vacation, choosing a restaurant, or buying a television? It’s a…

Robo-Advisors: Should You Automate Your Retirement Savings and Investments?

Robots: They answer the phones at our insurance agencies; they build cars in our factories. And if we are lucky enough to own a Roomba-brand vacuum, they even v…

7 Ways to Protect Your Retirement from Investment Frauds

Selling bogus investment products to older Americans is big business: In June 2018, the U.S. Securities and Exchange Commission’s Office of the Investor Advocat…

Retirement Planning at Midlife: 6 Tips for a Secure Future

Financial planning for retirement takes a more focused turn through your midlife years–from your late 40s through your 50s and into your 60s. At midlife, your i…

Do You Want a Retirement Job Caring for Your Grandkids?

You spend most of your adult life planning for retirement. You might also spend a lot of time thinking about having grandkids one day. But what you might not pr…

Your Guide to a Foolproof Retirement Budget

The Scottish poet Robert Burns famously said, “The best-laid plans of mice and men often go awry.” That’s true about almost everything that you undertake in lif…