Happy Retirement

Planning your future financial wellness needs to address with whom you spend your time, what you’ll do, where you’ll live, and also your purpose or how you’ll find meaning for this time of your life.

The happiest retirees have a plan for how to spend their time. More importantly, they understand the habits and and mindset required to stay vital, connected, and satisfied with life. Retirement depression and boredom is a real thing, but it is easily combatted with the right outlook and routine.

Get tips for celebrating retirement and planning a happy retirement. You deserve it!

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relocation for retirement

The Ultimate Guide to the Best Places to Retire: 20+ Lists, Quizzes, and Tips for Making the Best Relocation Decision for You

The ultimate guide to retirement relocation: 20 best places to retire lists, calculators, and tips to help you find your ideal locale.

August 15, 2024
financial stress

Where to Turn in Times of Financial Stress: 12 Ideas for Feeling More Confident About Your Money

Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when your confidence is rattled.

August 8, 2024
books about retirement and aging

Books About Personal Finance, Retirement Planning, Living in Retirement, Aging: Make the Most of Your Money and Time

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.

August 8, 2024
retirement group

How to Start a Retirement Planning Group or Club: Plan for a Happier Wealthier Future, Together

Having a group to discuss your finances with can be a source of calm, inspiration, know-how, and fun. Learn about starting a retirement planning club.

August 8, 2024
oldest olympic athletes

Oldest Olympians at the 2024 Paris Games

Think Olympic glory is only for people who are quite young? Think again! Learn about the athletes who are in their 40s, 50s and 60s.

July 25, 2024
life after retirement

Hurry! Life After Retirement is Going to Be Great (Assuming You Are Truly Ready)

Run don’t walk toward life after retirement. Research says it will be the best time of your life. Explore 8 tips to get ready to retire now!

July 25, 2024
Make a to be list

Go Beyond “To-Dos”: Make a “To Be” List and Live the Life You Want

Better than a “to do” list, discover how a “to-be” list can align your daily actions with your long-term values and aspirations.

July 18, 2024
retirement surprises

18 Retirement Surprises: What Retirees Wish They Knew About Retirement BEFORE Retiring

Here are a 18 possible retirement surprises. Make a plan and be prepared. Though the biggest surprise might be that you’ll make it work no matter what.

July 18, 2024
long life

How to Live a Long Life: 10 Habits of Happy and Healthy Aging 

You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?

June 25, 2024
financial stress

Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress

Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.

June 20, 2024
retirement motivations

Retirement Motivations: Are You Stumbling Toward or Joyfully Leaping into Retirement?

Explore 8 most often cited motivations for leaping into retirement. A few of them might really surprise you.

June 6, 2024

Midlife Stress: Understanding the U-Curve of Happiness and How to Feel (and Do) Better

Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.

June 6, 2024
does money buy happiness

11 Ways Money Really Can Buy Happiness

Does money buy happiness? It does if you know how to spend it. Find out how to improve your quality of life with the right kind of spending.

May 9, 2024
consumption smoothing

What is Consumption Smoothing? And, Why Is It Important if You Want Long Term Financial Stability?

While most people do short term consumption smoothing, you really need it for your future financial security.

April 18, 2024
long-term financial goal

What’s Your Why? How to Set Life Goals and Create a Financial Plan for Achieving Them

Is your long-term financial goal all about your money? You are missing the point. Learn to consider your why, what’s important to you.

April 11, 2024
Rising Above the Money Fog with Mikelann Valterra

Podcast: Rising Above the Money Fog with Mikelann Valterra

Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more.

April 10, 2024
stoic wisdom financial plan

Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future

There is surprising buzz around Stoicism, an ancient Greek philosophy. See how Stoic wisdom can help you achieve financial wellness.

March 21, 2024
no regret retirement

The No Regret Retirement: Make Sure You Are Happy with the Big Decision

You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets.

February 8, 2024
financial roadblocks

How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success

You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!

January 30, 2024
long life

How to Live a Long Life: 15 Habits of Happy and Healthy Aging 

You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?

January 4, 2024
financial worry

How Worry Tricks You into Worrying More and How to Feel Good About Your Financial Future

Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.

December 20, 2023
financial gift

Holiday Gift Guide: Great Financial Wellness and Investment Gifts for Everyone in the Family (Even the Kids)

This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.

December 6, 2023
death cleaning

7 Reasons to De-Clutter Your Home for Retirement

Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.

Read now…

November 21, 2023
financial success

A Recipe for Financial Success: It’s as Easy as Pumpkin Pie

Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.

November 16, 2023

Boldin Planner

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