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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
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!
Leslie and Thomas Martin stress-tested their portfolio and gained the confidence to retire with a personalized financial strategy.
The Odyssey Plan helps you explore bigger possibilities, test tradeoffs, and choose with real confidence.
Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.
The transition to retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by you.
George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.
A no-regret retirement isn’t about timing or a big bank account. Learn how to plan with clarity and confidence for the life you want.
Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.
Here are 4 mindset shifts for overcoming the mental blocks that might be preventing you from retirement planning progress.
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?
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
Explore how gratitude can improve your financial life by grounding decisions, reducing anxiety, and helping you plan in a way that reflects your values.
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.
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.
Read now…
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.
Umbrella insurance adds extra liability protection but it isn’t for everyone. Learn who needs it and what it covers.
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
Discover the top financial aha moments! Have you experienced all of these insights? From spending and taxes to flexibility and confidence.
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
Can you really plan for societal collapse? Most Boldin users (planners by nature) say don’t bother. Here’s their advice.
One of the happiest ages in life occurs in what many would consider “old age.” Find out which two years will be (or were) your happiest ever.
Too many people think that their financial destiny is set and can’t be changed. Find out how a planning mindset improves wealth and security.
From retirement boredom to too much to do, here are the top 9 surprises when you stop working. Plus, 14 ways to overcome the challenges.
Play should be an important component of both work and retirement. Explore why it’s so important and how to do it more.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
