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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Rising Above the Money Fog with Mikelann Valterra

Podcast 77: 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
ikigai

Blue Zones Report: 3 Okinawan Secrets to a Long Emotionally, Intellectually, and Physically Healthy Life

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.

September 21, 2023
best country for retirement

Where in the World is the Best Retirement? (See Where the U.S. Ranks and Discover Worldwide Problems with Financial Security)

Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?

September 21, 2023
financial motivations

How Your Financial Motivations Impact Your Financial Decision Making

Financial motivations drive your financial decisions. Be aware of them and you will make better choices.

September 7, 2023
questions about wealth

87 Thought Provoking Questions About Wealth: Understand Your Values and Attitudes About Money to Live Happier

Money is important. Take time to think about and answer questions about wealth. Explore your beliefs and attitudes. It can be transformative.

August 24, 2023
work and play

It’s Time to Play! Why Having Fun is So Important In both Work and Retirement

Play should be an important component of both work and retirement. Explore why it’s so important and how to do it more.

August 14, 2023
when does happiness peak

You Probably Haven’t Hit Peak Happiness Yet: Find Out When It Will Happen!

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.

August 14, 2023
retirement boredom

The Hard Parts of Retirement: Boredom and Other Problems

Even a financially secure retirement can come with problems. Explore retirement boredom and what else vexes people about post work freedom.

August 10, 2023
financial mindset

The Secret to Financial Discipline, Confidence, and Better Results? A Planning Mindset!

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.

August 1, 2023
financial optimism

Are You Too Optimistic or Too Pessimistic with Your Financial Plans?

Glass half full or half empty when it comes to your financial outlook? There are benefits to both viewpoints, but usually optimism wins.

July 20, 2023

41 Retirement Party Ideas: Retirement is a Big Deal, Commemorate and Celebrate the Occasion!

Celebrate retirement with a retirement party. Ideas for who to invite, when and where to party, speech ideas, and other ideas & fun stuff.

July 20, 2023
retirement tips

98 Tips for a Healthy, Wealthy, and Happy Retirement!

Here are 98 retirement tips and tricks. Explore useful advice for a healthy, wealthy and happily ever after.

July 13, 2023
managing money for happiness

6 Tips for How to Manage Money for Happiness

Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.

July 6, 2023
future self

Make Friends with Your Future Self to Achieve the Life You Want

Making friends with your future self may seem odd. However, it is a really good way to get the life you want. Find out why and how to do it.

June 29, 2023
retirement travel

20 Great Retirement Travel Ideas: Make the Most Popular Retirement Pursuit Your Reality

Here are 20 tips for making travel after retirement plentiful, affordable and completely fulfilling. Get ready to make reservations!

June 7, 2023
graduation speeches

Advice from 2023 Graduation Speeches that Can Apply to Your Financial Goals

Graduation speeches offer great advice for a good life. And, you know what? The guidance can also be relevant to your finances and retirement.

June 1, 2023
life transitions

Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)

Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.

June 1, 2023

Boldin Planner

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