Planning
When Can I Retire?
When can I retire? It’s a question you probably ask weekly or monthly, if not daily. The problem is that there is no one “right” answer. There are a variety of…
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Financial Wellness
Podcast: Jack Brennan — Insights from the Former CEO of Vanguard
Episode 58 of the Boldin podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group
Retirement Planning
Inflation Risk: Should You Be Worried About Inflation and Your Retirement?
What is your inflation risk? (It just went up.) Here are 8 ways to protect your retirement finances from rising inflation. Read now…
Family and Relationships
The Retirement Calculator for Married Couples
Retirement planning is complicated. Retirement planning when you are married – or part of any kind of committed couple – is doubly complicated. If you are marri…
Podcast
Podcast: Peter Leyden — A Vision of the Future from 2020 to 2050
Peter and Steve discuss what the next 30 years might bring us and how that could impact our lives and the lives of future generations.
Aging Well
Retired Athletes: 20 Valuable Lessons from their Financial Victories and Agonizing Defeats
Retired athletes too often face financial ruin. According to authoritative reporting by Sports Illustrated, approximately 78 percent of NFL players either go ba…
Podcast
Podcast: Roger Whitney — Agile Retirement Management
Steve and Roger discuss an agile process to truly rock retirement, not just survive it. Make the most of this period of life.
Budgeting & Spending
Podcast: Paula Pant — You can Afford Anything but not Everything
Episode 54 of the Boldin podcast is an interview with Paula Pant, the Founder of Afford Anything, a personal finance site, and host of the Afford Anything Podca…
Financial Wellness
The 22 Most Foolish Financial Decisions Ever Made
Recently online, individual Boldin subscribers were discussing the most foolish financial decisions they had ever made. The conversations were interesting in th…
Podcast
Podcast: Ben Carlson — Everything You Need to Know About Saving For Retirement
Episode 52 of the Boldin podcast is an interview with Ben Carlson — Director of Institutional Asset Management at Ritholtz Wealth Management — and discusses whe…
Housing and Home Equity
Podcast: Melissa Fredette — Financial Independence via Real Estate
Steve: Welcome to The Boldin Podcast. Today we will be talking with Melissa Fredette, the former president of postgraduate programs at Hult Internatio…
Podcast
Podcast: Dana Anspach — Retirement Income Planning
The 50th Boldin podcast! This time, Steve Chen is joined by guest Dana Anspach — Certified Financial Planner™, author, and the founder of Sensible Money — and d…
Financial Wellness
Podcast: Ashley Whillans — Time Smart
Episode 49 of the Boldin podcast is an interview with Ashley Whillans — assistant professor at Harvard Business School and author of Time Smart: How to Reclaim…
Financial Wellness
Podcast: JL Collins — The Simple Path to Wealth
Episode 48 of the Boldin podcast is an interview with JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how…
Retirement Planning
The Ulysses Strategy: 5 Tips for Taming Fear and Greed to Achieve Retirement Security
The Ulysses Strategy (Ulysses is the Latin name for Odysseus) is a method financial planners developed to keep savers and investors from listening to the sirens…
Retirement Planning
Retirement Planning Guide: 8 Steps to a Better Future
ADVERTORIAL Financial planning is probably not on your top ten list for how to spend your time. However, getting your hands around your finances and planning a…
Earning
Podcast: Alan Donegan — Journey to FI and Starting Companies
Episode 45 of the Boldin podcast is an interview with Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and dis…
Financial Wellness
Podcast: Christine Benz — Morningstar & 25 Years of Personal Finance
Episode 43 of the Boldin podcast is an interview with Christine Benz — author and Morningstar’s director of personal finance — and discusses the big financial a…
Happy Retirement
The Secret to a Happy Retirement? A Schedule!
Before retirement, life has a predictable routine. Work takes priority, and oftentimes everything else is scheduled around it. From laundry to mowing the lawn,…
Retirement Planning
How to Retire: 5 Steps to a Secure Future
You want to know how to retire. Figuring out the answer to this question can feel overwhelming and sometimes impossible, especially if you are already in your 5…
Retirement Planning
Warren Buffett’s Retirement Planning Advice
Warren Buffett earned his nickname honestly. The Oracle of Omaha’s success at investing is legendary, and he has ranked among the world’s wealthiest people time…
Aging Well
3 Biggest Retirement Fears and How to Beat Them
Spiders. Snakes. The dark. Clowns. It’s likely that you have at least one of these fears. However, if you are near retirement age, then what scares you most is…
Insurance
6 Types of Insurance for a Worry Free Retirement
Saving money is hard enough. No one wants more bills to pay, especially when you’re on a fixed or limited income. But insurance is something of a necessary evil…
Financial Wellness
6 Ways a Life Coach Can Improve Your Retirement
You’ve saved money, but are you really ready for retirement? Using a life coach for retirement might sound crazy, but it’s not. While some people prepare for th…
