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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
The Consumer Financial Protection Bureau defines financial wellness as, “having financial security and financial freedom of choice, in the present and in the future.”
Financial wellness means that you: 1) have control over your day-to-day, month-to-month finances, 2) have the capacity to absorb a financial shock, 3) are on track to meet financial goals, and 4) have the financial freedom to make choices that allow you to enjoy life.
Financial wellness results in: confidence, contentment, a sense of security, control, and purpose, and even happiness. And, there are numerous ways to improve financial wellness.
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning.
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
Is your glass half full or half empty? Learn why financial optimism delivers better outcomes and how to develop a sunnier outlook and why optimistic realism is the sweet spot.
Die with Zero is a call to live fully. Explore the core ideas and see 8 steps to a retirement plan that leaves nothing on the table.
Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.
Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.
This is the ultimate list of the best personal finance podcasts and YouTube channels, compiled from people who know, Boldin users!
The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.
Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it.
There is a lot of buzz around “financial wellness.” But unlike many fads, financial wellness is definitely a worthwhile pursuit.
Worried you aren’t doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties.
Conventional “wisdom” is often flawed. Try these 15 financial suggestions for more wealth and financial peace of mind.
Thinking of retiring? A shift in perspective could be all you need to make it possible. Explore 14 tips to help you change your approach.
More and more people are bringing mindfulness into their daily lives — but it’s not just about meditation or yoga. Money mindfulness is emerging as a powerful tool for improving financial clarity, reducing stress, and making more intentional decisions. By becoming more aware of your thoughts, habits, and emotions around money, you can take control […]
Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.
Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.
Hear what 12 thought leaders have to say about Trump’s tariffs and the market turmoil. Get useful advice and insightful commentary.
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.
Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!
Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security.
Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.
What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what’s needed to get by.
Here are tips for transitioning into retirement. Once you shift to a smart spending mindset, you’ll enjoy life more than ever before.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.