Planning
Boldin Made the 2025 Inc. 5000 List
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning.
Explore content
Retirement Planning
Financial Motivation: How It Shapes Your Decisions
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
Retirement Planning
Financial Optimism: Are You Too Optimistic or Pessimistic?
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…
Budgeting & Spending
What "Die With Zero" Teaches About Spending in Retirement
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 Wellness
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.
Retirement Planning
Compound Interest: Why Saving Early Builds Real Wealth
Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.
Planning
The 57 Best Personal Finance Podcasts and YouTube Channels
This is the ultimate list of the best personal finance podcasts and YouTube channels, compiled from people who know, Boldin users!
Retirement Savings and Investments
Emergency Fund in Retirement: Why Emergency Savings Matter
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.
Planning
Do It for Your Future Self: Smart Choices for Retirement
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.
Financial Wellness
What Is Financial Wellness? What Most People Miss
There is a lot of buzz around “financial wellness.” But unlike many fads, financial wellness is definitely a worthwhile pursuit.
Financial Wellness
Challenges of Financial Planning: Why It's Worth It
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.
Financial Wellness
15 Financial Suggestions Smarter Than Conventional Advice
Conventional “wisdom” is often flawed. Try these 15 financial suggestions for more wealth and financial peace of mind.
Financial Wellness
Thinking of Retiring and Worried You Aren't Ready? Change Your Perspective
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.
Planning
Money Mindfulness: 10 Ways to Reduce Financial Stress
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 t…
Financial Wellness
Future Economic Possibilities: Prepare for Any Outcome
Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.
Retirement Income
Tariff Turmoil: What Boldin Users Did (and Didn't Do)
Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.
Lifestyle
Market Volatility: How Prepared Boldin Users Feel
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.
Retirement Savings and Investments
Tariff Commentary: Advice from 12 Financial Experts
Hear what 12 thought leaders have to say about Trump’s tariffs and the market turmoil. Get useful advice and insightful commentary.
Financial Wellness
Correction vs. Bear Market: Crashes, Secular Bear Markets, and What to Do
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.
Financial Wellness
Financial Well-Being: 10 Ways to Cope with Uncertainty
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!
Financial Wellness
Game Strategy for Your Money: Lessons from Winning Games
Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security.
Retirement Savings and Investments
28 Retirement Investing Tips from Today’s Financial Geniuses
Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.
Retirement Savings and Investments
Wealth by Generation: What It Takes to Feel Rich
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.
Retirement Planning
From a Saving to a Spending Mindset: How to Stop Worrying About Retirement
Here are tips for transitioning into retirement. Once you shift to a smart spending mindset, you’ll enjoy life more than ever before.
