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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.
The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.
Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!
Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.
Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle life’s dilemmas in a rational way and achieve financial freedom.p
The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.
As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.
Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.
Worried you aren’t ready for retirement? You aren’t alone and the fixes aren’t too painful. Improve your financial prospects.
Financial advice is often complicated. However, it can be simplified. Browse wisdom for saving, investing, spending and living.
Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.
Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.
Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).
Episode 58 of the Boldin podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group
Recently online, individual Boldin subscribers were discussing the most foolish financial decisions they had ever made. The conversations were interesting in that many highlighted a few bits of “wisdom” about being “foolish.” Foolishness Can Be a Great Learning Tool Making foolish decisions can be one of the greatest learning tools. “A wise man can learn […]
As you look for signs of recovery from the economic turmoil of the pandemic, you’ll want to keep your eye on a few economic indicators that are usually seen as bad news. Why? Well, because in the topsy turvy world we live in today, bad news may actually be good news. Rising Unemployment Rising unemployment […]
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 Your Time and Live a Happier Life — and discusses how to think about and value your scarcest resource, your time. Listen Now: Don’t miss out on future […]
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 of Financial Independence as well as Collins’ book, “The Simple Path to Wealth”. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher […]
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 and life lessons Benz has picked up over her 25-year career at Morningstar. They also talk about Benz’s works, 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances […]
Would you believe some people give retirement financial planning less attention than planning a vacation, choosing a restaurant, or buying a television? It’s a bit scary, but it’s also true. Retirement isn’t an event, and it’s not something to buy. If you want to keep your current standard of living for the long haul, you’ll […]
When you move from one place of employment to another, you’ll probably want to at least give some careful thought to taking the funds in your old 401(k) plan with you. In many cases, rolling them over into an IRA is the best choice. But then again, sometimes it’s better to leave your funds in […]
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
