Financial Wellness
How to Plan for Inflation in Your Long Term Financial Projections
Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.
Explore content
Aging Well
Retirement Risk Planning: Plan for What Could Go Wrong
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Value Your Time
Podcast: The Financial Samurai – “Buy This, Not That: How To Spend Your Way To Wealth And Freedom”
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 l…
Financial Wellness
The Psychology of Money: 9 Lessons for Financial Wellness
The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.
Budgeting & Spending
401(k) Fees: Get to Know What You Pay and Reduce the Expense
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.
Financial Wellness
Financial Wisdom from Jack Brennan, Former CEO of Vanguard
Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).
Podcast
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
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…
Value Your Time
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…
Podcast
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…
Podcast
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…
Financial Wellness
When to Roll Over Your 401(k) Plan Into an IRA
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 wi…
Value Your Time
Do You Need a Retirement Coach? 6 Ways They Help
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…
Financial Wellness
FIRE: Is Your Retirement on Track for Financial Independence, Retire Early?
“FIRE” stands for Financial Independence Retire Early for a group of fired-up young people. In a nutshell, it’s about making some significant lifestyle choices…
Estate Planning
How and Why to Pass on Financial Values to Your Heirs
You worked and saved for years, you can now can sit back satisfied with a job well done and enjoy some leisure. However, are you planning on leaving something t…
Estate Planning
10 Reasons Why Talking About Money Can Give You a Better Future
It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your…
Happy Retirement
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.
Value Your Time
How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
Value Your Time
Money Dysmorphia: How to Trade Uncertainty with Financial Confidence
The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it.
Value Your Time
10 Big Financial Planning Myths: What Are You Getting Wrong About Retirement?
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
Financial Wellness
Where to Turn in Times of Financial Stress: 10 Ideas for Feeling More Confident About Your Money
Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when…
Podcast
Podcast 83: Financing the Future, Tim Ranzetta on Educating and Empowering the Next Generation
Hear Tim Ranzetta, discuss the importance of financial education starting in high school and how it is becoming part of the standard curriculum.
Value Your Time
Financial Mapping: A Retirement Plan Is Like a Navigation System for Your Money and Time
Financial mapping, creating a roadmap for your money can help you with better financial habits, decisions and outcomes. It’s GPS for your finances.
Value Your Time
The Best Retirement Investments: 10 Important Ways to Invest that Are NOT Financial
Investing in yourself doesn’t need to involve money. In fact, many of the best retirement investments do not involve greenbacks at all. Instead, they are invest…
