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…

How Much Time Should You Spend On Retirement Financial Planning?

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…

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…

Retired at 30: A True Story of Saving for Retirement

Jacob Lund Fisker is not your typical retiree. He’s certainly not at an age where he could collect Social Security. He’s not in his 60s or his 50s. Jacob isn’t…

Money Talks, But Do You Speak the Language?

Have you ever traveled to a place where they speak English, but the people have a heavy accent and a different dialect? You have a vague and slowly formed idea…

4 Reasons Why Straight Talk About Retirement 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…

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…

Is Your Retirement on FIRE (Financial Independence Retirement 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…

Wealth Inequality: We Are All Affected, But Black Households in Particular

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…

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…

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.

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.

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.

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.

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 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.

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.

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…

Podcast 79: Wealth & Wisdom with Robert Brokamp

Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.

Your Money Over Time: The Critical Differences Between Today’s and Future Dollars

Explore the differences between financial projections in today’s dollars vs. future dollars. See which matters and why.

Midlife Stress: Understanding the U-Curve of Happiness and How to Feel (and Do) Better

Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.

The 10 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future

Want a short cut to a wealthy and happy retirement? These 23 Best TED Talks can help you feel inspired, be smarter and have a better future.

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.