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…
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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.
Retirement Savings and Investments
Uncertain Economy: How Much to Adjust Your Retirement Plan
It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.
Planning
Quarterly Financial Review: 9 Updates to Make to Your Plan
Want to stay on track to a secure future? Do a quarterly financial review. This article explains what to update, provides recent economic benchmarks and shows y…
Budgeting & Spending
The Best (and Worst) Sources of Emergency Money
If you find yourself needing emergency money or income, here is a guide to 11 different sources of funding. Explore the pros and cons.
Budgeting & Spending
What to Do About Inflation: How People Adjust Their Retirement Plans
Is doing nothing a sane response to inflation today? For some, absolutely. Others need to take action. Explore your options.
Financial Wellness
Monte Carlo Simulations: Your Chance of Financial Success
Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.
Retirement Planning
When Can I Retire?
When can I retire? It’s a question you probably ask weekly or monthly, if not daily. The problem is that there is no one “right” answer. There are a variety of…
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…
Housing and Home Equity
Podcast: Melissa Fredette — Financial Independence via Real Estate
Steve: Welcome to The Boldin Podcast. Today we will be talking with Melissa Fredette, the former president of postgraduate programs at Hult Internatio…
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…
Retirement Planning
How to Calculate the Future Value of Your Retirement
Conclusion: Future Value Calculator That Plans Real Life A future value calculator turns guesses into grounded projections. You input contributions, rate of ret…
Retirement Income
Your Guide to Developing a Retirement Withdrawals Strategy
Retirement withdrawals strategy becomes important to consider as you age. You’ve spent your entire working career saving and investing for retirement. Now it’s…
Debt
What Happens to Your Debt When You Die?
What happens to your debt when you die? It’s possible that an individual can have so much debt after they die that it will wipe out the assets that they’d hope…
Lifestyle
Delay Retirement: 9 Tips for a Happier, Wealthier Future
Reaching age 65 once meant collecting a final paycheck. But today, more Americans are trying to delay retirement – working well into the traditional retirement…
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…
Aging Well
Loneliness Is as Dangerous as Smoking and Stress
Research shows that feeling lonely is a big risk factor for heart attack, clogged arteries, and stroke. In fact, the dangers of loneliness are on par with obes…
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
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.
Happy Retirement
How to Start a Retirement Planning Group or Club: Plan for a Happier Wealthier Future, Together
Having a group to discuss your finances with can be a source of calm, inspiration, know-how, and fun. Learn about starting a retirement planning club.
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.
Financial Wellness
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.
