Retirement Planning
Mandatory Retirement Age: Pros, Cons, and Planning Gaps
Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.
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Retirement Planning
Podcast 106: The Automatic Millionaire in an Automated World with David Bach
David Bach joins Steve Chen to discuss The Automatic Millionaire, his IRA Flat Tax idea, RMD delays, retirement spending, and AI in financial planning.
Financial Wellness
8 Reasons Why Financial Resolutions Fail (and What Actually Helps)
Ever wonder why financial resolutions fail? It’s not willpower. Learn the real reasons and how to achieve your goals and dreams.
Planning
Financial Resolutions: Set Goals for 2026 and Beyond
Set financial goals and resolutions for 2026. Here are 28 things to consider to set yourself up for a secure and happy future.
Retirement Planning
Our Editor's Favorite Retirement Planning Articles of 2025
Discover Boldin’s editor’s favorite retirement planning articles from 2025—insights on money, mindset, purpose, and living well.
Planning
Tips, Lists, and Tricks: Boldin’s 15 Most Clicked Articles in 2025
These are Boldin’s 15 most-clicked articles, covering retirement planning topics like taxes, timing, investing, and more.
Financial Wellness
Best Books for a Retirement Gift: Financial Peace of Mind
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.
Retirement Planning
Podcast 105: You Can Afford Anything, but Not Everything with Paula Pant
Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework.
Planning
Budgeting Time: How Are You Measuring Your Hours?
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.
Retirement Planning
Real Life Retirement Lessons from Unexpected Journeys
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.
Retirement Savings and Investments
A Guide to Managing Sudden Wealth: Key Financial Considerations
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
Planning
Year-End Financial Planning: 6 Insights from 1,000 Users
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.
Retirement Planning
Financial Worry: How It Tricks You and What to Do Instead
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
Value Your Time
Plan Your Dreams: 11 Guidelines for a Life-First Plan
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Planning
A Recipe for Financial Success: It’s as Easy as Pumpkin Pie
Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.
Planning
Pros and Cons of Inheriting a House: A Guide for Heirs
Explore some of the issues around the family home and how it works as an inheritance.
Retirement Planning
20+ Eye-Opening Scenarios to Try with a Comprehensive Retirement Planning Tool!
Explore 20 scenarios to try with the Boldin Planner. These will increase your planning know-how and build your financial confidence.
Retirement Planning
Why Financial Planning is the Ultimate Marshmallow Test
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
Retirement Savings and Investments
Year End Tax Planning Strategies to Keep More Money and Prepare for Future Wealth
These 13 year-end tax tips for retirement will help you minimize your 2025 taxes and reduce future tax bills.
Retirement Planning
Podcast 104: Money Confidence for Real Life with Katy Song
Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances.
Planning
How Much Time Do You Have? Money vs. Time Around the World
You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.
Retirement Planning
How Much Do You Need for Retirement if You Will Live to Be 100?
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.
Retirement Planning
Retirement Fears: Scarier Than a Dark Walk on Halloween?
Retirement fears are real and deeply felt, but planning reduces the worry as shown by a poll of 1,000+ people who are approaching retirement.
Happy Retirement
New Retirement Books: Lessons from 6 Late-2025 Releases
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.
