Retirement Planning
Podcast 103: How Leslie & Thomas Used Boldin to Retire Early | Real Retirement Stories
Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years.
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Retirement Planning
Podcast 102: How Andrea Retired Solo With Confidence | Real Retirement Stories
Discover how Andrea Solarz retired solo with confidence using Boldin, Social Security, and annuities to fund a life of purpose and travel.
Retirement Planning
Podcast 101: Caring for Parents, Planning for the Future with Beth Pinsker
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity.
Planning
Government Shutdown and ACA Subsidies: User Survey
Boldin survey reveals most Americans worry a government shutdown and also the threat to ACA subsidies and retirement confidence.
Insurance
What Is Umbrella Insurance and Do You Need It?
Umbrella insurance adds extra liability protection but it isn’t for everyone. Learn who needs it and what it covers.
Retirement Planning
Podcast 100! Introducing Real Retirement Stories: Meet Mark Eakle
Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding.
Financial Wellness
Beyond Chance of Success: Assess Your Financial Health
Go beyond wealth. Measure your true financial health. Explore retirement, risk, cash flow, tax, and other financial metrics.
Happy Retirement
8 Aha Moments from Boldin Users Who Wrote a Plan
Discover the top financial aha moments! Have you experienced all of these insights? From spending and taxes to flexibility and confidence.
Retirement Planning
Flexible Planning: 10 Strategies to Build a Resilient Future
Retirement security is less a number and more a mindset. Flexibility can be the difference between surviving and thriving.
Retirement Planning
Podcast 99: What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud
Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off.
Planning
Boldin Made the 2025 Inc. 5000 List
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning.
Retirement Planning
Financial Motivation: How It Shapes Your Decisions
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
Lifestyle
Societal Collapse: Can You Protect Your Wealth?
Can you really plan for societal collapse? Most Boldin users (planners by nature) say don’t bother. Here’s their advice.
Retirement Savings and Investments
A Big Risk for Retirement Investments? Avoiding Risk!
According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.
Retirement Planning
Podcast 98: Retired, Not Done – How Scott Garrett Took Control of His Financial Future
Retired early, but not done. Scott Garrett shares how Boldin gave him the confidence to leave work and retire on his own terms.
Retirement Planning
Can I Retire at 55? Key Steps to Make Early Retirement Work
Can I retire at 55? It’s a common question for Americans seeking more freedom in their prime. Retiring five to ten years before traditional retirement age can o…
Planning
Good Debt and Bad Debt: A Quick Guide to Borrowing Wisely
Debt isn’t necessarily terrible. Good debt helps you get ahead. Bad debt puts you in a hole. Understand the differences for better financial outcomes.
Planning
Written Plan Benefits: 10 Insights from Schwab and Vanguard
The secret to financial success? A written plan! Get valuable 10 insights that could change how you think about your future.
Retirement Planning
Podcast 97: Money, Marriage, & Raising Financially Fit Kids with Andy Hill
Steve Chen & Andy Hill discuss how to turn negative net worth into Coast FI, spark kids’ money talks & own your family time.
Retirement Planning
Financial Optimism: Are You Too Optimistic or Pessimistic?
Is your glass half full or half empty? Learn why financial optimism delivers better outcomes and how to develop a sunnier outlook and why optimistic realism is…
Retirement Savings and Investments
Boldin's Monte Carlo Score: What It Is and Why It Matters
Learn about everything that has changed (and why) in Boldin’s Monte Carlo analysis and your Chance of Retirement Success score.
Budgeting & Spending
What "Die With Zero" Teaches About Spending in Retirement
Die with Zero is a call to live fully. Explore the core ideas and see 8 steps to a retirement plan that leaves nothing on the table.
Financial Advisors
Boldin Advisors SEC Registration: National Fee-Only Planning
SEC registration for Boldin Advisors means increased access, more choice, and continuation of the highest standards of guidance from CFP® professionals.
Planning
Analysis Paralysis: When Planning Keeps You from Retiring
Planning is valuable, but it isn’t the goal itself. Discover 3 ways to get unstuck if you think you suffer from retirement analysis paralysis.
