Retirement Savings and Investments
Your Expanded Net Worth Is Higher Than You Think
You’re worth hundreds of thousands more than your net worth calculations suggest, really! (Assuming an expanded definition of net worth…)
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Planning
The 57 Best Personal Finance Podcasts and YouTube Channels
This is the ultimate list of the best personal finance podcasts and YouTube channels, compiled from people who know, Boldin users!
Planning
Forced Retirement? 6 Steps to Regain Control
Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 6 step plan.
Planning
Financial Confidence: Boldin Users Outpace the Nation
Testimonials and a recent survey of Boldin users show how retirement planning increases financial confidence and can trigger earlier retirements.
Planning
The Beige Book, Explained and Takeaways for Retirement Planning
The Beige Book: what it is and what the latest report has to say about the economy (and therefore your life).
Retirement Savings and Investments
Emergency Fund in Retirement: Why Emergency Savings Matter
The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.
Planning
Do It for Your Future Self: Smart Choices for Retirement
Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it.
Retirement Planning
Early Retirement Tips: 28 Strategies, Tricks, and Insider Info from People Who Left Work Behind
Get early retirement tips and tricks from people who successfully retired in their 40s and 50s and are thriving now.
Retirement Savings and Investments
How Not to Invest: 3 Big Ideas from Barry Ritholtz
Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money.
Podcast
Podcast 96: How Not to Invest – Avoiding Big Money Mistakes with Barry Ritholtz
Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech’s role in finance, and how to build smarter portfolios.
Long Term Care
The One Big Beautiful Bill Act (OBBBA) and Your Retirement
Explore 7 key provisions in (or consequences of) the One Big Beautiful Bill Act (OBBBA) — and what they could mean for your retirement.
Podcast
Podcast 95: Flipping the Script with Geoff Schmidt from Holy Schmidt
Discover how Geoff Schmidt of Holy Schmidt went from Wall Street to YouTube to teach retirement, Social Security, and financial clarity.
Retirement Planning
RightCapital Alternatives: How Boldin and Others Compare
Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options.
Retirement Savings and Investments
Saving for Retirement at 50: Is It Too Late to Retire Comfortably at 62?
It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your ea…
Financial Wellness
Challenges of Financial Planning: Why It's Worth It
Worried you aren’t doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties.
Planning
Podcast 94: Millionaire Milestones – Building Wealth on Your Terms with Sam Dogen
Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset.
Financial Wellness
15 Financial Suggestions Smarter Than Conventional Advice
Conventional “wisdom” is often flawed. Try these 15 financial suggestions for more wealth and financial peace of mind.
Financial Wellness
Thinking of Retiring and Worried You Aren't Ready? Change Your Perspective
Thinking of retiring? A shift in perspective could be all you need to make it possible. Explore 14 tips to help you change your approach.
Podcast
Podcast 93: Five Years Later – White Coat Wisdom with Dr. Jim Dahle
Steve Chen and Jim Dahle discuss investing philosophy, simplifying wealth, estate planning for kids five years after their first conversation.
Value Your Time
8 Reasons People Retire Young, and What It Takes
Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.
Retirement Planning
Retirement Planning Coach or Advisor: Get Expert Eyes
Craving reassurance? Explore Boldin’s live support options: from professional financial advice to classes and coaching sessions.
Planning
Money Mindfulness: 10 Ways to Reduce Financial Stress
More and more people are bringing mindfulness into their daily lives — but it’s not just about meditation or yoga. Money mindfulness is emerging as a powerful t…
Podcast
Podcast 92: Making Sense of Social Security with Devin Carroll
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.
Retirement Planning
Simple Retirement Planning: An Easy 4-Step Framework
Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.
