Financial Wellness
Future Economic Possibilities: Prepare for Any Outcome
Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.
Explore content
Podcast
Podcast 91: Tariffs, Markets & The Macro Story with Mike Himmelfarb
Steve Chen and Mike Himmelfarb unpack the sweeping impact on global markets, economic strategy, and personal finance.
Your Career
Life Transitions: How to Thrive Through Big Changes
Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.
Lifestyle
Market Volatility: How Prepared Boldin Users Feel
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.
Retirement Savings and Investments
Tariff Commentary: Advice from 12 Financial Experts
Hear what 12 thought leaders have to say about Trump’s tariffs and the market turmoil. Get useful advice and insightful commentary.
Retirement Planning
A Quick Video Tour of the Boldin Planner (Get Started Series 1)
Get a quick video tour of the Boldin Planner. See how to set up your plan and discover opportunities to improve your future.
Retirement Planning
Am I Ready to Retire? 8 Unexpected Skills You Need for a Happy Secure Future
If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do ne…
Retirement Planning
How to Retire Like an Adult: An 11-Point Checklist
To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure.
Podcast
Podcast 90: Money, Mindfulness & Mastery with Leisa Peterson
Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.
Taxes
Roth Conversion Survey: What Boldin Users Reveal
Roth conversions are a powerful tax planning strategy, but how do retirement savers actually use them? A recent survey of Boldin subscribers reveals that users…
Financial Wellness
Correction vs. Bear Market: Crashes, Secular Bear Markets, and What to Do
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.
Podcast
Podcast 89: Boldin Your Wealth with Jackie Cummings Koski from Catching Up to Fi
ackie Cummings Koski, co-host of Catching Up to FI, talks about overcoming poverty, divorce, and single motherhood to achieve financial independence.
Financial Wellness
Financial Well-Being: 10 Ways to Cope with Uncertainty
Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!
Aging Well
Realistic Expectations: The Key to a Happier Retirement
Psychological research strongly suggests that realistic expectations can increase retirement happiness (and financial security too).
Financial Wellness
Game Strategy for Your Money: Lessons from Winning Games
Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security.
Housing and Home Equity
4 Arguments for Retaining Your Mortgage in Retirement
You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice.
Retirement Savings and Investments
28 Retirement Investing Tips from Today’s Financial Geniuses
Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.
Podcast
Podcast 88: Invest with Impact with Toussaint Bailey
Toussaint Bailey, CEO of Uplifting Capital, discusses his journey from law to wealth management and aligning wealth with impact.
Retirement Savings and Investments
Wealth by Generation: What It Takes to Feel Rich
What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what’s needed to get by.
Retirement Planning
Economic Indicators: 22 Data Points to Watch
No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in fina…
Retirement Planning
10 Creative Ways to Retire If You Haven't Saved Enough
Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.
Podcast
Podcast 87: Retirement Ready – Confidence, Planning, and Purpose with Mike Richardson
Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose.
Retirement Planning
Scarcity: Don’t Let it Steal Your Retirement
Focusing on the scarcity of time and money can exacerbate the shortage, not improve it. Learn how to focus on what’s important for a wealthier future!
Financial Wellness
Economic Outlook 2025: 9 Developments and Your Finances
Big changes are afoot with the start of 2025. See what’s in store for your bottom line.
