Retirement Planning

Your retirement plan is a roadmap to your future, but like all plans, it is likely to evolve and change over time.

The economy will not behave exactly as you have anticipated and your own life and goals will also change over time.

And, the best retirement planning goes way beyond your savings and investments. Numerous other factors like Social Security, when you stop work, your longevity, home equity, debt, taxes, income sources, inflation, spending, healthcare costs, lifestyle choices, and more may actually represent greater value or be more important than your savings with regards to your overall financial wellness.

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written plan

A Written Plan Leads to More Confidence, Roths Are Underutilized, and 8 Other Insights from New Schwab and Vanguard Studies

The secret to financial success? A written plan! Get valuable 10 insights that could change how you think about your future.

July 11, 2025

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.

July 10, 2025
financial optimism

Financial Optimism: Are You Too Optimistic—or Too Pessimistic—About Your Financial Future?

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 the sweet spot.

July 10, 2025

Understanding Boldin’s Monte Carlo Simulation: What It Is, Why It Matters, and What’s New

Learn about everything that has changed (and why) in Boldin’s Monte Carlo analysis and your Chance of Retirement Success score.

July 4, 2025
movies about retirement and aging

Making Sense of Retirement, 122 Great Movies About Retirement, Aging and Living a Good Life: Updated List!

Click here for the best list of movies about retirement and aging. Updated 2019.

July 3, 2025
compound interest

Compound Interest and Saving as Much as You Can as Early as You Can: Magical Secrets to Building Real Wealth

Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.

June 18, 2025
best personal finance podcasts and youtube channels

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!

June 12, 2025
forced retirement

Forced Retirement? 6 Easy Steps to Regain Control and Secure Your Future

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.

June 9, 2025
How to Retire Early

How to Retire Early? A 30 Step Checklist for Gaining Financial Freedom

How to retire early? Get this 30-step checklist—covering everything from how much you need to how to be ready emotionally.

June 6, 2025
early retirement tips

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.

June 4, 2025

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.

May 29, 2025
right capital alternatives

Right Capital Alternatives: RightCapital vs. Boldin and Other Tools

Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options.

May 17, 2025
saving for retirement at 50

Real Life Planning: Can You Start Saving for Retirement at 50 (or Later) and Comfortably Retire at 62? (Yes!)

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 early sixties (or before)!

May 15, 2025
thinking of retiring

Thinking of Retiring and Worried You Aren’t Ready? It’s Time to 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.

April 28, 2025
retire young

8 of the Most Popular (and Inspiring) Reasons Why People Retire Young

Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.

April 24, 2025
Get help from Boldin

Retirement Planning is Complex: Get a Set of Expert Eyes – a Coach or Advisor – on Your Future!

Craving reassurance? Explore Boldin’s live support options: from professional financial advice to classes and coaching sessions.

April 24, 2025
5-10 years from retirement

How to Retire in 5 Years (Or less): 17 Things to Do Within 5 Years of Retirement

As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 17 things you need to do NOW for a secure future.

April 24, 2025
catch-up contributions

Catch-Up Contributions: The Powerful Retirement Saving Secret for People Over 50

Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.

April 24, 2025
simple retirement plan

Simple Retirement Planning: An Easy 4 Step Framework for Getting to the Future You Want

Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.

April 17, 2025
books about retirement and aging

100+ of the Best Books on Retirement Planning, Living in Retirement, and Aging

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.

April 15, 2025
life transitions

Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)

Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.

April 9, 2025
market volatility

Market Volatility: What Percentage of Boldin Users Feel Prepared? Plus, Critical Actions to Take in Uncertain Times (Prepared or Not) 

Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.

April 3, 2025

Video: Taxes in Retirement Office Hours

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

April 3, 2025
tax planning tips

Taxes in Retirement: 25 Terrific Tax Planning Tips for a Wealthier 2025 and Beyond

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

March 27, 2025

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