Podcast
Podcast: Jonathan Mendonsa — Past, Present, & Future of Financial Independence
Episode 24 of the Boldin podcast is an interview with Jonathan Mendonsa where we cover the past, present, and future of the Financial Independence & FIRE moveme…
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Podcast
Podcast: Michela Abrams — Planning for the Unexpected
Episode 23 of the Boldin podcast is an interview with Michela Abrams, the former CEO of Dwell Magazine. They discuss dealing with sudden life changes, planning…
Estate Planning
How to Increase Wealth… AFTER Retirement…
Too many people think that retirement is a time of drawing down assets. However, it is entirely possible to increase your wealth AFTER you have retired. Um… No…
Retirement Planning
Retirement Planning Guide: 8 Steps to a Better Future
Financial planning is probably not on your top ten list for how to spend your time. However, getting your hands around your finances and planning a secure futur…
Retirement Planning
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Please check your inbox now for a verification email. This will confirm your subscription. If it is not in your inbox, check your spam or promotions folder and…
Podcast
Podcast: Annie Duke — Thinking in Bets — Poker, Decision Making and Behavioral Finance
Episode 18 of the Boldin podcast is an interview with Annie Duke — a best selling author, public speaker and former world champion poker professional. We discus…
Podcast
Podcast: Nate Lawrie from Yale All American to NFL Grinder to Entrepreneur
Nate Lawrie was an All American at Yale and then played professional football for 8 years. After retirement from the NFL, he reinvented himself as an entreprene…
Retirement Planning
Say Hello to PlannerPlus Print Report and Download Data: Look at Your Retirement Plan in a New Way!
We at Boldin are happy to announce delivery of some of the most requested retirement planning features: a printable report and downloadable data. PlannerPlus su…
Retirement Planning
How to Prepare for 7 Hard Things Likely in Retirement
There are a lot of things that can potentially go wrong in retirement. Stocks could fall, inflation could skyrocket, high tides might flood your beach side ret…
Podcast
Podcast: Penny Hoarder Founder on Mission-Based Work, the Gig Economy and Entrepreneurial Success
Episode 15 of the Boldin podcast is an interview with Kyle Taylor — founder of The Penny Hoarder — the fastest-growing private media company in the U.S. for the…
Retirement Planning
Overcome These 12 Big Financial Planning Mistakes
Very few people are experts at managing their finances, planning retirement, building wealth, and ensuring a secure future. Effective money management is often…
Podcast
Podcast: Fritz Gilbert and His Fat FIRE Approach to Retirement
Episode 13 of the Boldin podcast is an interview with Fritz Gilbert — founder of The Retirement Manifesto. Fritz discusses a “Fat FIRE” approach to retirement.…
Podcast
Podcast: Early Retirement Insights from a Former DEA Agent, Bruce Goldberg
Episode 12 of the Boldin podcast is an interview with Bruce Goldberg. Get the fascinating inside scoop on the real life of a former drug enforcement agent and h…
Podcast
Podcast: Ben Carlson Shares the Wealth (of Common Sense)
Episode 9 of the Boldin podcast is an interview with Ben Carlson — the author of A Wealth of Common Sense (both the book and the blog). Ben discusses his perspe…
Podcast
Podcast: Chris Mamula on Retirement Early and the Pitfalls to Avoid
Episode 8 of the Boldin podcast is an interview with Chris Mamula — a “Financial Independence Retirement Early” (FIRE) proponent and writer for both Can I Retir…
Podcast
Podcast: PhD on FIRE: Safe Draw Down Rates with Karsten Jeske aka BigERN
Episode 6 of the Boldin podcast is an interview with Karsten Jeske (also known as Big ERN). Steve and Karsten discuss Karsten’s mega financial background and h…
Podcast
Boldin Podcast: Morgan Housel on How Millennials and a $30 Trillion Wealth Transfer May Change Our Future
Episode 4 is an interview with Morgan Housel, award winning writer and venture capitalist with the Collaborative Fund. Hosted by Steve Chen, founder of Boldin,…
Podcast
Boldin Podcast: Money, Behavior and Happiness — Steve Chen Interviews Jonathan Clements
Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. Explore ideas and great…
Podcast
Boldin Podcast: Financial Independence, Purpose & Happiness — Steve Chen Interviews JD Roth
Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. Explore ideas and great…
Retirement Planning
A Note from the Boldin Founder, Stephen Chen
Blurry photo credit: Me Hi! This is Steve Chen. I’m the founder of Boldin and we’re reaching out to try to better engage with you so that we can learn from one…
Retirement Planning
Robyn Bri: The 18-Year-Old Out-Saving Average 50-Year-Olds
Robyn Bri is 18 years old and just graduated from high school in Marin, CA. In some ways, she is an average high achieving kid. In another way, she is very re…
Retirement Savings and Investments
Best Retirement Advice from Retirees: 8 Tips from an 80 Year Old Who Has More Savings Now than When He First Retired
You get the best retirement advice from retirees who really know something! Retirement advice and how it is implemented can have a profound impact on your retir…
Retirement Planning
Simple Living in Retirement: A Happy Retirement is the Ultimate Luxury
There’s a trend in retirement, and it’s not the luxurious life dripping with luxury vehicles and champagne breakfasts. A simpler and more modest approach has st…
Retirement Planning
6 Financial and Retirement Planning Blogs You Should be Reading
The more you read, the more you know, and the more you read about retirement planning, financial planning and personal finance the better off you’ll be. You cou…
