Retirement Planning

Last month I went wake surfing in the freezing waters of Lake Tahoe. The good news? Unlike the first few times I tried it, this time I succeeded! I got up and rode a wave — for a really long time! It is that kind of focus that is useful to apply to any endeavor, […]

We have announced this before, but it is true again: the Boldin Retirement Planner is now better than ever. We are VERY excited to announce the availability of 7 big powerful new features — some part of the PlannerPlus launch — a new premium subscription service.All of these new features are part of our continued […]

  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 perspective on investing, his work writing and managing money, and the present and future of wealth management.     Listen Now: Don’t miss out […]

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 Retire Yet? and Eat the Financial Elephant. Chris discusses his journey from a “normal” guy to becoming financially independent at 41 years old. In this interview he addresses potential […]

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 his journey to financial independence. Listen Now:   Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook Group to discuss this […]

Beeeep beeeep beeeep… Ugh. The alarm clock. It’s Monday morning and… You are dreading the work week, but you aren’t yet sure you financially prepared to retire. You are dreading the work week, you ARE prepared for retirement, but are still a bit worried about pulling the plug on work You hop out of bed, […]

Over the past few years I’ve had the opportunity to get to know several people who have achieved financial independence or are on the path to it. People like JD Roth, Darrow Kirkpatrick, Karsten Jaske (Big ERN), Fritz Gilbert, Dirk Cotton, Jillian Johnsrud, Jonathan Clements , Doug Nordman, Todd Tresider, Amy Savage and many others. Blue […]

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, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. We explore ideas and insights so that you can achieve a secure and meaningful […]

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 insight so that you can achieve a secure and meaningful future. In Episode 3, Chen is joined by guest Jonathan Clements — 33-year personal finance journalist and writer […]

We keep trying to improve the Boldin retirement planning calculator so that you can feel good about your future.  The latest improvement is a feature that lets you: This update could have a big impact on how accurate your plans will be and it is not something that many online planners give you any control […]

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 insight so that you can achieve a secure and meaningful future. Episode 1 is an interview with JD Roth, the man behind Get Rich Slowly — a hugely […]

A stock market crash will happen. It is never a question if, it is a matter of when and for how long. So, you really need to think about how to protect your investments – particularly your retirement investments. You probably remember the financial crisis that started around 2008. It severely impacted the retirement security […]

Below are the best retirement stories from 2017 — the articles on Boldin that our readers liked most from the last year. The 8 Skills You Need for a Fantastically Happy Best Retirement It is not millions you need to be happy in retirement, you need skills. Huh? What skills? Explore the 8 traits that […]

Truly effective retirement planning requires a lot of different data points and a very sophisticated formula.  However, some online tools make it easy to create and maintain a reliable plan — even if you don’t have a doctorate in mathematics or finance. While there are tons of simple retirement calculators out there, you want to […]

Want to know what it takes to have a successful retirement plan?  Using data from survey responses and retirement profiles, Boldin has found a few interesting traits shared by people who use the Retirement Planning Calculator to create a successful plan. Here are 7 retirement planning secrets from Boldin users who have successfully planned a […]

Hi – Steve Chen here with a few notes from recent months and thoughts on unknown unknowns. It’s been a very eventful few months across the country; we’ve had hurricanes, flooding, mass shootings and wildfires – every time I think that the pace of major events can’t go faster it seems to pick up even […]

Jack Kerouac is quoted as saving: “Great things are not accomplished by those who yield to trends and fads and popular opinion.”  While, this is generally true, great things might happen to you if you are part of some of the recent retirement trends. Allianz Life recently surveyed 3,000 Americans, including 1,000 baby boomers aged […]

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 another and use that knowledge to make Boldin better and build a community around our tools and content. Today we have about 300,000 people […]

It is back to school time.  While you are probably past the phase when you report to your children’s elementary, middle school or high school classrooms, these evenings can have some really valuable insights that you can apply to retirement planning. Here are a few ideas that teachers are talking about this year.  See if […]

Planning your future retirement is complicated.  Creating a secure retirement plan requires that you know what you want and then being able to put together what you have to achieve your goals.  While retirement planning is not child’s play, it might be easier if you think about the components of your plan as being a […]

The following on why it is important to be comfortable with the unknown comes to us from Mr. Henry K. “Bud” Hebeler. Get more from Bud at Analyze Now. In a presidential press conference, Anthony Scaramucci, President Trump’s short-lived Communications Director, refused to answer some questions on the basis that the questions were hypothetical. He […]

So, what are the best retirement plans? Well… there is no wrong way to spend retirement. Without the grind of a job, you typically have the freedom to allocate your time however you wish. However, these 25 ideas and lifestyles just might rise above the rest as the best ways to spend your retirement. The […]

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 remarkable. Although retirement is a long ways off for Bri, she has already saved over $85,000 by working part time jobs and investing. Yes, […]

The Big Picture Retirement Show is a podcast about retirement and estate planning by Devin Carroll and John K. Ross. Devin has been helping people with money related stuff for a while.  In addition to his ownership role at Carroll Investment Management, he’s also the Chief Compliance Officer and half owner of Cogent Advisory Group, an […]