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The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
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Blog Your guide to financial planning and retirement
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.
How many of these 29 retirement planning mistakes are you making? Almost everyone fails at #4, #8, and #26. See how to fix your errors.
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity.
Most retirees share the same regrets. Here are the 15 that come up most, and what you can still do about it.
Through quotes from John Wooden, learn how consistency, patience, and focusing on what you can control build a more secure financial future.
There is a lot to do as you near retirement. And, it goes beyond creating a robust financial plan. Money is only part of the equation.
The 4% rule is now the 4.7% rule, but safe withdrawal rates are no substitute for a holistic retirement plan.
Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding.
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
Explore the role potential market risks play in planning your future, other risks, and how flexible sources of funding can protect your future.
Discover the top financial aha moments! Have you experienced all of these insights? From spending and taxes to flexibility and confidence.
Informed older Americans are highly skeptical about alternative assets in a 401(k).
Retirement security is less a number and more a mindset. Flexibility can be the difference between surviving and thriving.
Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off.
Should I invest in 401k or Roth IRA? Learn how to decide based on taxes, income, and retirement goals, with examples and guidance.
Learn Roth 401k limits for 2025, catch-up amounts, and strategies to maximize contributions. Get tax-free growth tips now.
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning.
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
Want to retire in your 50s and withdraw from savings? You need to understand the Roth 5 year rules to avoid penalties.
Retired early, but not done. Scott Garrett shares how Boldin gave him the confidence to leave work and retire on his own terms.
Too many people think that their financial destiny is set and can’t be changed. Find out how a planning mindset improves wealth and security.
From retirement boredom to too much to do, here are the top 9 surprises when you stop working. Plus, 14 ways to overcome the challenges.
Create a flexible retirement budget worksheet with Boldin. Compare tools, track retirement expenses, and build your plan with confidence.
Explore if you can retire at 50! Discover essential steps, financial strategies, and lifestyle tips for early financial freedom.
Retirement in 10 years? Here are the top 15 things people retiring now wish they’d done earlier.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
