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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.
Consider all the strategies for maximizing saving opportunities while you are working.
7 common financial secrets that quietly undermine goals — and how bringing them into the open leads to better decisions and more confidence.
A no-regret retirement isn’t about timing or a big bank account. Learn how to plan with clarity and confidence for the life you want.
Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.
David Bach joins Steve Chen to discuss The Automatic Millionaire, his IRA Flat Tax idea, RMD delays, retirement spending, and AI in financial planning.
Here are 4 mindset shifts for overcoming the mental blocks that might be preventing you from retirement planning progress.
What’s the key to feeling great about your retirement? The power of planning. Explore the wisdom of great minds for a fresh perspective.
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?
Discover Boldin’s editor’s favorite retirement planning articles from 2025—insights on money, mindset, purpose, and living well.
These are Boldin’s 15 most-clicked articles, covering retirement planning topics like taxes, timing, investing, and more.
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.
Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework.
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
Use this retirement checklist of 28 wise things to do before each year’s end to set yourself up for a great 2025 and a secure future.
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Have financial holes in your retirement plan (like not enough savings or unknown risks)? See if you should use home equity to fill them.
Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more…
Explore 20 scenarios to try with the Boldin Retirement Planner. These will increase your planning know-how and build your financial confidence.
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances.
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.
Retirement fears are real and deeply felt, but planning reduces the worry as shown by a poll of 1,000+ people who are approaching retirement.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
