Happy Retirement
The Odyssey Plan: Design 3 Futures Before You Retire
The Odyssey Plan helps you explore bigger possibilities, test tradeoffs, and choose with real confidence.
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Retirement Planning
Best States to Retire in 2026: Where the Rankings Agree
Wyoming ranks in the top five of four major retirement rankings. See which states the lists agree on, where they split, and why.
Retirement Savings and Investments
Roth 401k Limits for 2026: Contribution and Catch-Up Rules
The 2026 Roth 401k limit is $24,500, plus catch-up for age 50 and up. See the new rules, including who has to use Roth for catch-up starting this year.
Retirement Planning
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.
Retirement Planning
Creating a Retirement Plan: 19 Reasons to Build Your Own
What can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to a secure future.
Retirement Planning
Understanding How Concepts of Time Impact Your Financial Plans
Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.
Retirement Planning
Write a Retirement Manifesto for the Life You Want
The transition to retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by…
Family and Relationships
Talking About Retirement With Your Spouse: 10 Conversations to Have Before You Retire
Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money.
Retirement Planning
Podcast 107: What Happens Next for CalSavers? With Fiona Ma & David Teykaerts
CA State Treasurer Fiona Ma and CalSavers Director David Teykaerts break down how the state is improving retirement access.
Retirement Planning
Boost Retirement Savings: 12 Ways While You're Working
Consider all the strategies for maximizing saving opportunities while you are working.
Lifestyle
7 Dirty Financial Secrets People Keep from Spouses
7 common financial secrets that quietly undermine goals — and how bringing them into the open leads to better decisions and more confidence.
Retirement Planning
The No-Regret Retirement: 16 Ways to Plan for a Life of Freedom and 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.
Retirement Planning
Mandatory Retirement Age: Pros, Cons, and Planning Gaps
Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.
Retirement Planning
Podcast 106: The Automatic Millionaire in an Automated World with David Bach
David Bach joins Steve Chen to discuss The Automatic Millionaire, his IRA Flat Tax idea, RMD delays, retirement spending, and AI in financial planning.
Retirement Planning
The 4 Mindset Shifts That Unlock Retirement Planning Progress
Here are 4 mindset shifts for overcoming the mental blocks that might be preventing you from retirement planning progress.
Retirement Planning
The Power of Planning: What Great Minds Say
What’s the key to feeling great about your retirement? The power of planning. Explore the wisdom of great minds for a fresh perspective.
Retirement Planning
Our Editor's Favorite Retirement Planning Articles of 2025
Discover Boldin’s editor’s favorite retirement planning articles from 2025—insights on money, mindset, purpose, and living well.
Planning
Tips, Lists, and Tricks: Boldin’s 15 Most Clicked Articles in 2025
These are Boldin’s 15 most-clicked articles, covering retirement planning topics like taxes, timing, investing, and more.
Financial Wellness
Best Books for a Retirement Gift: Financial Peace of Mind
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.
Retirement Planning
Podcast 105: You Can Afford Anything, but Not Everything with Paula Pant
Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework.
Retirement Planning
Real Life Retirement Lessons from Unexpected Journeys
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.
Planning
Year-End Financial Planning: 6 Insights from 1,000 Users
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.
Retirement Planning
Financial Worry: How It Tricks You and What to Do Instead
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
Retirement Planning
Year-End Retirement Checklist: Prepare for 2026
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.
