Value Your Time
Plan Your Dreams: 11 Guidelines for a Life-First Plan
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Explore content
Retirement Planning
Want Reliable Retirement Income? Use the Spend Safely in Retirement Strategy
Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more…
Retirement Planning
20+ Eye-Opening Scenarios to Try with a Comprehensive Retirement Planning Tool!
Explore 20 scenarios to try with the Boldin Planner. These will increase your planning know-how and build your financial confidence.
Retirement Planning
Why Financial Planning is the Ultimate Marshmallow Test
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
Retirement Planning
Podcast 104: Money Confidence for Real Life with Katy Song
Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances.
Retirement Planning
How Much Do You Need for Retirement if You Will Live to Be 100?
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 Planning
Retirement Fears: Scarier Than a Dark Walk on Halloween?
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.
Happy Retirement
New Retirement Books: Lessons from 6 Late-2025 Releases
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.
Retirement Planning
Podcast 103: How Leslie & Thomas Used Boldin to Retire Early | Real Retirement Stories
Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years.
Social Security
Social Security and Wealth: Who Gains the Most
Discover how Social Security and wealth interact — and why the program plays a different role depending on your income and resources.
Retirement Planning
Podcast 102: How Andrea Retired Solo With Confidence | Real Retirement Stories
Discover how Andrea Solarz retired solo with confidence using Boldin, Social Security, and annuities to fund a life of purpose and travel.
Retirement Planning
Podcast 101: Caring for Parents, Planning for the Future with Beth Pinsker
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity.
Retirement Planning
Quotes from John Wooden: 8 Lessons for Your Retirement
Through quotes from John Wooden, learn how consistency, patience, and focusing on what you can control build a more secure financial future.
Retirement Planning
The Nearing Retirement Checklist: 19 Things You Need to Do Just Before and After You Retire
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.
Retirement Income
The 4.7% Rule: Why Bengen Raised His Safe Withdrawal Rate
The 4% rule is now the 4.7% rule, but safe withdrawal rates are no substitute for a holistic retirement plan.
Retirement Planning
Podcast 100! Introducing Real Retirement Stories: Meet Mark Eakle
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.
Retirement Savings and Investments
Market Risks: How to Plan for Them in Retirement
Explore the role potential market risks play in planning your future, other risks, and how flexible sources of funding can protect your future.
Happy Retirement
8 Aha Moments from Boldin Users Who Wrote a Plan
Discover the top financial aha moments! Have you experienced all of these insights? From spending and taxes to flexibility and confidence.
Retirement Savings and Investments
Alternative Assets in Your 401(k): What Investors Think
Informed older Americans are highly skeptical about alternative assets in a 401(k).
Retirement Planning
Flexible Planning: 10 Strategies to Build a Resilient Future
Retirement security is less a number and more a mindset. Flexibility can be the difference between surviving and thriving.
Retirement Planning
Podcast 99: What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud
Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off.
Your Career
Should I Invest in 401k or Roth IRA?
Should I invest in 401k or Roth IRA? Learn how to decide based on taxes, income, and retirement goals, with examples and guidance.
Planning
Boldin Made the 2025 Inc. 5000 List
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning.
Retirement Planning
Financial Motivation: How It Shapes Your Decisions
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
