Retirement Income
The Two Roth 5-Year Rules, Explained for Early Retirees
Want to retire in your 50s and withdraw from savings? You need to understand the Roth 5 year rules to avoid penalties.
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Retirement Planning
Podcast 98: Retired, Not Done – How Scott Garrett Took Control of His Financial Future
Retired early, but not done. Scott Garrett shares how Boldin gave him the confidence to leave work and retire on his own terms.
Retirement Planning
Planning Mindset: The Secret to Financial Discipline
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.
Retirement Planning
Retirement Boredom: One of Many Unexpected Retirement Challenges
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.
Budgeting & Spending
Retirement Budget Worksheet: Your Step-by-Step Guide to Smarter Planning
Create a flexible retirement budget worksheet with Boldin. Compare tools, track retirement expenses, and build your plan with confidence.
Retirement Planning
Can I Retire at 50? Discover the Secrets to Financial Freedom Early
Explore if you can retire at 50! Discover essential steps, financial strategies, and lifestyle tips for early financial freedom.
Retirement Planning
Can I Retire at 55? Key Steps to Make Early Retirement Work
Can I retire at 55? It’s a common question for Americans seeking more freedom in their prime. Retiring five to ten years before traditional retirement age can o…
Planning
Written Plan Benefits: 10 Insights from Schwab and Vanguard
The secret to financial success? A written plan! Get valuable 10 insights that could change how you think about your future.
Retirement Planning
Podcast 97: Money, Marriage, & Raising Financially Fit Kids with Andy Hill
Steve Chen & Andy Hill discuss how to turn negative net worth into Coast FI, spark kids’ money talks & own your family time.
Retirement Planning
Financial Optimism: Are You Too Optimistic or Pessimistic?
Is your glass half full or half empty? Learn why financial optimism delivers better outcomes and how to develop a sunnier outlook and why optimistic realism is…
Retirement Savings and Investments
Boldin's Monte Carlo Score: What It Is and Why It Matters
Learn about everything that has changed (and why) in Boldin’s Monte Carlo analysis and your Chance of Retirement Success score.
Retirement Planning
Making Sense of Retirement, 122 Great Movies About Retirement, Aging and Living a Good Life: Updated List!
Click here for the best list of movies about retirement and aging. Updated 2019.
Retirement Planning
101 Things to Do in Retirement: Hobbies, Travel, & Activities
Hobby ideas, travel tips, and part-time work options to help retirees find purpose and meaningfully fill their days.
Retirement Planning
Compound Interest: Why Saving Early Builds Real Wealth
Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.
Planning
The 57 Best Personal Finance Podcasts and YouTube Channels
This is the ultimate list of the best personal finance podcasts and YouTube channels, compiled from people who know, Boldin users!
Planning
Forced Retirement? 6 Steps to Regain Control
Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 6 step plan.
Retirement Planning
Early Retirement Tips: 28 Strategies, Tricks, and Insider Info from People Who Left Work Behind
Get early retirement tips and tricks from people who successfully retired in their 40s and 50s and are thriving now.
Podcast
Podcast 96: How Not to Invest – Avoiding Big Money Mistakes with Barry Ritholtz
Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech’s role in finance, and how to build smarter portfolios.
Retirement Planning
RightCapital Alternatives: How Boldin and Others Compare
Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options.
Retirement Savings and Investments
Saving for Retirement at 50: Is It Too Late to Retire Comfortably at 62?
It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your ea…
Financial Wellness
Thinking of Retiring and Worried You Aren't Ready? Change Your Perspective
Thinking of retiring? A shift in perspective could be all you need to make it possible. Explore 14 tips to help you change your approach.
Value Your Time
8 Reasons People Retire Young, and What It Takes
Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.
Retirement Planning
Retirement Planning Coach or Advisor: Get Expert Eyes
Craving reassurance? Explore Boldin’s live support options: from professional financial advice to classes and coaching sessions.
Retirement Planning
How to Retire in 10 Years (Or less): 17 Things to Do Within 10 Years of Retirement
As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 17 things you need to do NOW for a secure future.
