Financial Wellness
Planning is the Missing Link to True Financial Security
The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs…
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Financial Wellness
The Financial Vortex: 5 Ways to Balance Competing Goals
Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.
Financial Wellness
Shocking Retirement Statistics: 13 Scary Facts, Explained
If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.
Happy Retirement
Radical Optimism: 7 Ways It Builds Wealth and Well-Being
Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and…
Financial Wellness
Better Financial Decisions: How to Hush the Noise
Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.
Retirement Planning
7 Ways You May Be Leaving Money on the Table When You Retire
A secure retirement is hard to achieve – especially if you are leaving money on the table. Here are 7 tips to increase wealth.
Retirement Planning
14 Myths About Becoming a Millionaire, Even in Retirement
For many, becoming a millionaire is a desirable (and useful) milestone. Here are 14 myths about millionaires and some tips for how to become one at any age.
Aging Well
Countdown to Retirement: 8 Ways to Thrive While You Wait
Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition.
Retirement Savings and Investments
7 Simple Tips for How to Invest for Retirement
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.
Retirement Planning
Boldin’s Retirement Rules: 18 Guidelines for Financial Security in this Crazy Modern World
Many ideas about retirement are out of date. Explore these 18 NEW retirement rules for a more secure future.
Financial Wellness
Today's Dollars vs. Future Dollars: What's the Difference?
Let’s face it, money can be confounding. You might think it’s “just math,” but the reality of personal finance is that there is never just one “right” answer. I…
Retirement Planning
Should I Retire? The Financial and Personal Signs It’s Time
Most are ready to retire when they can cover 25–30 years of spending, know what they’ll do, and aren’t pulled to work. Here’s how to know.
Financial Wellness
16 Retirement Numbers You Need to Know for a Secure Future
How to make sense of retirement planning? Here is your guide to 16 retirement numbers that could be important for a secure future.
Aging Well
How to Live a Long Life: 10 Habits of Happy and Healthy Aging
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?
Retirement Income
Podcast 80: Andrew Biggs on the “Retirement Crisis” (He Says There Isn’t One) and a Look at Social Security
Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.
Financial Wellness
Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress
Financial stress is real, but there are ways to address it. Here are 11 ways to “don’t worry, be happy…” about your money. No matter what is going on in the eco…
Value Your Time
Motivation for Retirement: What's Pulling You Forward?
Explore 8 most often cited motivations for leaping into retirement. A few of them might really surprise you.
Happy Retirement
Midlife Crisis and the U-Curve of Happiness
It’s easy to assume that financial confidence increases over time. You make more money as you get older after all. However, the opposite appears to be true. Rec…
Value Your Time
Financial Planning Myths: 18 Things People Get Wrong
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
Retirement Jobs
Keys to a Successful Retirement: The 3 Attributes of Financially Solvent Retirees
A recent study found 3 traits to help you achieve a successful retirement. Adopt these maxims to achieve a more secure future.
Value Your Time
Understanding How Concepts of Time Impact Your Financial Plans
In the realm of financial planning, numbers and calculations often take center stage, overshadowing the profound influence of time on our decisions. However, th…
Podcast
Podcast 79: Wealth & Wisdom with Robert Brokamp
Summary In this episode of the Boldin Podcast, Steve Chen interviews Robert Brokamp, a CERTIFIED FINANCIAL PLANNER™ professional and key figure at the Motley Fo…
Budgeting & Spending
Stagflation: What It Is and What to Do About It
First, before reading this article, know that there are solutions to every economic problem – at both the personal and macro economic level. So, even though the…
Retirement Planning
How the Wealthy Spend Money Differently from Everyone Else
How are the spending habits of the wealthy different from yours? Get insights into wealth accumulation and financial success.
