Retirement Planning

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.

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Podcast 85: Living with Intention, Insights from Christine Benz on Retirement Success

Listen to Steve Chen and Christine Benz discuss her new book, “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable insights.

December 5, 2024
average net worth by age

Average Net Worth by Age

We’ll argue that average net worth is a meaningless benchmark. However, we will concede that it can be very interesting.

November 27, 2024

Your Year End Retirement Checklist: Put 2024 Behind You and Prepare for a Great 2025 and Beyond

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.

November 14, 2024
presidential election and your retirement

The Election is Over: Should You Think Any Differently About Your Retirement Plans?

President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.

November 7, 2024
Ted Talks on Retirement and Aging

The 24 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future

Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.

October 31, 2024
missing financial link

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 a written financial plan.

October 24, 2024
financial vortex

Surviving the Financial Vortex: 5 Ways to Find Calm in the Swirl of Competing Financial Priorities

Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.

October 24, 2024
what scares you about retirement

Trick or Treat? 13 Terribly Frightening (Or Not, if You Are Prepared) Retirement Facts

If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.

October 24, 2024

Radical Optimism as a Financial Strategy: 7 Ways to Optimize for Greater 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 well-being.

October 17, 2024

Shhhh: Hush Noise (It’s Different than Bias) for Better Financial Decision Making

Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.

October 3, 2024
leaving money on the table

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.

October 3, 2024

14 Myths About Becoming a Millionaire (Including that It Isn’t Too Late Even After 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.

September 26, 2024
retiring before 62 early retirement insurance

Retiring at 62 or Before? 9 Ways to Cover Your Health Costs for an Early Retirement

Health costs before age 65 when you qualify for Medicare are expensive. Here are 9 ways to make early retirement insurance more affordable.

September 26, 2024
transition to retirement

The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane

Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…

September 26, 2024

Counting Down the Days to Retirement? 8 Ideas for How to Thrive as You Wait for the Big Day

Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition.

September 18, 2024

Can You Do Better than Average on a Quiz of Your Retirement Financial Literacy?

The average that people got right was a mere 30 percent. How will you score on this quiz of retirement financial literacy? Find out now!

September 18, 2024
how to save more money

How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings

Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!

September 18, 2024

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.

August 27, 2024
retirement expenses

10 Major Retirement Costs Overlooked by a Many Americans

Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You’ll be surprised by #1.

August 15, 2024
retire abroad

How to Retire Abroad: 12 Tips for Retirement Overseas

Have you always thought about living in another country? Learn how to more your dreams of living abroad closer to reality.

August 15, 2024
books about retirement and aging

Books About Personal Finance, Retirement Planning, Living in Retirement, Aging: Make the Most of Your Money and Time

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.

August 8, 2024
managing money in retirement

10 Tips for Planning to Manage Your Money in Retirement

In some ways managing money in retirement will be easier and in other ways it will be harder. Here are 10 tips for getting it right.

July 29, 2024
life after retirement

Hurry! Life After Retirement is Going to Be Great (Assuming You Are Truly Ready)

Run don’t walk toward life after retirement. Research says it will be the best time of your life. Explore 8 tips to get ready to retire now!

July 25, 2024
retirement surprises

18 Retirement Surprises: What Retirees Wish They Knew About Retirement BEFORE Retiring

Here are a 18 possible retirement surprises. Make a plan and be prepared. Though the biggest surprise might be that you’ll make it work no matter what.

July 18, 2024

Boldin Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.