Retirement Savings and Investments

Podcast: Cullen Roche — Inflation Risks & Investing for Retirement

Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement

Great Financial Advice in 8 Words or Less

Financial advice is often complicated. However, it can be simplified. Browse wisdom for saving, investing, spending and living.

401k Plans Getting Better: Are They Reason Enough to Work Longer?

Retirement savings programs are improving and most Americans now want to save more. What is a good employer match? How does yours compare?

Are TIPS the Tips You Need with Inflation on the Rise?

Treasury Inflation-Protected Securities (TIPS) are touted as good investments for inflation protection. But, they have significant downsides. Explore the pros…

Best Asset Allocation at Different Ages

The best asset allocation strategy for you today? As you age? Is age the best way to determine investment strategy? Get answers.

What is a Donor-Advised Fund?

Learn about donor-advised funds and the significant tax advantages they offer. Explore the downsides to this charitable giving strategy as well.

401(k) Fees: Get to Know What You Pay and Reduce the Expense

Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.

Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans

Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group

5 Ways to Save for Retirement on a Limited Income

Planning for retirement isn’t a luxury that only the wealthy can afford. In fact, the less we earn the more important our retirement savings becomes to our futu…

Monte Carlo Simulations: A Sophisticated Way to Predict Your Chance of Financial Success

Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.

Financial Wisdom from Jack Brennan, Former CEO of Vanguard

Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).

Charitable Giving in Retirement: 4 Questions to Ask

For many of us, the desire to engage in charitable giving — giving  to our family, communities or world — only grows as we age. And there may be good reason tha…

Podcast: Jack Brennan — Insights from the Former CEO of Vanguard

Episode 58 of the Boldin podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group

Inflation Risk: Should You Be Worried About Inflation and Your Retirement?

What is your inflation risk? (It just went up.) Here are 8 ways to protect your retirement finances from rising inflation. Read now…

How to Prepare for the Possible Upcoming Federal Tax Changes

Explore the proposed tax increases on the wealthy and find out what to do about it if you might be at risk of a higher tax burden.

Empty Nest? Why It’s a Great Time to Fill Up Your Retirement Nest Egg!

As you prepare for children to fly the coop, it is worthwhile to consider what type of empty nest parent you might be. Are you: Super proud that they are settin…

Pros and Cons of ETFs: Are Exchange Traded Funds a Good Retirement Investment?

Low-Risk Investments: 14 Ways to Make Money in a Low Interest Rate Environment

Low-risk investments with a high reward are out there—you just need to know where to look. When you are retired, or near retirement, it is generally a good idea…

Podcast: Brooke Southall — The Past, Present & Future of Wealth Management

Episode 53 of the Boldin podcast is an interview with Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past, present and futur…

Podcast: Ben Carlson — Everything You Need to Know About Saving For Retirement

Episode 52 of the Boldin podcast is an interview with Ben Carlson — Director of Institutional Asset Management at Ritholtz Wealth Management — and discusses whe…

What is a Self Directed IRA? Is it a Good Idea for Retirement Savings?

What Is a Self-Directed IRA? A Self Directed IRA is a type Individual Retirement Account (IRA)  that allows you to invest in a really wide variety of alternativ…

How a Biden Presidency Might Affect Your Retirement

Joe Biden is now President elect. There are several ways a Biden presidency might affect your retirement, including lower tax benefits on 401(k) accounts and mo…

What Are the Effects of Low Interest Rates on Your Retirement?

You may have seen the news: Interest rates in the United States are at historic lows. That sounds great. But is it really? What are the effects of low interest…

Podcast: Steve Vernon — Don’t Go Broke In Retirement

Episode 47 of the Boldin podcast is an interview with Steve Vernon — a writer and research scholar at the Stanford Center of Longevity — and discusses the Spend…