Retirement Savings and Investments

Podcast: Glen Nakamoto — Building a Retirement Paycheck

Episode 41 of the Boldin podcast is an interview with Glen Nakamoto — retired cyber security analyst and financial planning enthusiast. They discuss how Glen bu…

How to Rollover Your 401(k) When You Retire or Leave a Job

Explore the pros and cons of rollovers and find out how to rollover your 401(k) when you retire or leave a job. It’s a big financial decision. Get it right!

Podcast: COVID-19 Special Episode – Effect on Commercial Real Estate

Steve Chen, Chris Tokarski, and Kurt Altvater discuss the Coronavirus and COVID-19’s impact on commercial real estate, credit markets and lenders in the on-goin…

Podcast: David Stein — Money for the Rest of Us

Episode 36 of the Boldin podcast is an interview with David Stein — a former institutional money manager and current world-class podcaster with 12 million downl…

Podcast: Brian Bollinger — Simply Safe Dividends

Episode 29 of the Boldin podcast is an interview with Brian Bollinger, an entrepreneur and founder of Simply Safe Dividends — a company dedicated to dividend in…

Charitable Giving in Retirement: 4 Questions to Ask

How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness

Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.

Passive Investing: 6 Advantages to the Hands-Off Approach

Learn about passive investing and explore why the approach is more cost efficient and produces better outcomes than active management.

The Best Retirement Investments: 10 Important Ways to Invest that Are NOT Financial

Investing in yourself doesn’t need to involve money. In fact, many of the best retirement investments do not involve greenbacks at all. Instead, they are invest…

Podcast 79: Wealth & Wisdom with Robert Brokamp

Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.

John C. Bogle's Legacy for Retirement Planning

John Bogle died on Wednesday. He was the founder of the Vanguard Mutual Fund group. However, his real legacy is not in how he built a $4.9 trillion investment c…

Podcast: White Coat Investor Dr. Jim Dahle – Top Retirement Lessons

Episode 21 of the Boldin podcast is an interview with Dr. Jim Dahle — a hockey playing emergency room doctor based in Salt Lake City Utah who runs White Coat In…

How to Fund College Education When You Are Trying to Retire

College costs can feel overwhelming — especially if you are trying to retire sometime soon (or even just save for a future retirement). How to fund college educ…

Drip or Draw: What to Do with Stock Dividends in Retirement?

Stocks that pay dividends can be enormously appealing to retirees.  But what to do with those dividends can be confusing.  Should you participate in a Dividend…

Podcast: Michael Batnick on Big Mistakes and Finding Your Calling

Episode 16 of the Boldin podcast is an interview with Michael Batnick — Director of Research at Ritholtz Wealth Management LLC and author of Big Mistakes. We di…

Podcast: Legendary Investor Jim O’Shaughnessy on Active vs. Passive Investing

Episode 14 of the Boldin podcast is an interview with Jim O’Shaughnessy – founder of O’Shaughnessy Asset Management. We discuss the investing lessons he’s learn…

Podcast: Nobel Prize Winner Robert Merton on Fixing Retirement

Episode 11 of the Boldin podcast is an interview with Nobel Prize winner Robert Merton. Professor Robert Merton is a globally recognized economist and expert on…

Podcast: Financial Advice from Allan Roth – You Get What You DON’T Pay For

Episode 7 of the Boldin podcast is an interview with Allan Roth — a highly in demand, by-the-hour financial advisor with over 25 years of experience in the fiel…

Boldin Podcast: Investing Legend Bill Bernstein on the 5 Hurdles Between You and a Secure Retirement

Episode 5 is an interview with personal finance and investing legend Bill Bernstein. Steve and Bill discuss the hurdles between you and a secure retirement and…

Over 50? 12 Critical Tips to Protect Yourself from Financial Fraud and Identity Theft

Last week it was broadly reported that the credit reporting agency Equifax suffered a major cybersecurity breach that put us all at a greater risk of financial…

Americans Hold 58% of Investable Assets in Cash

Of all the tactics you can use to achieve a secure retirement, one of the easiest things you can do is to invest your money and earn returns on that investment.…

Best Retirement Advice from Retirees: 8 Tips from an 80 Year Old Who Has More Savings Now than When He First Retired

You get the best retirement advice from retirees who really know something! Retirement advice and how it is implemented can have a profound impact on your retir…

What is an IRA Account and Why You NEED One?

Planning for retirement is probably one of the most confusing jobs that you’ve ever taken on. There are so many choices to make, and so many so many questions t…