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Blog Your guide to financial planning and retirement
March 26, 2025 • 3 minutes
Welcome to episode 1 of Boldin’s Get Started Video Series, where we guide you step-by-step in building a clear, accurate financial plan. In this episode, Nancy from the Boldin team walks you through a full tour of the Boldin platform—designed to help you get comfortable, take control, and make smarter money moves with confidence.
Nancy breaks down each section of the Boldin Planner’s interface so you know exactly where to enter your financial data, how to interpret your retirement success score and net worth, and how to uncover insights that can boost your long-term outcomes.
From the Overview page and Summary tracker to Explorers, Scenario Manager, and the Insights Library—this video gives you a complete foundation to start planning like a pro. Whether you’re brand new to Boldin or just need a refresher, this video sets you up for success.
We are here to help.
✅ Navigating the Overview and Summary pages
✅ Entering your plan data (assets, income, expenses, milestones)
✅ Using the Digital Coach & Financial Wellness tools
✅ Accessing insights, charts, and Explorers
✅ Managing scenarios to compare your financial future
✅ Joining Boldin’s community and attending live classes
✅ Printing reports and downloading your plan
✅ Where to get coaching or advice if needed
00:00 Welcome
00:11 Touring the Overview + Retirement Success Score
00:23 Entering your plan in “My Plan”
00:37 Using the Summary and Milestones
00:56 Explore the Digital Coach & Financial Wellness tools
01:11 Dive into the Insights Library & Explorers
01:28 How to use Plan Reporter & download data
01:34 Managing your plan in Scenario Manager
01:42 Live and recorded learning in the Boldin Classroom
01:49 Resources inside the Boldin Help Center
01:55 Connecting with the Boldin Community
02:06 Getting expert support or advice
02:15 Stay updated via Release Notes
02:24 What’s coming next in the Get Started Series
The Boldin Planner is powerful software that puts you in control. It’s almost like having a financial expert at your fingertips. Research shows that people with a written financial plan do 2.7 times better financially. They’re also 54% more likely to live comfortably in retirement. That’s not luck, that’s taking control of your money. The Boldin Planner has been named the Best Financial Planning Software of 2025 and the company was selected as a Top Innovator in UpLink’s Prospering in Longevity Challenge and named to the FinTech 100 by CBInsights.
The tool is ideal for planning because it covers a comprehensive set of information relevant to retirement and lets you customize everything – including your own life expectancy.
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