There is a lot to do as you near retirement. And, it goes beyond creating a robust financial plan. Money is only part of the equation.
Audit your spending to uncover patterns, cut waste, and align expenses with goals. Small adjustments will boost financial confidence.
The 4% rule is now the 4.7% rule, but safe withdrawal rates are no substitute for a holistic retirement plan.
Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding.
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
How many 401k rollovers per year can you do? Understand the one-per-year rule, direct rollovers, taxes, and smart timing with Boldin’s Savings Playbook.
The history of recent market downturns, lessons to be learned, and how to apply those lessons to your future plans.
Explore the role potential market risks play in planning your future, other risks, and how flexible sources of funding can protect your future.
Understand when you can withdraw from 401k without penalty, the ages that matter, the exceptions that apply, and smart sequencing that protects your plan.
Go beyond wealth. Measure your true financial health. Explore retirement, risk, cash flow, tax, and other financial metrics.
Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.
Investor behavior is costing them wealth. Learn how planning, discipline, and smart habits help you capture more returns.
Rebalancing investments resets your portfolio to its target mix by selling what’s grown and buying what’s fallen behind. Here’s how it works.
Discover the top financial aha moments! Have you experienced all of these insights? From spending and taxes to flexibility and confidence.
Informed older Americans are highly skeptical about alternative assets in a 401(k).
Retirement security is less a number and more a mindset. Flexibility can be the difference between surviving and thriving.
Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
