Episode 48 of the Boldin podcast is an interview with JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how of Financial Independence as well as Collins’ book, “The Simple Path to Wealth”.…
To say that Social Security and Medicare are important to the financial well being of seniors would be an understatement. Sixty-two percent of eligible benefici…
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…
Age is just a number. In fact, even the word “old” means less and less these days as many of us stay healthy and active well past the traditional retirement ag…
The Ulysses Strategy (Ulysses is the Latin name for Odysseus) is a method financial planners developed to keep savers and investors from listening to the sirens…
A study from a team of researchers at Oregon State University shows that the longer you wait to retire, the longer you will likely live. So if you are planning…
If you are worried about paying for retirement, it is worth evaluating the pros and cons of annuities. The Big Takeaways… Annuities are a great way to provide…
When most people think about financial and retirement planning, feelings of stress, worry, and anxiety rise in our throats. This stress — while unpleasant — exi…
If you are in the countdown to retirement – marking the days until you can launch into the next stage of your life – this checklist is for you. In the past, ma…
Episode 46 of the Boldin podcast is an interview with Jerry Patterson — Principal Financial’s senior vice president of workplace savings and retirement solution…
We have a lot of choices about where to invest our money, both before and after retirement. Some options are clearly bad investments. Others seem like a good b…
ADVERTORIAL Financial planning is probably not on your top ten list for how to spend your time. However, getting your hands around your finances and planning a…
Episode 45 of the Boldin podcast is an interview with Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and dis…
Episode 44 of the Boldin podcast is an interview with Morgan Housel — a writer, former columnist at The Motley Fool and the Wall Street Journal, and a partner a…
Conclusion: Future Value Calculator That Plans Real Life A future value calculator turns guesses into grounded projections. You input contributions, rate of ret…
Episode 43 of the Boldin podcast is an interview with Christine Benz — author and Morningstar’s director of personal finance — and discusses the big financial a…
Reverse mortgages actually have 4 big benefits, all helping you with retirement! How to Get the Best Reverse Mortgage Loan Amount Getting a mortgage is one of t…
Retirement withdrawals strategy becomes important to consider as you age. You’ve spent your entire working career saving and investing for retirement. Now it’s…
What happens to your debt when you die? It’s possible that an individual can have so much debt after they die that it will wipe out the assets that they’d hope…
When approaching retirement, it’s common for people to start thinking about legacy planning: how they’ll be remembered and what they’ll leave behind. In most ca…
Pensions have pretty much gone away. We spend 20 to 30 years in retirement. And Social Security covers only a fraction of our retirement expenses. This means…
How often have you met with your financial planner? Never? Many people are afraid of contacting a financial planning professional sometimes because they don’t t…
Before retirement, life has a predictable routine. Work takes priority, and oftentimes everything else is scheduled around it. From laundry to mowing the lawn,…
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