Planning
Podcast 96: How Not to Invest – Avoiding Big Money Mistakes with Barry Ritholtz
Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech’s role in finance, and how to build smarter portfolios.
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Long Term Care
The One Big Beautiful Bill Act (OBBBA) and Your Retirement
Explore 7 key provisions in (or consequences of) the One Big Beautiful Bill Act (OBBBA) — and what they could mean for your retirement.
Planning
Podcast 95: Flipping the Script with Geoff Schmidt from Holy Schmidt
Discover how Geoff Schmidt of Holy Schmidt went from Wall Street to YouTube to teach retirement, Social Security, and financial clarity.
Planning
Right Capital Alternatives: RightCapital vs. Boldin and Other Tools
Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options.
Planning
Real Life Planning: Can You Start Saving for Retirement at 50 (or Later) and Comfortably Retire at 62? (Yes!)
It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your ea…
Financial Wellness
Challenges of Financial Planning: 8 Reasons Why It’s So Hard and Also So Worth It
Worried you aren’t doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties.
Planning
Podcast 94: Millionaire Milestones – Building Wealth on Your Terms with Sam Dogen
Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset.
Financial Wellness
Uncommon Sense: 15 Financial Suggestions That Are Smarter than the Conventional Advice
Conventional “wisdom” is often flawed. Try these 15 financial suggestions for more wealth and financial peace of mind.
Financial Wellness
Thinking of Retiring and Worried You Aren’t Ready? It’s Time to Change Your Perspective
Thinking of retiring? A shift in perspective could be all you need to make it possible. Explore 14 tips to help you change your approach.
Planning
Podcast 93: Five Years Later – White Coat Wisdom with Dr. Jim Dahle
Steve Chen and Jim Dahle discuss investing philosophy, simplifying wealth, estate planning for kids five years after their first conversation.
Happy Retirement
8 of the Most Popular (and Inspiring) Reasons Why People Retire Young
Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.
Financial Advisors
Retirement Planning is Complex: Get a Set of Expert Eyes – a Coach or Advisor – on Your Future!
Craving reassurance? Explore Boldin’s live support options: from professional financial advice to classes and coaching sessions.
Financial Wellness
Money Mindfulness: 10 Ways to Reduce Stress and Improve Your Financial Success
More and more people are bringing mindfulness into their daily lives — but it’s not just about meditation or yoga. Money mindfulness is emerging as a powerful t…
Planning
Podcast 92: Making Sense of Social Security with Devin Carroll
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.
Planning
Simple Retirement Planning: An Easy 4 Step Framework for Getting to the Future You Want
Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.
Financial Wellness
Future Economic Possibilities: How You Can Prepare for Any Future Up or Downturn
Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.
Planning
Podcast 91: Tariffs, Markets & The Macro Story with Mike Himmelfarb
Steve Chen and Mike Himmelfarb unpack the sweeping impact on global markets, economic strategy, and personal finance.
Happy Retirement
Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)
Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.
Financial Wellness
Market Volatility: What Percentage of Boldin Users Feel Prepared? Plus, Critical Actions to Take in Uncertain Times (Prepared or Not)
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.
Financial Wellness
Trump’s Tariffs and Markets in Turmoil: Commentary and Advice from 12 Financial Gurus
Hear what 12 thought leaders have to say about Trump’s tariffs and the market turmoil. Get useful advice and insightful commentary.
Planning
A Quick Video Tour of the Boldin Planner (Get Started Series 1)
Get a quick video tour of the Boldin Planner. See how to set up your plan and discover opportunities to improve your future.
Happy Retirement
Am I Ready to Retire? 8 Unexpected Skills You Need for a Happy Secure Future
If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do ne…
Planning
How to Retire Like an Adult: An 11-Point Checklist for Responsible Freedom
To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure.
Planning
Podcast 90: Money, Mindfulness & Mastery with Leisa Peterson
Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.
