Retirement Planning
Retirement Planning Guide: 8 Steps to a Better Future
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 secure futur…
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Retirement Planning
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Please check your inbox now for a verification email. This will confirm your subscription. If it is not in your inbox, check your spam or promotions folder and…
Podcast
Podcast: Annie Duke — Thinking in Bets — Poker, Decision Making and Behavioral Finance
Episode 18 of the Boldin podcast is an interview with Annie Duke — a best selling author, public speaker and former world champion poker professional. We discus…
Podcast
Podcast: Nate Lawrie from Yale All American to NFL Grinder to Entrepreneur
Nate Lawrie was an All American at Yale and then played professional football for 8 years. After retirement from the NFL, he reinvented himself as an entreprene…
Retirement Planning
Say Hello to PlannerPlus Print Report and Download Data: Look at Your Retirement Plan in a New Way!
We at Boldin are happy to announce delivery of some of the most requested retirement planning features: a printable report and downloadable data. PlannerPlus su…
Retirement Planning
Financial Anxiety Skyrockets: Why You Are Worried Even if You Have Saved More than the $14,500 Median
Is the retirement crisis real? Whether or not you yourself are suffering, financial anxiety is acutely felt by many Americans. Research from the Employee Benef…
Retirement Jobs
Are You Unhappy at Work? Is Retirement the Right Answer?
Job satisfaction in the United States has been falling since the late 1980s. Across all economic and age levels, around 50 percent of all American workers are…
Retirement Planning
How to Prepare for these 7 Terrible Things Will Likely Happen in Your Retirement
There are a lot of things that can potentially go wrong in retirement. Stocks could fall, inflation could skyrocket, high tides might flood your beach side ret…
Budgeting & Spending
3 Easy Ways to Achieve Your 2018 Financial Resolutions: It’s Not Too Late!
According to a report by NerdWallet, in 2018 84% of people made financial resolutions. If you are among these planners, but haven’t quite achieved your goals,…
Podcast
Podcast: Penny Hoarder Founder on Mission-Based Work, the Gig Economy and Entrepreneurial Success
Episode 15 of the Boldin podcast is an interview with Kyle Taylor — founder of The Penny Hoarder — the fastest-growing private media company in the U.S. for the…
Budgeting & Spending
The First Lifelong Victims of the Income Gap Are Retiring and Bankruptcy Rates Are Skyrocketing
If you made it into the ranks of high income earners, you are probably going to be okay in retirement. If you are part of the working class, the news is not as…
Retirement Planning
Overcome These 12 Big Financial Planning Mistakes
Very few people are experts at managing their finances, planning retirement, building wealth, and ensuring a secure future. Effective money management is often…
Podcast
Podcast: Fritz Gilbert and His Fat FIRE Approach to Retirement
Episode 13 of the Boldin podcast is an interview with Fritz Gilbert — founder of The Retirement Manifesto. Fritz discusses a “Fat FIRE” approach to retirement.…
Retirement Planning
Financial Freedom: What It Really Is and 14 Tips for Achieving It
Financial freedom. It sounds good. But what is it really? Is it freedom to buy new shoes on a whim? Splurge on fresh strawberries? Buy tickets to the Superbowl?…
Podcast
Podcast: Early Retirement Insights from a Former DEA Agent, Bruce Goldberg
Episode 12 of the Boldin podcast is an interview with Bruce Goldberg. Get the fascinating inside scoop on the real life of a former drug enforcement agent and h…
Retirement Planning
Note from the Founder: Hacking Retirement
Last month I went wake surfing in the freezing waters of Lake Tahoe. The good news? Unlike the first few times I tried it, this time I succeeded! I got up and r…
Retirement Planning
Now Available: 7 Big Powerful New Features in the Boldin Retirement Planner
We have announced this before, but it is true again: the Boldin Retirement Planner is now better than ever. We are VERY excited to announce the availability of…
Podcast
Podcast: Mary Beth Franklin on Avoiding Big Social Security Claiming Mistakes
Episode 10 of the Boldin podcast is an interview with Mary Beth Franklin. Mary Beth is a nationally recognized expert in Social Security claiming strategies.…
Podcast
Podcast: Ben Carlson Shares the Wealth (of Common Sense)
Episode 9 of the Boldin podcast is an interview with Ben Carlson — the author of A Wealth of Common Sense (both the book and the blog). Ben discusses his perspe…
Podcast
Podcast: Chris Mamula on Retirement Early and the Pitfalls to Avoid
Episode 8 of the Boldin podcast is an interview with Chris Mamula — a “Financial Independence Retirement Early” (FIRE) proponent and writer for both Can I Retir…
Podcast
Podcast: PhD on FIRE: Safe Draw Down Rates with Karsten Jeske aka BigERN
Episode 6 of the Boldin podcast is an interview with Karsten Jeske (also known as Big ERN). Steve and Karsten discuss Karsten’s mega financial background and h…
Retirement Planning
Nudge Yourself into Retirement for the Best Years of Your Life!
Beeeep beeeep beeeep… Ugh. The alarm clock. It’s Monday morning and… You are dreading the work week, but you aren’t yet sure you financially prepared to retire.…
Retirement Planning
Note from the Founder: The Why Behind NewRetirement (now Boldin)
Over the past few years I’ve had the opportunity to get to know several people who have achieved financial independence or are on the path to it. People like JD…
Podcast
Boldin Podcast: Morgan Housel on How Millennials and a $30 Trillion Wealth Transfer May Change Our Future
Episode 4 is an interview with Morgan Housel, award winning writer and venture capitalist with the Collaborative Fund. Hosted by Steve Chen, founder of Boldin,…
