Retirement Savings and Investments
What is the Volatility Index? What Does it Say About the Economy in 2025 and Future of the Markets?
What can the volatility index tell you about the future of the stock market and your own financial security?
Explore content
Financial Wellness
7+ Powerful Actions Taken (and Not Taken) by Boldin Users During the Week of Tariff Turmoil
Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.
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.
Retirement Savings and Investments
A Brief History of U.S. Tariffs and Their Economic Impact
Explore the history of U.S. tariffs and the impact they have had on the economy to help understand what is happening now.
Planning
Strong Engagement & High Confidence: What Boldin’s Survey of Users Reveals About Strategizing Roth Conversions
Roth conversions are a powerful tax planning strategy, but how do retirement savers actually use them? A recent survey of Boldin subscribers reveals that users…
Financial Wellness
Stock Market Corrections, Crashes, and Bear & Secular Bear Markets: The Differences and How to Handle for Long Term Financial Health
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.
Financial Wellness
28 Retirement Investing Tips from Today’s Financial Geniuses
Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.
Retirement Savings and Investments
8 Investing Trends Across Generations: What’s Normal for Your Age Group?
Understanding investment trends can help you refine your own strategy and stay ahead in the ever-evolving world of investing. Are you keeping up?
Earning
Financial Success: What Each Generation Thinks It Takes to Be Wealthy (and How Far Off They Are from Reality)
What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what’s needed to get by.
Planning
Economic Indicators: 22 Data Points to Consider as You Try to Predict the Future
No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in fina…
Budgeting & Spending
16 Ways to Stop Wasting Money and Save More for Retirement (Like $100,000 More)
It’s easy to overlook dumb spending, pay hidden fees, or get scammed. Avoid the most common ways people waste money and save more for your retirement.
Budgeting & Spending
What is the Debt Ceiling Crisis and 8 Ways to Prepare for Possible Fallout
Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.
Financial Wellness
Inherited IRAs? Here is Your Guide to Strategizing Required Withdrawals from Your Account
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.
Financial Wellness
The Savings Playbook, a Logical and Meaningful Way to Prioritize Where You Save Money
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.
Financial Advisors
Can an Investment Policy Statement Make You 5 Times Wealthier?
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now…
Financial Wellness
How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings
Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!
Retirement Savings and Investments
How Making a Qualified Charitable Distribution (QCD) Can Save You Tax Money
QCDs are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises.
Retirement Income
How to Decide the Order of Accounts for Retirement Withdrawals: Traditional vs. Other Options
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices.
Retirement Income
Retirement Withdrawal Rate: How to Make Sure Your Savings Last as Long as You Need Them to
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals.
Retirement Planning
7 Simple Tips for How to Invest for Retirement
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.
Podcast
Podcast 82: Exploring the Changing World of Alternative Investments with Ryan VanGorder
This conversation with Ryan VanGorder covers alternative investments, private markets, diversification, and the evolving nature of liquidity.
Earning
How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness
If there ever was a million dollar question, it just might be: “how much is enough?” (Although, maybe in your case it would be a $50,000, $200,000, $500,000, $5…
Retirement Savings and Investments
Solo 401k: Massive Savings Opportunities for the Self-Employed
The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.
