Financial Planning Blog & Retirement Resources

Podcast: Taylor Schulte — Stay Wealthy

Steve and Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — discuss tax and legacy planning, as well as what are and ho…

Podcast: Joe Saul-Sehy, founder of Stacking Benjamins

Episode 59 of the Boldin podcast is an interview with Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and community — and discusses Joe’s story, w…

Charitable Giving in Retirement: 4 Questions to Ask

For many of us, the desire to engage in charitable giving — giving  to our family, communities or world — only grows as we age. And there may be good reason tha…

When Can I Retire?

When can I retire? It’s a question you probably ask weekly or monthly, if not daily. The problem is that there is no one “right” answer. There are a variety of…

Podcast: Jack Brennan — Insights from the Former CEO of Vanguard

Episode 58 of the Boldin podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group

Inflation Risk: Should You Be Worried About Inflation and Your Retirement?

What is your inflation risk? (It just went up.) Here are 8 ways to protect your retirement finances from rising inflation. Read now…

How to Prepare for the Possible Upcoming Federal Tax Changes

Explore the proposed tax increases on the wealthy and find out what to do about it if you might be at risk of a higher tax burden.

The Retirement Calculator for Married Couples

Retirement planning is complicated. Retirement planning when you are married – or part of any kind of committed couple – is doubly complicated. If you are marri…

Empty Nest? Why It’s a Great Time to Fill Up Your Retirement Nest Egg!

As you prepare for children to fly the coop, it is worthwhile to consider what type of empty nest parent you might be. Are you: Super proud that they are settin…

$1 million? $500,000? The importance of your retirement ‘number’ — at any age

Podcast: Peter Leyden — A Vision of the Future from 2020 to 2050

Peter and Steve discuss what the next 30 years might bring us and how that could impact our lives and the lives of future generations.

Reverse Mortgages and Repairs to Your Home: What You Need to Know

One of the biggest draws for reverse mortgages is their ability to help older adults remain in their homes, while also providing them with some additional cash…

What Are the Best Retirement Forums and Early Retirement Forums?

Online retirement forums are great options for discussing money and getting answers to financial planning questions.

Retired Athletes: 20 Valuable Lessons from their Financial Victories and Agonizing Defeats

Retired athletes too often face financial ruin. According to authoritative reporting by Sports Illustrated, approximately 78 percent of NFL players either go ba…

Podcast: Roger Whitney — Agile Retirement Management

Steve and Roger discuss an agile process to truly rock retirement, not just survive it. Make the most of this period of life.

Hotels, Cruises and Communes! Unexpected Ways to Afford a Little Help as You Age

Updated May 2025

Social Security Leveling: What is It? Is it Better than a Traditional Pension Payout Option?

Podcast: Paula Pant — You can Afford Anything but not Everything

Episode 54 of the Boldin podcast is an interview with Paula Pant, the Founder of Afford Anything, a personal finance site, and host of the Afford Anything Podca…

24 of the Best Ways to Spend Your Stimulus Check

Depending on your income (not your assets), you may be receiving a stimulus check of somewhere between $1,400 and $2,800. How are people putting this money to u…

Should You Tell Family or Heirs About Your Decision to Get a Reverse Mortgage?

The only people you NEED to tell about your decision to get a reverse mortgage are those who are living in your home with you. However, there are many benefits…

The 22 Most Foolish Financial Decisions Ever Made

Recently online, individual Boldin subscribers were discussing the most foolish financial decisions they had ever made. The conversations were interesting in th…

Pros and Cons of ETFs: Are Exchange Traded Funds a Good Retirement Investment?

Does Your Retirement Need a Plan B?

Life is full of the unexpected. And if you are a retiree, or soon-to-be retiree, you are probably looking for a backup plan to insure you won’t run out of money…

Note from the Founder: Boldin Pricing Update

This post is about a price increase taking effect on Tuesday, March 2, 2021, why we’re making the price change and our vision going forward.  (NOTE: If you are…