Budgeting & Spending
What to Do About Inflation? How Are People Adjusting Retirement Plans in the Face of Rising Costs?
Is doing nothing a sane response to inflation today? For some, absolutely. Others need to take action. Explore your options.
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Podcast
Podcast: David Blanchett — Guaranteed Income in Retirement
Steve and David discuss retirement income and go over some listener questions
Retirement Planning
How to Retire Like a European Socialist (and Why You Might Want to)
Europe has 7 of the 10 best places to be retired. Why do they rank highly? How can you emulate them for a secure retirement in the U.S.?
Earning
Podcast: Mike Piper — Social Security and Tax-Efficient Retirement Planning
Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.
Podcast
Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans
Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group
Retirement Planning
Retirement Financial Planning: 5 Ways to Fix Your Retirement Financials
Three in four middle-class Americans will eventually run out of money during retirement, research shows. And when nursing home and home health care costs are fa…
Retirement Planning
How to Plan Your Retirement: Financial Planning for the Future You Want
It doesn’t matter if you’re just starting out or getting a late start with financial planning for retirement. All of it can look confusing before you have a pla…
Planning
Announcing a New Boldin Logo to Better Reflect Our Commitment to Personalized Planning
Our new logo reflects our mission to help you achieve financial clarity and create a personalized path to the future that you want.
Podcast
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
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…
Planning
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…
Financial Wellness
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
Retirement Planning
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…
Retirement Planning
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.
Family and Relationships
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…
Podcast
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.
Aging Well
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
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.
Budgeting & Spending
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…
Financial Wellness
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…
Retirement Planning
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…
Podcast
Podcast: Ben Carlson — Everything You Need to Know About Saving For Retirement
Episode 52 of the Boldin podcast is an interview with Ben Carlson — Director of Institutional Asset Management at Ritholtz Wealth Management — and discusses whe…
Housing and Home Equity
Podcast: Melissa Fredette — Financial Independence via Real Estate
Steve: Welcome to The Boldin Podcast. Today we will be talking with Melissa Fredette, the former president of postgraduate programs at Hult Internatio…
Financial Wellness
Bad News that Will Be Really Good Economic News in Today’s Topsy Turvy Times
As you look for signs of recovery from the economic turmoil of the pandemic, you’ll want to keep your eye on a few economic indicators that are usually seen as…
