Financial Wellness
Podcast: DiverseFI and Regret Minimization Insights from Hospice Doctor, Doc G
Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.
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Financial Wellness
Worried About the Markets? Run Bear Market Scenarios with the Planner
Explore how to use the Planner to model bear market scenarios. See what might happen over the next year or two with your investments.
Financial Wellness
Financial Therapy: What is It and Why You Might Benefit from It
The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.
Financial Wellness
Net Worth Tracking: A Key Habit for a Wealthier and More Secure Future
Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.
Financial Wellness
6 Competing Retirement Investing Goals and How to Sort Them Out for Long-Term Wealth
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Financial Wellness
7 Ways to Tame Financial Stress for a Wealthier Future
Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!
Financial Wellness
Coping with Financial Crises: Wealth-Building Lessons from Recent History
Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.
Financial Wellness
How to Plan for Inflation in Your Long Term Financial Projections
Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.
Aging Well
For Real Retirement Security, Make a Plan for Everything that Could Possibly Go Wrong
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Financial Wellness
Podcast: The Financial Samurai – “Buy This, Not That: How To Spend Your Way To Wealth And Freedom”
Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle l…
Financial Wellness
The Psychology of Money: 9 Important Lessons for Financial Wellness in 2022
The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.
Financial Wellness
Winners and Losers with the Recent Interest Rate Hike
As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.
Financial Wellness
Don’t Panic and 4 Other Quick Reminders for an Economic Downturn
Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.
Financial Wellness
78% of People Aren’t Ready for Retirement: The Good News? Everyone Can Improve Their Financial Prospects
Worried you aren’t ready for retirement? You aren’t alone and the fixes aren’t too painful. Improve your financial prospects.
Financial Wellness
Great Financial Advice in 8 Words or Less
Financial advice is often complicated. However, it can be simplified. Browse wisdom for saving, investing, spending and living.
Budgeting & Spending
401(k) Fees: Get to Know What You Pay and Reduce the Expense
Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.
Financial Wellness
Monte Carlo Simulations: A Sophisticated Way to Predict Your Chance of Financial Success
Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.
Financial Wellness
Financial Wisdom from Jack Brennan, Former CEO of Vanguard
Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).
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
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…
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…
Financial Wellness
Podcast: Ashley Whillans — Time Smart
Episode 49 of the Boldin podcast is an interview with Ashley Whillans — assistant professor at Harvard Business School and author of Time Smart: How to Reclaim…
Financial Wellness
Podcast: JL Collins — The Simple Path to Wealth
Episode 48 of the Boldin podcast is an interview with JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how…
Financial Wellness
Podcast: Christine Benz — Morningstar & 25 Years of Personal Finance
Episode 43 of the Boldin podcast is an interview with Christine Benz — author and Morningstar’s director of personal finance — and discusses the big financial a…
