Financial Planning Blog & Retirement Resources

Podcast 97: Money, Marriage, & Raising Financially Fit Kids with Andy Hill

Steve Chen & Andy Hill discuss how to turn negative net worth into Coast FI, spark kids’ money talks & own your family time.

Financial Optimism: Are You Too Optimistic—or Too Pessimistic—About Your Financial Future?

Is your glass half full or half empty? Learn why financial optimism delivers better outcomes and how to develop a sunnier outlook and why optimistic realism is…

Longevity Annuities: One Way to Insure Your Worst Fears Don’t Come True

Find out if longevity annuities can alleviate your biggest retirement anxieties. Can they offer you the peace of mind you seek?

Understanding Boldin’s Monte Carlo Simulation: What It Is, Why It Matters, and What’s New

Learn about everything that has changed (and why) in Boldin’s Monte Carlo analysis and your Chance of Retirement Success score.

Making Sense of Retirement, 122 Great Movies About Retirement, Aging and Living a Good Life: Updated List!

Click here for the best list of movies about retirement and aging. Updated 2019.

How to Find a Good Financial Advisor: What to Ask First

About 12% of financial advisors carry a disclosure on their public record. Here’s how to check credentials and vet one before you hire them.

Want to Avoid the IRMAA? Consider a Roth Conversion

What “Die With Zero” Can Teach You About Living (and Retiring) with Purpose and Joy

Die with Zero is a call to live fully. Explore the core ideas and see 8 steps to a retirement plan that leaves nothing on the table.

Boldin Advisors Achieves National Registration from the SEC, Expanding Access to Tech-Enabled Fee-Only Planning

SEC registration for Boldin Advisors means increased access, more choice, and continuation of the highest standards of guidance from CFP® professionals.

101 Things to Do in Retirement: Hobbies, Travel, & Activities

Hobby ideas, travel tips, and part-time work options to help retirees find purpose and meaningfully fill their days.

104 Retirement Quotes: Funny, Short, and Inspirational

A selection of the best retirement quotes, from funny one-liners to short sayings for cards, speeches, and parties.

6 Tips for How to Manage Money for Happiness

Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.

PlannerPlus Price Is Increasing July 14 — For New Subscribers Only

Due to rising costs, the price of PlannerPlus is increasing to $144 for new users. Existing subscribers are locked in at their existing price.

Average Retirement Income: Most Retirees Live on $56,680

See how $56,680 breaks down by age, state, gender, and income source — and whether your retirement income is on track.

The Top 8 Reasons Why People Work in Retirement (4 Have Absolutely Nothing to Do with Money)

Planning retirement? This list might inspire you to include post retirement work. Already retired? You might be choose to return to work.

Compound Interest and Saving as Much as You Can as Early as You Can: Magical Secrets to Building Real Wealth

Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.

Analysis Paralysis: When Too Much Planning Gets in the Way of Retiring

Planning is valuable, but it isn’t the goal itself. Discover 3 ways to get unstuck if you think you suffer from retirement analysis paralysis.

Your Future Net Worth is Much Higher than You Think (Assuming an Expanded Definition of Net Worth)

You’re worth hundreds of thousands more than your net worth calculations suggest, really! (Assuming an expanded definition of net worth…)

The 57 Best Personal Finance Podcasts and YouTube Channels 

This is the ultimate list of the best personal finance podcasts and YouTube channels, compiled from people who know, Boldin users!

Nobel Prize Winner Robert Merton on Why Retirement Income is More Important than Retirement Savings

Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future.

Forced Retirement? 6 Easy Steps to Regain Control and Secure Your Future

Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 6 step plan.

The 401(k) Mistake That Could Cost You Millions in Retirement Savings

How to Retire Early? A 30 Step Checklist for Gaining Financial Freedom

How to retire early? Get this 30-step checklist—covering everything from how much you need to how to be ready emotionally.

Boldin Users Show Striking Financial Confidence, Far Outpacing National Averages

Testimonials and a recent survey of Boldin users show how retirement planning increases financial confidence and can trigger earlier retirements.