Happy Retirement
Retirement Reinvention: Hold Steady or Become a New You?
Retirement reinvention!?! Maybe you want nothing to change once you retire, or maybe you’re anxious for that next new phase and what it could bring. Retirement…
Financial Planning Blog & Retirement Resources
Reverse Mortgages
Retirement Planning: How to use Home Equity to Insure Your Retirement
We all worry about money and our financial future. And if you are approaching retirement, then your concerns are probably heightened. In today’s financial environment, few things are sure. In retirement, you require your existing assets to…
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Aging Well
12 Tips for a Healthy Retirement and Making the Most of Medicare
Medicare is a hugely popular program, providing health coverage to the vast majority of Americans over 65. Here are a few tricks for taking care of your health…
Podcast
Podcast: Todd Tresidder — The Leverage Equation — Maximize Your Money & Time
Episode 26 of the Boldin podcast is an interview with Todd Tresidder who is an author, former hedge fund manager and founder of FinancialMentor through which he…
Podcast
Podcast: Mark Miller — Key Considerations as You Approach Retirement
Episode 25 of the Boldin podcast is an interview with Mark Miller, a long time journalist, editor and founder of Retirement Revised. Mark is the former editor o…
Reverse Mortgages
The Truth About Home Ownership and Reverse Mortgages
In following up with consumers who have visited Boldin’s Reverse Mortgage Calculator, it seems that an alarming number of people have a mistaken impression abou…
Retirement Planning
Economic Indicators: Be Aware, But Why You Don’t Necessarily Need to Care
An economic indicator is information that can suggest what is going on in the economy — is the economy healthy, growing or headed for trouble? Sounds useful, ri…
Housing and Home Equity
Three Ways to Afford the Fastest Growing Retirement Destinations
If you’re one of the thousands of Americans approaching retirement, one of your top concerns is probably when to retire. But an accompanying question is where t…
Podcast
Podcast: Jonathan Mendonsa — Past, Present, & Future of Financial Independence
Episode 24 of the Boldin podcast is an interview with Jonathan Mendonsa where we cover the past, present, and future of the Financial Independence & FIRE moveme…
Financial Wellness
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.
Annuities
How to Compare Annuity Plans: Choosing the Right Annuity for You
Annuities can be a tricky purchase. You need to compare annuity plans to find the right option for you. But, there are many different products – fixed annuitie…
Podcast
Podcast: Michela Abrams — Planning for the Unexpected
Episode 23 of the Boldin podcast is an interview with Michela Abrams, the former CEO of Dwell Magazine. They discuss dealing with sudden life changes, planning…
Housing and Home Equity
55+ Communities: What Are Continuing Care Retirement Communities?
The decision to relocate in retirement is huge — especially since you literally have a world of options. You can retire anywhere and into a wide variety of hous…
Budgeting & Spending
The Retirement Switcheroo: 6 Tips to Flip Your Mindset from Saving to Efficient Spending!
Retirement is a big deal and a huge life change. You have a whole new lifestyle and need a very different way of thinking about your money. In fact, your financ…
Podcast
Podcast: Ken Goldberg & Eric Brewer – AI, Automation and the Future of Work
Episode 22 of the Boldin podcast is an interview with Ken Goldberg, a Robotics Professor from Berkeley, and Eric Brewer, a VP at Google and a Professor of Compu…
Retirement Savings and Investments
Thank You John C. Bogle for the Bogglingly Significant Legacy to Retirement Planning
John Bogle died on Wednesday. He was the founder of the Vanguard Mutual Fund group. However, his real legacy is not in how he built a $4.9 trillion investment c…
Happy Retirement
Winter Got You Down? Make a Sunnier Climate a Retirement Reality
Rain. Snow. Sleet. Cold. Once the coziness of winter holidays passes, dark weather can weigh heavily on our psyches. However, when you retire, you have more fr…
Retirement Planning
Feelin’ Groovy? Slow Down. Don’t Move Too Fast Preparing for Retirement
It seems that we are “feeling groovy” these days about our retirement prospects. Groovier and groovier over the past few years in fact. The Employee Benefit Res…
Reverse Mortgages
Pros and Cons of a Reverse Mortgage During the Pandemic Crisis
For many people nearing retirement age, home equity is usually the single largest component of net worth. And, it can be a valuable contributor to retirement a…
Podcast
Podcast: White Coat Investor Dr. Jim Dahle – Top Retirement Lessons
Episode 21 of the Boldin podcast is an interview with Dr. Jim Dahle — a hockey playing emergency room doctor based in Salt Lake City Utah who runs White Coat In…
Financial Advisors
Podcast: Rick Ferri – What Does the Future of Financial Advice Look Like?
Episode 20 of the Boldin podcast is an interview with Rick Ferri — CFA, author, and founder of Core-4 — and discusses Ferri’s perspective on investing and the f…
Financial Advisors
How Much Should You Worry About a Stock Market Correction? Numbers and Tips for Weathering a Financial Storm
The past month has seen some wild dips in the stock markets. Nothing yet too terribly miserable for most, but enough to make us jittery. Should we be worried ab…
Estate Planning
How to Increase Wealth… AFTER Retirement…
Too many people think that retirement is a time of drawing down assets. However, it is entirely possible to increase your wealth AFTER you have retired. Um… No…
Budgeting & Spending
Podcast: Jesse Mecham – Budgeting as a Life Altering Experience
Episode 19 of the Boldin podcast is an interview with Jesse Mecham — the founder of You Need a Budget, a CrossFit/PowerLifter and generally strong guy. We discu…
Retirement Planning
Retirement Planning Guide: 8 Steps to a Better Future
Financial planning is probably not on your top ten list for how to spend your time. However, getting your hands around your finances and planning a secure futur…
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Boldin Planner
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