Podcast
Podcast: Nobel Prize Winner Robert Merton on Fixing Retirement
Episode 11 of the Boldin podcast is an interview with Nobel Prize winner Robert Merton. Professor Robert Merton is a globally recognized economist and expert on…
Financial Planning Blog & Retirement Resources
Retirement Planning
Note from the Founder: Hacking Retirement
Last month I went wake surfing in the freezing waters of Lake Tahoe. The good news? Unlike the first few times I tried it, this time I succeeded! I got up and rode a wave — for a really long time! It is that kind of focus that is useful to…
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Reverse Mortgages
Bumpy Road in Retirement? Learn How a Reverse Mortgage Can Be Your Spare Tire
The road in retirement can have all sorts of twists, turns and probably some pot holes.If you’re not prepared, these bumps have the potential to derail your fin…
Retirement Planning
Now Available: 7 Big Powerful New Features in the Boldin Retirement Planner
We have announced this before, but it is true again: the Boldin Retirement Planner is now better than ever. We are VERY excited to announce the availability of…
Podcast
Podcast: Mary Beth Franklin on Avoiding Big Social Security Claiming Mistakes
Episode 10 of the Boldin podcast is an interview with Mary Beth Franklin. Mary Beth is a nationally recognized expert in Social Security claiming strategies.…
Debt
Debt Free Retirement! 7 Reasons To Pay Off Every Penny Before You Retire
You’re 70 years old. You shuffle out to your mailbox on a crisp Monday morning and you are not at all surprised by what’s inside: junk mail and bills. “You’ve b…
Podcast
Podcast: Ben Carlson Shares the Wealth (of Common Sense)
Episode 9 of the Boldin podcast is an interview with Ben Carlson — the author of A Wealth of Common Sense (both the book and the blog). Ben discusses his perspe…
Podcast
Podcast: Chris Mamula on Retirement Early and the Pitfalls to Avoid
Episode 8 of the Boldin podcast is an interview with Chris Mamula — a “Financial Independence Retirement Early” (FIRE) proponent and writer for both Can I Retir…
Financial Advisors
9 Powerful Insights from the Retirement Income Summit
Earlier this week I traveled to Chicago to attend the Retirement Income Summit — a financial advisor industry conference focused on the latest ideas about how t…
Podcast
Podcast: Financial Advice from Allan Roth – You Get What You DON’T Pay For
Episode 7 of the Boldin podcast is an interview with Allan Roth — a highly in demand, by-the-hour financial advisor with over 25 years of experience in the fiel…
Reverse Mortgages
Two Reasons to Get a Reverse Mortgage Now Instead of Later
Used wisely, getting a reverse mortgage early in retirement can result in getting more out of both the reverse mortgage and your investments at the same time. I…
Podcast
Podcast: PhD on FIRE: Safe Draw Down Rates with Karsten Jeske aka BigERN
Episode 6 of the Boldin podcast is an interview with Karsten Jeske (also known as Big ERN). Steve and Karsten discuss Karsten’s mega financial background and h…
Retirement Planning
Nudge Yourself into Retirement for the Best Years of Your Life!
Beeeep beeeep beeeep… Ugh. The alarm clock. It’s Monday morning and… You are dreading the work week, but you aren’t yet sure you financially prepared to retire.…
Podcast
Boldin Podcast: Investing Legend Bill Bernstein on the 5 Hurdles Between You and a Secure Retirement
Episode 5 is an interview with personal finance and investing legend Bill Bernstein. Steve and Bill discuss the hurdles between you and a secure retirement and…
Reverse Mortgages
Reverse Mortgage Myths Debunked — You Still Own Your Home and Have Home Equity
For some homeowners over 62 years old, a reverse mortgage can be a great option for improving retirement finances and quality of life. There are, however, quite…
Retirement Planning
Note from the Founder: The Why Behind NewRetirement (now Boldin)
Over the past few years I’ve had the opportunity to get to know several people who have achieved financial independence or are on the path to it. People like JD…
Podcast
Boldin Podcast: Morgan Housel on How Millennials and a $30 Trillion Wealth Transfer May Change Our Future
Episode 4 is an interview with Morgan Housel, award winning writer and venture capitalist with the Collaborative Fund. Hosted by Steve Chen, founder of Boldin,…
Aging Well
Getting Old: Ideas for Delaying the Onset, Reasons to Look Forward to It and Ways to Prepare
Getting old is not all fun and games. However, it is not nearly as dismal as you might think, assuming you follow a few guidelines. Furthermore, it can actua…
Budgeting & Spending
Spend Less and Save More: 10 Sneaky Shopping Tricks
You’ve probably heard this standard money-saving advice: If you want to save money, eat out at restaurants less and cook at home more. But it’s almost as easy t…
Podcast
Boldin Podcast: Money, Behavior and Happiness — Steve Chen Interviews Jonathan Clements
Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. Explore ideas and great…
Retirement Planning
New Feature in Retirement Calculator Helps You Identify “Excess” Income in Your Retirement Plan
We keep trying to improve the Boldin retirement planning calculator so that you can feel good about your future. The latest improvement is a feature that lets…
Podcast
Boldin Podcast: Work and Jobs Over 50 — Steve Chen Interviews Kerry Hannon & Philippe Violette
Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. Explore ideas and great i…
Reverse Mortgages
Reverse Mortgage Disadvantages and Advantages: Your Guide to Reverse Mortgage Pros and Cons
Do the pros outweigh the cons? Get unbiased info on disadvantages advantages and – details on fees, interest rates, loan amounts and more…
Aging Well
Dementia Rates Are Declining in the United States
According to researchers at the University of Michigan, between 2000 and 2012, the percentage of adults in the United States with dementia (including Alzheimer’…
Podcast
Boldin Podcast: Financial Independence, Purpose & Happiness — Steve Chen Interviews JD Roth
Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. Explore ideas and great…
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