Podcast
Podcast: Dana Anspach — Retirement Income Planning
The 50th Boldin podcast! This time, Steve Chen is joined by guest Dana Anspach — Certified Financial Planner™, author, and the founder of Sensible Money — and d…
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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…
Retirement Planning
The Ulysses Strategy: 5 Tips for Taming Fear and Greed to Achieve Retirement Security
The Ulysses Strategy (Ulysses is the Latin name for Odysseus) is a method financial planners developed to keep savers and investors from listening to the sirens…
Happy Retirement
The Right Kind of Stress for a Secure, Happy and Relaxed Retirement
When most people think about financial and retirement planning, feelings of stress, worry, and anxiety rise in our throats. This stress — while unpleasant — exi…
Planning
Your Countdown to Retirement Checklist: 10 Tips to Be Ready for Blast Off!
If you are in the countdown to retirement – marking the days until you can launch into the next stage of your life – this checklist is for you. In the past, ma…
Retirement Planning
Retirement Planning Guide: 8 Steps to a Better Future
ADVERTORIAL 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…
Value Your Time
Podcast: Alan Donegan — Journey to FI and Starting Companies
Episode 45 of the Boldin podcast is an interview with Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and dis…
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…
Value Your Time
The Secret to a Happy Retirement? A Schedule!
Before retirement, life has a predictable routine. Work takes priority, and oftentimes everything else is scheduled around it. From laundry to mowing the lawn,…
Lifestyle
Ask Yourself These 3 Questions to Find Out Your Retirement Readiness
While financial and health concerns are a major part of every person’s retirement decision, it’s important to ask yourself questions that go beyond financial pr…
Planning
Preparing for Retirement: 7 Secret Training Tips for a Successful Future
When you hear the phrase “preparing for retirement,” you probably think about savings and budgeting. However, your finances are just one aspect that you need t…
Financial Wellness
How Much Time Should You Spend On Retirement Financial Planning?
Would you believe some people give retirement financial planning less attention than planning a vacation, choosing a restaurant, or buying a television? It’s a…
Aging Well
Are You Prepared to Live to 86 Years Old? Or Longer?
Chances are you’ll live longer than your parents, and much longer than your parents’ parents lived. While that sounds like a gift at face value, a longer life e…
Retirement Planning
When to Retire: How to Make the Right Choice
When to retire. Getting the answer to this question is — by far — one of the biggest decisions of your life and a choice that can cause a lot of stress.
Retirement Planning
The Psychology of Retirement
You’ve been working for over 40 years and now you’re approaching retirement. You have friends who have retired. Some seem happier than others, and you wonder wh…
Retirement Planning
How to Retire: 5 Steps to a Secure Future
You want to know how to retire. Figuring out the answer to this question can feel overwhelming and sometimes impossible, especially if you are already in your 5…
Planning
Retirement Planning at Midlife: 6 Tips for a Secure Future
Financial planning for retirement takes a more focused turn through your midlife years–from your late 40s through your 50s and into your 60s. At midlife, your i…
Family and Relationships
Tips to Prepare for an Empty Nest
The life transition of becoming a parent with an empty nest is a life transition that is not often talked about (at least not much as we analyze the impact of o…
Insurance
What Do Lottery Winners and People Near Retirement Have in Common?
Winning the lottery actually has a lot in common with being near retirement age: You can quit working You have finite financial resources at your disposal (Real…
Planning
8 Tips for Building a Useful Retirement Plan
Everyone knows that they need a retirement plan. But that means different things to different people. Many think of a plan as merely retirement savings. And, wh…
Retirement Planning
3 Steps to a Million Dollar Retirement
You’ve probably read somewhere that you need $1 million in savings in order to retire. While that is not entirely true, we are here to tell you that it is poss…
Retirement Planning
Make Sure Your Retirement Plan is Ready to Slide into Home Plate
Financial planning for retirement starts sliding into home plate after 50. If you’re lucky, you’ve spent a lifetime preparing for it. You’ve maxed out your tax-…
Retirement Planning
How Real People Achieve a Secure Retirement and How You Can Too
Most people think that retirement planning is complicated and time consuming and maybe even futile. Too many people believe that a secure retirement is beyond r…
