Retirement Savings and Investments

Podcast: Scott Migliori — A Professional Investor’s Guide to Early Retirement

Episode 42 of the Boldin podcast is an interview with Scott Migliori — the former Chief Investment Officer for U.S. Equities for Allianz Global Investors and a…

How to Build a Retirement Income Plan

“The most important thing you can do for your retirement is have a plan, specifically a retirement income plan. A plan covers far more than what investments to…

Senior Financial Fraud is Now a $3 Billion Dollar a Year Issue

Financial fraud against people 50 and older is a growing concern. Older Americans lost $1.6 billion in 2018 due to financial fraud, and the average victim lost…

Podcast: Glen Nakamoto — Building a Retirement Paycheck

Episode 41 of the Boldin podcast is an interview with Glen Nakamoto — retired cyber security analyst and financial planning enthusiast. They discuss how Glen bu…

How to Rollover Your 401(k) When You Retire or Leave a Job

Explore the pros and cons of rollovers and find out how to rollover your 401(k) when you retire or leave a job. It’s a big financial decision. Get it right!

Podcast: COVID-19 Special Episode – Effect on Commercial Real Estate

Steve Chen, Chris Tokarski, and Kurt Altvater discuss the Coronavirus and COVID-19’s impact on commercial real estate, credit markets and lenders in the on-goin…

Will the Coronavirus Impact on Investment Markets and the Economy Be Particularly Difficult for Retirees and People Close to Retirement?

Here are some thoughts from Jim Seifert on the economy and retirement amid the coronavirus crisis. Jim was a serial entrepreneur from age 17 until age 40. After…

What to Do When Stocks Go Down: 10 Surprising Moves

Are you trying to figure out what to do when stocks go down? Check out these 10 tips. Numbers 3, 7 and 9 are particularly useful!

Podcast: David Stein — Money for the Rest of Us

Episode 36 of the Boldin podcast is an interview with David Stein — a former institutional money manager and current world-class podcaster with 12 million downl…

Important: New SECURE Act Brings Big Changes for Retirement Planning

The SECURE Act — formally known as the “Setting Every Community Up for Retirement Enhancement” Act — is designed to help people better use retirement savings an…

Podcast: Brian Bollinger — Simply Safe Dividends

Episode 29 of the Boldin podcast is an interview with Brian Bollinger, an entrepreneur and founder of Simply Safe Dividends — a company dedicated to dividend in…

Charitable Giving in Retirement: 4 Questions to Ask

You Might Have Less in Your Retirement Account than You Think You Have!

I hate to be the bearer of bad news, but you might have less in your retirement account than you think you have! At least the worth to you might be less than yo…

How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness

Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.

Passive Investing: 6 Advantages to the Hands-Off Approach

Learn about passive investing and explore why the approach is more cost efficient and produces better outcomes than active management.

The Best Retirement Investments: 10 Important Ways to Invest that Are NOT Financial

Investing in yourself doesn’t need to involve money. In fact, many of the best retirement investments do not involve greenbacks at all. Instead, they are invest…

Podcast 79: Wealth & Wisdom with Robert Brokamp

Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.

The SECURE Act: Will Retirement Get Easier?

The House of Representatives’ Setting Every Community Up for Retirement Enhancement (SECURE) Act and a similar bill in the Senate, the Retirement Enhancement an…

Retirement Investments for Dummies: Get the Answers You Need to Rest Easy

Sorry. You probably are not a dummy about everything. But, research suggests that almost 80 percent of all Americans have a very low financial IQ (What’s yours?…

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…

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…

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…

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…

How to Fund College Education When You Are Trying to Retire

College costs can feel overwhelming — especially if you are trying to retire sometime soon (or even just save for a future retirement). How to fund college educ…