Aging Well
Flexibility in Financial Planning: 10 Strategies to Build a Future That Can Bend Without Breaking
Retirement security is less a number and more a mindset. Flexibility can be the difference between surviving and thriving.
Explore content
Planning
Podcast 99: What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud
Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off.
Financial Wellness
Boldin Made the 2025 Inc. 5000 List of the Fastest Growing Companies in America
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning.
Financial Wellness
What Motivates You? How Financial Motivations Impact Your Decision Making
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
Happy Retirement
Societal Collapse: Should You Worry? Can You Protect Your Wealth? Should You Try?
Can you really plan for societal collapse? Most Boldin users (planners by nature) say don’t bother. Here’s their advice.
Planning
A Big Risk for Retirement Investments? Avoiding Risk!
According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.
Planning
Podcast 98: Retired, Not Done – How Scott Garrett Took Control of His Financial Future
Retired early, but not done. Scott Garrett shares how Boldin gave him the confidence to leave work and retire on his own terms.
Budgeting & Spending
Good Debt and Bad Debt: A Quick Guide to Wise Use of Borrowing for Financial Success
Debt isn’t necessarily terrible. Good debt helps you get ahead. Bad debt puts you in a hole. Understand the differences for better financial outcomes.
Planning
A Written Plan Leads to More Confidence, Roths Are Underutilized, and 8 Other Insights from New Schwab and Vanguard Studies
The secret to financial success? A written plan! Get valuable 10 insights that could change how you think about your future.
Planning
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 Wellness
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…
Budgeting & Spending
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.
Aging Well
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.
Financial Advisors
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.
Planning
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.
Planning
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…)
Financial Wellness
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!
Planning
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.
Happy Retirement
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.
Planning
The Beige Book, Explained and Takeaways for Retirement Planning
The Beige Book: what it is and what the latest report has to say about the economy (and therefore your life).
Financial Wellness
Your Retirement Emergency Fund: Why Emergency Savings Are the Foundation of Financial Wellness
The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.
Aging Well
Do It for Your Future Self: How to Make Smart Choices Today for a Better Future Retirement
Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it.
Planning
Early Retirement Tips: 28 Strategies, Tricks, and Insider Info from People Who Left Work Behind
Get early retirement tips and tricks from people who successfully retired in their 40s and 50s and are thriving now.
Planning
3 Great Ideas from Barry Ritholtz’s Fantastic Book, “How Not to Invest”
Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money.
