Planning
More than Money: Our Editor’s Favorite Retirement Planning Articles from 2025
Discover Boldin’s editor’s favorite retirement planning articles from 2025—insights on money, mindset, purpose, and living well.
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Planning
Tips, Lists, and Tricks: Boldin’s 15 Most Clicked Articles in 2025
These are Boldin’s 15 most-clicked articles, covering retirement planning topics like taxes, timing, investing, and more.
Aging Well
Last Minute Gifts with Life Changing Impact: Books to Inspire Financial Peace of Mind and a Good Life at Any Age
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.
Planning
Podcast 105: You Can Afford Anything, but Not Everything with Paula Pant
Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework.
Happy Retirement
Real Life Retirement Lessons From People Who Chose (or Faced) Radical, Inspiring, and Unexpected Journeys
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.
Aging Well
Year End Financial Planning: Survey of 1,000 Boldin Planners Reveals 6 Powerful Insights
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.
Aging Well
Financial Worry: How it Tricks You into Worrying More and What to Do Instead
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
Retirement Planning
Your Year End Retirement Checklist: Put 2025 Behind You and Prepare for a Great 2026 and Beyond
Use this retirement checklist of 28 wise things to do before each year’s end to set yourself up for a great 2025 and a secure future.
Financial Wellness
Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Housing and Home Equity
5 Ways to Tap Home Equity in Retirement and 7 Times When it May Be a Good Idea to Do So
Have financial holes in your retirement plan (like not enough savings or unknown risks)? See if you should use home equity to fill them.
Retirement Income
Want Reliable Retirement Income? Use the Spend Safely in Retirement Strategy
Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more…
Planning
20+ Eye-Opening Scenarios to Try with a Comprehensive Retirement Planning Tool!
Explore 20 scenarios to try with the Boldin Retirement Planner. These will increase your planning know-how and build your financial confidence.
Financial Wellness
Why Financial Planning is the Ultimate Marshmallow Test
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
Planning
Podcast 104: Money Confidence for Real Life with Katy Song
Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances.
Aging Well
How Much Do You Need for Retirement if You Will Live to Be 100?
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.
Financial Wellness
What Scares People More: Retirement or a Dark Walk in the Woods on Halloween Night?
Retirement fears are real and deeply felt, but planning reduces the worry as shown by a poll of 1,000+ people who are approaching retirement.
Financial Wellness
Key Lessons from 6 New Books: Rethinking Money, Meaning, and Retirement at the End of 2025
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.
Planning
Podcast 103: How Leslie & Thomas Used Boldin to Retire Early | Real Retirement Stories
Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years.
Budgeting & Spending
Social Security: Surprising Insights on How the Program’s Advantages Differ Depending on Income and Wealth
Discover how Social Security and wealth interact — and why the program plays a different role depending on your income and resources.
Planning
Podcast 102: How Andrea Retired Solo With Confidence | Real Retirement Stories
Discover how Andrea Solarz retired solo with confidence using Boldin, Social Security, and annuities to fund a life of purpose and travel.
Planning
Podcast 101: Caring for Parents, Planning for the Future with Beth Pinsker
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity.
Retirement Planning
Quotes from John Wooden: 8 Lessons from the Legendary Coach for a More Secure Retirement
Through quotes from John Wooden, learn how consistency, patience, and focusing on what you can control build a more secure financial future.
Retirement Planning
The Nearing Retirement Checklist: 19 Things You Need to Do Just Before and After You Retire
There is a lot to do as you near retirement. And, it goes beyond creating a robust financial plan. Money is only part of the equation.
Retirement Income
A Richer Retirement: Why William Bengen Now Advocates for a 4.7% Rule, Not 4%
The 4% rule is now the 4.7% rule, but safe withdrawal rates are no substitute for a holistic retirement plan.
