Planning
Podcast 100! Introducing Real Retirement Stories: Meet Mark Eakle
Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding.
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Happy Retirement
2025 Global Retirement Index: See Where the U.S. Ranks and Discover What Scares People Most about Retirement Around the World
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
Retirement Planning
How Important Is It to Anticipate Potential Market Risks in Your Retirement Plans?
Explore the role potential market risks play in planning your future, other risks, and how flexible sources of funding can protect your future.
Happy Retirement
8 Big Aha Moments: How a Written Retirement Plan Changed Everything for These Boldin Users
Discover the top financial aha moments! Have you experienced all of these insights? From spending and taxes to flexibility and confidence.
Retirement Planning
Should Alternative Assets Be in Your 401(k)? What Financially Savvy Americans Really Think
Informed older Americans are highly skeptical about alternative assets in a 401(k).
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.
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.
Retirement Planning
Should I Invest in 401k or Roth IRA?
Should I invest in 401k or Roth IRA? Learn how to decide based on taxes, income, and retirement goals, with examples and guidance.
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.
Debt
Understanding the Two Roth 5-Year Rules: A Key to Smarter Early Retirement Planning
Want to retire in your 50s and withdraw from savings? You need to understand the Roth 5 year rules to avoid penalties.
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.
Happy Retirement
A Planning Mindset Is the Secret to Financial Discipline, Confidence, and Better Results
Too many people think that their financial destiny is set and can’t be changed. Find out how a planning mindset improves wealth and security.
Aging Well
Retirement Boredom: One of Many Unexpected Retirement Challenges
From retirement boredom to too much to do, here are the top 9 surprises when you stop working. Plus, 14 ways to overcome the challenges.
Budgeting & Spending
Retirement Budget Worksheet: Your Step-by-Step Guide to Smarter Planning
Create a flexible retirement budget worksheet with Boldin. Compare tools, track retirement expenses, and build your plan with confidence.
Retirement Planning
Can I Retire at 50? Discover the Secrets to Financial Freedom Early
Explore if you can retire at 50! Discover essential steps, financial strategies, and lifestyle tips for early financial freedom.
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.
Happy Retirement
Making Sense of Retirement, 122 Great Movies About Retirement, Aging and Living a Good Life: Updated List!
Click here for the best list of movies about retirement and aging. Updated 2019.
Retirement Planning
101 Things to Do in Retirement: Hobbies, Travel, & Activities
Hobby ideas, travel tips, and part-time work options to help retirees find purpose and meaningfully fill their days.
Budgeting & Spending
Compound Interest and Saving as Much as You Can as Early as You Can: Magical Secrets to Building Real Wealth
Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.
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!
