Financial Planning Blog & Retirement Resources

Podcast 92: Making Sense of Social Security with Devin Carroll

Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.

Simple Retirement Planning: An Easy 4 Step Framework for Getting to the Future You Want

Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.

Retirement Planning for Women: 10 Reasons Why You Are Probably Behind and How to Catch Up

Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up!

Future Economic Possibilities: How You Can Prepare for Any Future Up or Downturn

Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.

7+ Powerful Actions Taken (and Not Taken) by Boldin Users During the Week of Tariff Turmoil

Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.

Podcast 91: Tariffs, Markets & The Macro Story with Mike Himmelfarb

Steve Chen and Mike Himmelfarb unpack the sweeping impact on global markets, economic strategy, and personal finance.

Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)

Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.

Last Chance Before Tax Day: How To Make 2 Roth IRA Contributions in 1 Year

Stagflation fears are rising. Here’s how to protect your job and retirement savings.

Annuities: Do You Need Guaranteed Income In Retirement?

I’m a Retirement Planner: Here Are 5 Reasons You Could Regret Delaying Social Security

Market Volatility: What Percentage of Boldin Users Feel Prepared? Plus, Critical Actions to Take in Uncertain Times (Prepared or Not) 

Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.

Trump’s Tariffs and Markets in Turmoil: Commentary and Advice from 12 Financial Gurus

Hear what 12 thought leaders have to say about Trump’s tariffs and the market turmoil. Get useful advice and insightful commentary.

A Brief History of U.S. Tariffs and Their Economic Impact

Explore the history of U.S. tariffs and the impact they have had on the economy to help understand what is happening now.

Medicare Surcharges (IRMAA): How the Wealthier Pay MORE for Coverage

Are you wealthy? You may be paying extra for Medicare. Find out why and how to reduce your IRMAA – Income Related Monthly Adjustment Amount.

A Quick Video Tour of the Boldin Planner (Get Started Series 1)

Get a quick video tour of the Boldin Planner. See how to set up your plan and discover opportunities to improve your future.

Roth Conversion in a Down Market: Is it Right For You?

Am I Ready to Retire? 8 Unexpected Skills You Need for a Happy Secure Future

If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do ne…

How to Retire Like an Adult: An 11-Point Checklist for Responsible Freedom

To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure.

Podcast 90: Money, Mindfulness & Mastery with Leisa Peterson

Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.

The Actual Costs of Long Term Health Care

If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.

Strong Engagement & High Confidence: What Boldin’s Survey of Users Reveals About Strategizing Roth Conversions

Roth conversions are a powerful tax planning strategy, but how do retirement savers actually use them? A recent survey of Boldin subscribers reveals that users…

Roth conversions are the retirement version of ‘buy the dip’

Stock Market Corrections, Crashes, and Bear & Secular Bear Markets: The Differences and How to Handle for Long Term Financial Health

Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.