💸 Planner tools
🎓 Financial education
⭐ Community and support
The Boldin Planner helps you see the impact of your choices over time.
Get started for free today: www.boldin.com/retirement/p...
The Boldin Planner helps you see the impact of your choices over time.
Get started for free today: www.boldin.com/retirement/p...
With the right tool, you can test dozens of real-life what-ifs:
• Retire earlier or work part-time
• Live to 80 vs 95
• Spending levels, housing changes, market shocks
Start with a Boldin plan.
www.boldin.com/retirement/s...
With the right tool, you can test dozens of real-life what-ifs:
• Retire earlier or work part-time
• Live to 80 vs 95
• Spending levels, housing changes, market shocks
Start with a Boldin plan.
www.boldin.com/retirement/s...
That’s why it helps to learn from those who’ve studied what really works.
Here are 28 timeless lessons from some of the smartest minds in finance on how to invest wisely and retire confidently:
www.boldin.com/retirement/r...
That’s why it helps to learn from those who’ve studied what really works.
Here are 28 timeless lessons from some of the smartest minds in finance on how to invest wisely and retire confidently:
www.boldin.com/retirement/r...
❤️ Choosing the right partner
🎓 Going back to school
💪 Prioritizing health
💼 A financial plan
A good reminder that not all returns are financial!
www.boldin.com/retirement/f...
❤️ Choosing the right partner
🎓 Going back to school
💪 Prioritizing health
💼 A financial plan
A good reminder that not all returns are financial!
www.boldin.com/retirement/f...
You don't need a magic number like $1M+ to retire. And it's not the stock market that makes or breaks your plan.
The real driver? Your spending.
Learn more here 🎥👇
www.youtube.com/watch?v=gvsg...
You don't need a magic number like $1M+ to retire. And it's not the stock market that makes or breaks your plan.
The real driver? Your spending.
Learn more here 🎥👇
www.youtube.com/watch?v=gvsg...
We pulled together 13 year-end tax tips to help you keep more of what you've earned.
Things like Roth conversions, maximizing retirement contributions, & more!
The full guide: www.boldin.com/retirement/y...
We pulled together 13 year-end tax tips to help you keep more of what you've earned.
Things like Roth conversions, maximizing retirement contributions, & more!
The full guide: www.boldin.com/retirement/y...
If you end up part of that statistic, could your money last 35+ years in retirement?
Use Boldin to see how longevity impacts your plan.
www.boldin.com/retirement/l...
If you end up part of that statistic, could your money last 35+ years in retirement?
Use Boldin to see how longevity impacts your plan.
www.boldin.com/retirement/l...
But with rising medical costs and shrinking purchasing power, many retirees wonder: will it be enough?
Read the full Boldin blog post here: www.boldin.com/retirement/s...
But with rising medical costs and shrinking purchasing power, many retirees wonder: will it be enough?
Read the full Boldin blog post here: www.boldin.com/retirement/s...
That's where Boldin comes in. We help you see what's possible and plan around what really matters to you.
Start your plan for free today: www.boldin.com/retirement/p...
That's where Boldin comes in. We help you see what's possible and plan around what really matters to you.
Start your plan for free today: www.boldin.com/retirement/p...
Katy joined Boldin Your Money to talk about finding balance, defining "enough", and designing a life of work optionality.
Watch the full episode: www.youtube.com/watch?v=pPaB...
Katy joined Boldin Your Money to talk about finding balance, defining "enough", and designing a life of work optionality.
Watch the full episode: www.youtube.com/watch?v=pPaB...
– Increase your 401(k) contribution by 1–2%/year
– Put a percentage (e.g. 50%) of your bonus towards a long-term goal
– Review your spending and cut one recurring expense
Use Boldin to keep moving forward.
– Increase your 401(k) contribution by 1–2%/year
– Put a percentage (e.g. 50%) of your bonus towards a long-term goal
– Review your spending and cut one recurring expense
Use Boldin to keep moving forward.
Great read from @timsmart2.bsky.social at @usnews.com.
Boldin helps you turn your goals into a clear financial roadmap so you can retire with confidence.
Great read from @timsmart2.bsky.social at @usnews.com.
Boldin helps you turn your goals into a clear financial roadmap so you can retire with confidence.
66% of Boldin users said retirement felt scarier before they had a written plan. And 96% of people with a plan feel more confident about the future.
Clarity beats fear. Happy Halloween. 🎃
www.boldin.com/retirement/b...
66% of Boldin users said retirement felt scarier before they had a written plan. And 96% of people with a plan feel more confident about the future.
Clarity beats fear. Happy Halloween. 🎃
www.boldin.com/retirement/b...
Before you renew, take time to:
• Know the rules
• Find out how your existing plan has changed
• Compare drug coverage & costs
• Check plan ratings at medicare.gov and @usnews.com
Full list of 14 tips: www.boldin.com/retirement/1...
Before you renew, take time to:
• Know the rules
• Find out how your existing plan has changed
• Compare drug coverage & costs
• Check plan ratings at medicare.gov and @usnews.com
Full list of 14 tips: www.boldin.com/retirement/1...
Think: auditing streaming apps or shopping around for insurance.
Want to bring all the pieces of your financial puzzle together? That's what Boldin's built for.
www.forbes.com/sites/jimwan...
Think: auditing streaming apps or shopping around for insurance.
Want to bring all the pieces of your financial puzzle together? That's what Boldin's built for.
www.forbes.com/sites/jimwan...
We have 6 new releases from 2025 that challenge old ideas about saving, spending, and retirement, and offer new ways to define "enough."
Read the full list and takeaways here:
www.boldin.com/retirement/k...
We have 6 new releases from 2025 that challenge old ideas about saving, spending, and retirement, and offer new ways to define "enough."
Read the full list and takeaways here:
www.boldin.com/retirement/k...
It’s about cutting out what doesn’t serve your goals so you can focus on what truly moves you forward.
Get started today with Boldin: www.boldin.com/retirement/p...
It’s about cutting out what doesn’t serve your goals so you can focus on what truly moves you forward.
Get started today with Boldin: www.boldin.com/retirement/p...
• Not tracking spending
• Skipping a savings plan
• No investment strategy
• Saving too little
• Funding college before retirement
See all 29 mistakes (and easy fixes):
www.boldin.com/retirement/b...
• Not tracking spending
• Skipping a savings plan
• No investment strategy
• Saving too little
• Funding college before retirement
See all 29 mistakes (and easy fixes):
www.boldin.com/retirement/b...
But true progress comes from effectiveness: aligning your money with what really matters to you.
That’s what Boldin is built for.
But true progress comes from effectiveness: aligning your money with what really matters to you.
That’s what Boldin is built for.
Boldin's new Debt Payoff Explorer helps you compare payoff methods, visualize your progress, and take control of your path to financial freedom.
Watch Boldin Product Designer Erin walk through how it works:
www.youtube.com/watch?v=W4nZ...
Boldin's new Debt Payoff Explorer helps you compare payoff methods, visualize your progress, and take control of your path to financial freedom.
Watch Boldin Product Designer Erin walk through how it works:
www.youtube.com/watch?v=W4nZ...
Before you bought a house, you did too.
Before you retire, what conversations are you having?
Use your Boldin plan to help with the talking points. Create a shared vision and maintain open communication.
www.boldin.com/retirement/s...
Before you bought a house, you did too.
Before you retire, what conversations are you having?
Use your Boldin plan to help with the talking points. Create a shared vision and maintain open communication.
www.boldin.com/retirement/s...
Control what you can: spending, saving, investing wisely, and more.
Boldin helps you plan around the unknowns: inflation, investment returns, and all the "what ifs" that shape your future.
Control what you can: spending, saving, investing wisely, and more.
Boldin helps you plan around the unknowns: inflation, investment returns, and all the "what ifs" that shape your future.
Boldin user Andrea shares how she built financial independence and retired solo with confidence.
🎧 Full episode: www.youtube.com/watch?v=FQgb...
Boldin user Andrea shares how she built financial independence and retired solo with confidence.
🎧 Full episode: www.youtube.com/watch?v=FQgb...
You might be surprised by what your Chance of Success score really means!
www.youtube.com/watch?v=ZsPk...
You might be surprised by what your Chance of Success score really means!
www.youtube.com/watch?v=ZsPk...
That’s why it helps to learn from those who’ve studied what really works.
Here are 28 timeless lessons from some of the smartest minds in finance on how to invest wisely and retire confidently:
www.boldin.com/retirement/r...
That’s why it helps to learn from those who’ve studied what really works.
Here are 28 timeless lessons from some of the smartest minds in finance on how to invest wisely and retire confidently:
www.boldin.com/retirement/r...