Boldin

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Boldin helps you create a financial plan with confidence so you can be bold in life.

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The #1 Factor Behind Investment Success (It’s Not What You Think)

The #1 Factor Behind Investment Success (It’s Not What You Think) Boldin

3.1K views - 5 days ago

Boldin Advisors Answer Your Top Retirement Questions | Office Hours

Boldin Advisors Answer Your Top Retirement Questions | Office Hours Boldin

5.5K views - 1 week ago

Social Security & Medicare: What's Changing and What It Means for You with Mark Miller (ep. 109)

Social Security & Medicare: What's Changing and What It Means for You with Mark Miller (ep. 109) Boldin

4K views - 3 weeks ago

What's Hiding in Your Tax Return? 4 Things Worth a Second Look

What's Hiding in Your Tax Return? 4 Things Worth a Second Look Boldin

4.9K views - 1 month ago

How to Pay Taxes in Retirement - What Most People Get Wrong | Office Hours

How to Pay Taxes in Retirement - What Most People Get Wrong | Office Hours Boldin

29K views - 1 month ago

4 Retirement "Rules" Most People Follow That Are Actually Wrong

4 Retirement "Rules" Most People Follow That Are Actually Wrong Boldin

5.4K views - 1 month ago

Move the Numbers: The 4 Retirement Levers That Matter

Move the Numbers: The 4 Retirement Levers That Matter Boldin

1.8K views - 1 month ago

Retirement Savings Waterfall: Where Your Next $$$ Should Go (401k, HSA, IRA, Brokerage)

Retirement Savings Waterfall: Where Your Next $$$ Should Go (401k, HSA, IRA, Brokerage) Boldin

11.2K views - 1 month ago

What Happens Next for CalSavers? With Fiona Ma & David Teykaerts (ep.107)

What Happens Next for CalSavers? With Fiona Ma & David Teykaerts (ep.107) Boldin

742 views - 1 month ago

This One Investing Timing Mistake Can Cost You $$$

This One Investing Timing Mistake Can Cost You $$$ Boldin

35K views - 1 month ago

3 Ways The Boldin Planner Helps You After You Set It Up

3 Ways The Boldin Planner Helps You After You Set It Up Boldin

20.5K views - 1 month ago

The Automatic Millionaire in an Automated World with David Bach (ep.106)

The Automatic Millionaire in an Automated World with David Bach (ep.106) Boldin

6.2K views - 1 month ago

Check Where You Stand Financially (Then Automate Your Plan for the Year)

Check Where You Stand Financially (Then Automate Your Plan for the Year) Boldin

17K views - 1 month ago

The 5 Most Important Money Moves to Make in 2026

The 5 Most Important Money Moves to Make in 2026 Boldin

13.4K views - 3 months ago

You Can Afford Anything but Not Everything with Paula Pant (ep.105)

You Can Afford Anything but Not Everything with Paula Pant (ep.105) Boldin

2.3K views - 4 months ago

Top 2 New Tax Rules That Could Change Your 2025 Charitable Giving

Top 2 New Tax Rules That Could Change Your 2025 Charitable Giving Boldin

2.4K views - 4 months ago

5 Tax Moves to Do before Dec 31

5 Tax Moves to Do before Dec 31 Boldin

8.6K views - 4 months ago

3 New 2025 Tax Law Changes That Could Save Retirees Thousands

3 New 2025 Tax Law Changes That Could Save Retirees Thousands Boldin

4.7K views - 4 months ago

The Top Five Retirement Questions Answered by Our Newest Boldin Advisors

The Top Five Retirement Questions Answered by Our Newest Boldin Advisors Boldin

3.6K views - 4 months ago

The 5 Essential Money Talks Couples Need for a Confident Retirement

The 5 Essential Money Talks Couples Need for a Confident Retirement Boldin

6K views - 4 months ago

How Market Downturns Impact Retirement | Boldin’s Market Risk Explorer Demo | Office Hours

How Market Downturns Impact Retirement | Boldin’s Market Risk Explorer Demo | Office Hours Boldin

3.7K views - 5 months ago

Financial Confidence & Work Optionality for Modern Families with CFP® Katy Song (ep.104)

Financial Confidence & Work Optionality for Modern Families with CFP® Katy Song (ep.104) Boldin

2.6K views - 5 months ago

How Leslie & Thomas Used Boldin to Retire Early | Real Retirement Stories (ep. 103)

How Leslie & Thomas Used Boldin to Retire Early | Real Retirement Stories (ep. 103) Boldin

3.9K views - 5 months ago

How Andrea Retired Solo With Confidence | Real Retirement Stories (ep.102)

How Andrea Retired Solo With Confidence | Real Retirement Stories (ep.102) Boldin

3.5K views - 6 months ago

Caring for Parents Planning for the Future with Beth Pinsker (ep.101)

Caring for Parents Planning for the Future with Beth Pinsker (ep.101) Boldin

985 views - 6 months ago

New Feature: Debt Payoff Tool by Boldin | Compare Strategies & Pay Off Debt Faster

New Feature: Debt Payoff Tool by Boldin | Compare Strategies & Pay Off Debt Faster Boldin

1.4K views - 6 months ago

5 Key Factors That Could Help You Retire Earlier | Early Retirement Planning with Boldin

5 Key Factors That Could Help You Retire Earlier | Early Retirement Planning with Boldin Boldin

8K views - 6 months ago

Episode 100! Introducing Real Retirement Stories | Meet Mark Eakle

Episode 100! Introducing Real Retirement Stories | Meet Mark Eakle Boldin

5.8K views - 7 months ago

New Feature: Model Market Crashes & Sequence of Returns Risk in Retirement Planning

New Feature: Model Market Crashes & Sequence of Returns Risk in Retirement Planning Boldin

5.5K views - 7 months ago

The One Number That Can Make or Break Your Retirement | Spending Plan in Boldin

The One Number That Can Make or Break Your Retirement | Spending Plan in Boldin Boldin

27.1K views - 7 months ago

Financial Planning & Literacy for Every Generation with Gary Danoff (ep. 73)

Financial Planning & Literacy for Every Generation with Gary Danoff (ep. 73) Boldin

693 views - 7 months ago

How to Retire Often: Mini-Retirements & Sabbatical Planning with Jillian Johnsrud (ep.99)

How to Retire Often: Mini-Retirements & Sabbatical Planning with Jillian Johnsrud (ep.99) Boldin

1.9K views - 7 months ago

Monte Carlo Simulation Explained: Smarter Retirement Planning in Boldin

Monte Carlo Simulation Explained: Smarter Retirement Planning in Boldin Boldin

16.9K views - 8 months ago

From Solo to Social: Creating Your Boldin Retirement Planning Support Group | Office Hours

From Solo to Social: Creating Your Boldin Retirement Planning Support Group | Office Hours Boldin

4.2K views - 8 months ago

Retired, Not Done: A Software Engineer's Bold Move to Financial Freedom | Scott Garrett (ep. 98)

Retired, Not Done: A Software Engineer's Bold Move to Financial Freedom | Scott Garrett (ep. 98) Boldin

4.6K views - 8 months ago

How to Ensure a Smooth Transition to Retirement | Boldin Office Hours

How to Ensure a Smooth Transition to Retirement | Boldin Office Hours Boldin

2.9K views - 9 months ago

Top Retirement FAQs | Boldin Advisors on Roth Conversions, Withdrawal Order, and More!

Top Retirement FAQs | Boldin Advisors on Roth Conversions, Withdrawal Order, and More! Boldin

10.1K views - 9 months ago

From Negative Net Worth to Coast FI | Marriage, Money & Financially Fit Kids w/ Andy Hill (ep.97)

From Negative Net Worth to Coast FI | Marriage, Money & Financially Fit Kids w/ Andy Hill (ep.97) Boldin

757 views - 9 months ago

Financial Wellbeing: A Holistic Approach with Brian Portnoy (ep.75)

Financial Wellbeing: A Holistic Approach with Brian Portnoy (ep.75) Boldin

997 views - 9 months ago

Retirement Confidence for Women: What’s ‘Enough’ to Retire Well? | Office Hours

Retirement Confidence for Women: What’s ‘Enough’ to Retire Well? | Office Hours Boldin

666 views - 10 months ago

How Not to Invest: Avoiding Big Money Mistakes with Barry Ritholtz (ep.96)

How Not to Invest: Avoiding Big Money Mistakes with Barry Ritholtz (ep.96) Boldin

5.4K views - 10 months ago

Flipping the Script with Geoff Schmidt from Holy Schmidt (ep.95)

Flipping the Script with Geoff Schmidt from Holy Schmidt (ep.95) Boldin

4.3K views - 10 months ago

Meet the Financial Advisors at Boldin Advisors

Meet the Financial Advisors at Boldin Advisors Boldin

1.7K views - 10 months ago

Playbook Series 8 - Pay Off Low Interest Debt

Playbook Series 8 - Pay Off Low Interest Debt Boldin

427 views - 11 months ago

Playbook Series 7 - Contribute to an After-Tax Account or 529 Account

Playbook Series 7 - Contribute to an After-Tax Account or 529 Account Boldin

340 views - 11 months ago

Millionaire Milestones Building Wealth on Your Terms with Sam Dogen (ep.94)

Millionaire Milestones Building Wealth on Your Terms with Sam Dogen (ep.94) Boldin

2.7K views - 11 months ago

Playbook Series 6 - Contribute Max to Employer Plan

Playbook Series 6 - Contribute Max to Employer Plan Boldin

255 views - 11 months ago

Playbook Series 5 - Contribute Max to an IRA

Playbook Series 5 - Contribute Max to an IRA Boldin

245 views - 11 months ago

Five Years Later: White Coat Wisdom with Dr. Jim Dahle (ep.93)

Five Years Later: White Coat Wisdom with Dr. Jim Dahle (ep.93) Boldin

1.5K views - 11 months ago

Playbook Series 4 - Contribute Max to an HSA

Playbook Series 4 - Contribute Max to an HSA Boldin

241 views - 11 months ago

Playbook Series 3 - Pay Down High-Interest Debt

Playbook Series 3 - Pay Down High-Interest Debt Boldin

186 views - 11 months ago

Playbook Series 2 - Catch the Employer Match

Playbook Series 2 - Catch the Employer Match Boldin

219 views - 11 months ago

Office Hours - Your Retirement Paycheck

Office Hours - Your Retirement Paycheck Boldin

7.9K views - 11 months ago

Playbook Series 1 - Your Emergency Fund

Playbook Series 1 - Your Emergency Fund Boldin

604 views - 11 months ago

Get Started Series 11 - Money Flows

Get Started Series 11 - Money Flows Boldin

5.8K views - 11 months ago

Get Started Series 10 - Medical, Medicare and Long Term Care Expenses

Get Started Series 10 - Medical, Medicare and Long Term Care Expenses Boldin

3.6K views - 11 months ago

Making Sense of Social Security with Devin Carroll (ep.92)

Making Sense of Social Security with Devin Carroll (ep.92) Boldin

2K views - 1 year ago

Get Started Series 9 - Recurring and Large Planned Expenses

Get Started Series 9 - Recurring and Large Planned Expenses Boldin

4.1K views - 1 year ago

Get Started Series 8 - Income

Get Started Series 8 - Income Boldin

3.3K views - 1 year ago

Get Started Series 7 - Home, Real Estate, and Debt

Get Started Series 7 - Home, Real Estate, and Debt Boldin

2.8K views - 1 year ago