Retirement planning is the process of determining how much you will need to save and invest in order to have enough money to live on during retirement. It involves setting goals, analyzing your current financial situation, and making a plan to help you reach your retirement goals.
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Most people have no idea they’re leaving money on the table, especially when it comes to old pensions, forgotten retirement accounts, and benefits from jobs they held years ago.
In this episode, Roger Whitney, a retirement planner with 30 years of experience, breaks down annual gifting limits and year-end planning. He shares practical strategies for giving that make a real im...
As the year ends, it’s the perfect time to take stock of your estate and care documents. Life changes, laws evolve, and priorities shift, making it essential to ensure your plans are still in line wit...
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence. The post Year End Financial Planning: Survey of 1,000 Boldin Planners ...
? Show Notes In this episode, Roger Whitney kicks off a month-long series on year-end planning for retirement. He shares insights on tax loss harvesting, a technique that can help you minimize capital...
The nation's longevity boom faces a caregiving crisis. Families are unprepared, overwhelmed, and bearing rising emotional and financial costs, demanding urgent action.
A recording from Andre Nader and Brent Sullivan's live video...
Year-end is when many employees and executives choose how much of next year's income to defer in nonqualified deferred compensation (NQDC) plans. Here's what to consider....
Could striving for the "perfect" portfolio be holding you back from the fulfilling, financially confident life you've worked so hard for? Join us as we explore why embracing a "good enough" mindset ca...
Explore 20 scenarios to try with the Boldin Retirement Planner. These will increase your planning know-how and build your financial confidence. The post 20+ Eye-Opening Scenarios to Try with a Compreh...
Answering listener questions about what to know before buying into a practice, how to think about what “net worth” really means, and the important basics on special needs trusts. The post ...
It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future....
I (M74) am really having a difficult time trying to decide how and who to handle our assets after my death. I have done most of our investing and financial management in the past. The majority is in b...
Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out of money. Instead, make a plan....
David asks for a general idea of what estate planning services typically cost, following up on the six-part podcast series. Although this show does not provide specific tax, legal, or financial advice...
Let's find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it. The post Why Financial Planning is the Ultimate Marshmallow Test appeared first on...
Planning for Retirement: Social Security and Beyond!Tuesday, Dec 2, 2025. 2:00 p.m. ET • 1:00 p.m. CT • 12:00 p.m. MT • 11:00 a.m. PT. Duration: 60 Minutes. Zoom - Free Online Event. FR...
Congratulations on getting your estate plan in order. Now, you need to communicate the relevant details to ensure your plan is effectively carried out....
Tax planning often slips to the bottom of our financial to-do lists—until a surprise bill or missed opportunity crops up. But behind the scenes, the right process for an ongoing tax strategy can...
A few practical steps today can make your future more secure – and less stressful....
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs' inheritance. It'...
In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there's more to it than just having your ...
Today kicks off a brand-new series on estate planning. Estate planning is one of those things everyone knows they should do—but far too many people put it off, sometimes until it's too late. And...
Cryptocurrency has changed the financial landscape, and that includes estate planning. Unlike traditional assets, crypto presents unique challenges—there's no customer service line to recover lo...
In this episode, we dive into Stephen's fascinating question about estate planning for the far future—trusts designed to preserve wealth for individuals who undergo cryonic preservation. Is this...
Financial planning often feels like a numbers game—follow the math, and you'll make the best decisions, right? But what happens when the spreadsheet says one thing, and your peace of mind says a...
Answering listener questions about the pros and cons of traditional vs. Roth contributions, merging finances when a spouse has no income but owns an IRA, and how to maximize annual contributions to a ...
From procrastination to AI, these five estate planning pitfalls could mean your heirs are left with bureaucratic hassles — or a reduced inheritance....
many people don’t know is that the Social Security Administration doesn’t recognize traditional powers of attorney. An additional step must be taken to complete the plan....
FROM THE ARTICLE. Are Workers Warming Up to In-Plan Annuities? Surveys show growing interest in 401(k) plans with a guaranteed-income option. By Maya Dollarhide and Tamara E. Holmes, AARP. Published O...
Retiring early isn’t just about having enough money, it’s about using the right tax moves in the right years. This conversation between James and Ari maps the three biggest levers for earl...
Change is in the air every fall – not just in the leaves and weather, but in your financial planning. At this time of year, the federal government announces some important rate adjustments that ...
Tax planning often slips to the bottom of our financial to-do lists—until a surprise bill or missed opportunity crops up. But behind the scenes, the right process for an ongoing tax strategy can...
How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think....
How many of these 29 retirement planning mistakes are you making? Almost everyone fails at #4, #8, and #26. See how to fix your errors. The post The 29 Biggest Retirement Planning Mistakes and 29 Easy...
In this week's Ask the Editor Q&A, Joy Taylor answers more questions about the use of qualified charitable distributions (QCDs) in end-of-year tax planning....
Today, I’m speaking with Edward McQuarrie. Ed is the Professor Emeritus at Santa Clara University, where he taught in the marketing department for more than three decades before retiring in 2016...
To help ensure you reach your savings goals and enjoy financial security in your golden years, be aware of these common pitfalls. The key is to be proactive, informed and flexible....
Stock market swings. Uncertainty with Social Security and Medicare. New tax rules. The skyrocketing cost of healthcare. None of these things are small issues – and they’re reshaping how we...
Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future....
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity. The post Podcast 101: Caring for Parents, Planning fo...
When talking with my financial advisor and running all these scenarios and simulations for retirement it seems like getting to 90 yrs old is the goal. Is that even realistic? How many people who retir...
Retiring soon. Will my plan work? I am planning on retiring soon and I am making serious plans. I am hoping I can save at least $500k in stocks before retirement in about 6 years. I will also have abo...
Explore how Qualified Charitable Distributions (QCDs) help meet IRA requirements, cut taxes, and maximize the impact of year-end charitable giving....
Four of the One Big Beautiful Bill's changes could impact your retirement, so it's smart to review your financial plans to see if these strategies would help you get the most out of the new provisions...
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the financial implications of gray divorce, a positive mindset for retirement planning and a widow's annulm...
As like most aspects of life, there are many uncontrollable elements to retirement planning. All to often, many people stay preoccupied with things they can't control and inadvertently ignore things t...
I know way too many people who are retiring FROM something rather than retiring TO something. Or that's what they did already and now they're struggling a little bit emotionally or mentally. The chara...
We ask financial experts for advice....
Hello, new friends: A good friend is retiring next year and I'd like to start gifting her things she can use in retirement. (I am over 50 but will be retiring after 65). While I'm familiar with her cu...