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Boldin

Boldin

This podcast offers practical advice and insights to help listeners build financial plans and achieve their retirement goals. Through interviews with experts and discussions on common financial pitfalls, it aims to empower individuals to make informed decisions about their money. The show is...

20
Episodes
5
Guests
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Notable Guests

DS
Data Expert Subbiah Subramanian 1x
EW
Ed Williams 1x
Nir Eyal
Nir Eyal 1x
WA
With AI 1x
WC
With Jesse Cramer 1x

Recent Episodes

Three Possible Retirements: Which Would You Choose?
Oct 8, 2026 · 0:06:56
✨ Explore three retirement scenarios using Stanford's Life Design Lab Odyssey Plan.
0:06:56
Retirement Planning's Hidden Tradeoffs | With Jesse Cramer (Ep. 114)
Oct 1, 2026 · 0:50:24
✨ Retirement planning balances financial security with desired lifestyle.
With Jesse Cramer
0:50:24
Roth Conversions: 5 Costly Mistakes Most People Miss
Sep 24, 2026 · 0:09:11
✨ Understand the 'why' behind Roth conversions to avoid unexpected taxes.
0:09:11
Spend Now or Save for Later? The Retirement Marshmallow Test
Sep 17, 2026 · 0:06:23
✨ Retirement saving involves tradeoffs between present desires and future needs.
0:06:23
The Future of Financial Advice Is Closer Than You Think | With Ed Williams & Michael Byram (Ep. 113)
Sep 10, 2026 · 0:44:28
✨ Vanguard's $4.6B acquisition of Altruist signals a major shift in financial advice.
Ed Williams
0:44:28
Don’t Claim Social Security Until You Know These 3 Rules
Sep 3, 2026 · 0:09:07
✨ Understand spousal and survivor benefits for married couples.
0:09:07
How AI Is Changing Personal Finance | With AI & Data Expert Subbiah Subramanian (Ep. 112)
Sep 1, 2026 · 0:50:08
✨ AI is transforming wealth management and financial planning.
Data Expert Subbiah Subramanian With AI
0:50:08
Financial Advisors Reveal the Retirement Mistakes They See Most Often
Aug 27, 2026 · 0:11:06
✨ Challenging common retirement myths and misconceptions.
0:11:06
Your Retirement Plan Might Be Too Conservative
Aug 20, 2026 · 0:07:22
✨ A high retirement success score isn't always optimal.
0:07:22
Bored in Retirement? It's Not What You Think
Aug 13, 2026 · 0:06:24
✨ Retirement is more than just financial planning.
0:06:24
Financial Advisors Reveal the Retirement Habits That Matter Most
Aug 6, 2026 · 0:09:23
✨ Consistent saving and spending tracking are crucial.
0:09:23
Your Retirement Plan Could Be Wrong (Because of These 5 Assumptions)
Jul 30, 2026 · 0:11:59
✨ Five key assumptions impact retirement plan accuracy.
0:11:59
How to Travel More in Retirement Without Spending More
Jul 22, 2026 · 0:05:42
✨ Plan your retirement travel to maximize enjoyment.
0:05:42
Financial Advisors Answer What Life in Retirement is Really Like
Jul 15, 2026 · 0:12:49
✨ Retirement involves emotional adjustments and purpose.
0:12:49
3 Retirement Mistakes You Could Be Making Right Now
Jul 8, 2026 · 0:06:46
✨ Conduct mid-year retirement planning checks.
0:06:46
Financial Advisors Reveal How to Know You’re Ready to Retire
Jul 2, 2026 · 0:09:26
✨ Retirement confidence requires more than just money.
0:09:26
Why We Don't Do What We Know We Should | Beyond Belief with Nir Eyal (Ep. 111)
Jul 1, 2026 · 0:51:23
✨ Explore why we struggle to do what we know.
Nir Eyal
0:51:23
Financial Advisors Reveal the Biggest Retirement Mistakes
Jun 25, 2026 · 0:08:48
✨ Biggest mistakes often happen years before retirement.
0:08:48
What Your Financial Advisor Isn't Telling You About Fees
Jun 18, 2026 · 0:08:25
✨ Understand how financial advisors are compensated.
0:08:25
The Retirement Countdown: Do these 3 Things Now!
Jun 9, 2026 · 0:07:15
✨ Prioritize three key planning areas for near-retirees.
0:07:15

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