Concerns From Retirement Planners With Steve Chen, Founder of Boldin (formerly NewRetirement)

The Financial Samurai Podcast

Вміст надано Financial Samurai, Sam Dogen: Financial Samurai founder, and Personal finance blogger. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Financial Samurai, Sam Dogen: Financial Samurai founder, and Personal finance blogger або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

3M ago 33:28

MP3•Головна епізоду

I recently spoke with Steve Chen, founder of Boldin (formerly NewRetirement), about common concerns retirees face. Boldin stands out as the most comprehensive DIY financial planning software I’ve encountered. It goes beyond analyzing stocks and bonds, incorporating other investments to optimize your net worth. Boldin also helps address key financial goals like buying a house, saving for college, planning for retirement, and more.

You can start with Boldin’s Basic Planner for free—it’s far more detailed than a typical retirement calculator.

For just $120 a year, you can upgrade to PlannerPlus, unlocking its full potential. It’s a fraction of the cost of hiring a financial advisor, and you can access it anytime without additional fees. Most importantly, PlannerPlus provides peace of mind, actionable insights, and the tools to grow your wealth far beyond the cost of the software.

For more information, see my post on Financial Samurai: Boldin Financial Planner Review: A Game-Changer For Financial Independence

301 епізодів

#Trading #Familyfinances #Fire #Investing #Personalfinance #Realestate #Retirement #Financial Samurai #Sam Dogen: Financial Samurai founder #Personal Finances #Lifestyle #Business #personal finance blogger #Mortgage #Tax