Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Contenido proporcionado por Financial Samurai, Sam Dogen: Financial Samurai founder, and Personal finance blogger. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Financial Samurai, Sam Dogen: Financial Samurai founder, and Personal finance blogger o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Concerns From Retirement Planners With Steve Chen, Founder of Boldin (formerly NewRetirement)
Manage episode 454124839 series 1911975
Contenido proporcionado por Financial Samurai, Sam Dogen: Financial Samurai founder, and Personal finance blogger. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Financial Samurai, Sam Dogen: Financial Samurai founder, and Personal finance blogger o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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
298 episodios
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Manage episode 454124839 series 1911975
Contenido proporcionado por Financial Samurai, Sam Dogen: Financial Samurai founder, and Personal finance blogger. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Financial Samurai, Sam Dogen: Financial Samurai founder, and Personal finance blogger o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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
298 episodios
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Similar a The Financial Samurai Podcast
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
1
Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business
The Rich Dad Media Network
The Rich Dad Radio Show will now air THREE times a week! In addition to the regular Wednesday and Thursday episodes hosted by best-selling author Robert Kiyosaki, and Jaren Sustar, we’ve added a third episode to include Real Estate expert Brent Daniels which will publish on Tuesdays. Join Robert Kiyosaki every week on Wednesdays, where he dives deep into the world of financial education, wealth-building strategies, and entrepreneurship. In every episode, Robert and his expert guests discuss ...
…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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continue reading
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