Boldin Software Review and Tutorial - Search Videos

NEXT LEVEL NEW Boldin features That Are Changing Everything

NEXT LEVEL NEW Boldin features That Are Changing Everything

25.7K views3 months ago

YouTubeReflections & Real Talk

Boldin's NEW Beta Feature: Is "Allocation Explorer" A Game Changer?

Boldin's NEW Beta Feature: Is "Allocation Explorer" A Game Changer?

12.7K views1 month ago

YouTubeThe Retirement Gnome

New Boldin AI Features Tour

New Boldin AI Features Tour

4.9K views2 months ago

YouTubeReflections & Real Talk

Boldin Review & Walkthrough (2026): Honest Thoughts After 4 Years

Boldin Review & Walkthrough (2026): Honest Thoughts After 4 Years

33.6K views5 months ago

YouTubeJacob Wade (Roadmap Money)

Boldin Review (2026): Is It Worth Paying for Retirement Planning?

Boldin Review (2026): Is It Worth Paying for Retirement Planning?

29.3K views2 months ago

YouTubeMarriage Kids and Money

Boldin's Roth Conversion Explorer Tool - Detailed Walk-Through (Boldin Beginner Series)

Boldin's Roth Conversion Explorer Tool - Detailed Walk-Through (Boldin Beginner Series)

12.4K views3 months ago

YouTubeThe Retirement Gnome

Financial Advisors Reveal the Retirement Habits That Matter Most

Financial Advisors Reveal the Retirement Habits That Matter Most

4.1K views1 month ago

Set Up Your Retirement Plan Right | Boldin Onboarding

1.5K views2 months ago

YouTubeReflections & Real Talk

Boldin's NEW Beta Feature: Is "View Full Plan" A Game Changer?

16.3K views2 months ago

YouTubeThe Retirement Gnome

Boldin Roth Conversion Explorer teardown: Strengths, Weaknesses, and Blind Spots

7.8K views3 months ago

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Boldin Asset Allocation vs Quicken: The Shocking Difference

1.3K views2 months ago

YouTubeI was Retired!

Complete Boldin Startup Wizard Guide

1.9K views3 months ago

YouTubeThe Retirement Gnome

Retirement Planning Software (2026): Empower vs Boldin vs Projection Lab

83.4K views4 months ago

YouTubeBrittany Flammer

Financial Advisors Reveal the Biggest Retirement Mistakes

11.8K views2 months ago

The Best Way to Run Your Boldin Retirement Plan Through Google Gemini – or any AI (Full Guide)

9.2K views1 month ago

YouTubeThe Retirement Gnome

Understanding Boldin's Most Powerful Chart

14.2K views4 months ago

YouTubeThe Retirement Gnome

Become a Boldin AI Super User

9.4K views4 months ago

YouTubeThe Retirement Gnome

Boldin Financial Wellness Metrics - Part 2

1.3K views2 months ago

YouTubeThe Retirement Gnome

Understanding Boldin's Most Powerful Chart

1K views4 months ago

YouTubeThe Retirement Gnome

Boldin Financial Wellness Metrics - Part 1

2.2K views3 months ago

YouTubeThe Retirement Gnome

How to Travel More in Retirement Without Spending More

16.1K views1 month ago

Boldin vs. ProjectionLab (2026): Which Retirement Planner Should You Choose?

YouTubeMarriage Kids and Money

Here's Why Your "Retirement Number" (Savings Target) Might Be Too High

24.6K views1 month ago

YouTubeHoly Schmidt!

This Retirement Planning Mistake MULTIPLIES Inflation

24.2K views1 month ago

YouTubeHoly Schmidt!

Most Retirees Don't Know This Roth Conversion Window Closes in 2028

546K views5 months ago

YouTubeHoly Schmidt!

Breaking: The Biggest Housing Law in 20 Years Passed | Good for Retirees?

173.3K views1 month ago

YouTubeHoly Schmidt!

The "Borrow Until You Die" Strategy The IRS Hates ...

556.1K views4 months ago

YouTubeHoly Schmidt!

The Six Levels of INCOME in Retirement

312.4K views3 months ago

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Where Your Social Security Check Ranks (The Data May Surprise You...)

355.8K views5 months ago

YouTubeThe UnRetired - with RJ

Don’t Roll Over Your 401k Until You Know This LAWSUIT Trap

111.2K views2 months ago

YouTubeHoly Schmidt!

Here’s Why Over 40% of Homeowners Over 65 STILL Have a Mortgage — Is it a Good Reason?

70.3K views3 months ago

YouTubeHoly Schmidt!

Boldin Review & Tutorial - helping users build and refine retirement plans (NewRetirement Review)

88.9K viewsSep 25, 2024

YouTubeRetire Before Dad

Roth Conversions in 2026: Vanguard's BETR Strategy vs. Boldin, you decide?

36.3K views6 months ago

YouTubeReflections & Real Talk

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

58.5K views7 months ago

The #1 Money Mistake Retirees Make in Their First Year

37.7K views5 months ago

YouTubeHoly Schmidt!

The HSA Benefit 90% of People Ignore - Costs Thousands in Retirement

51K views1 month ago

YouTubeHoly Schmidt!

The Gift Tax Rule Most People Get Wrong

52K views4 months ago

YouTubeHoly Schmidt!

Boldin Users Are Making These 10 Mistakes (And it could be costing them)

39.9K views4 months ago

YouTubeReflections & Real Talk

This Tool Changes Everything: Model Your Roth Conversions Like a Pro!

60K views11 months ago

YouTubeReflections & Real Talk

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

45.3K views7 months ago

I Tried Boldin for Retirement Planning and Here’s What Happened!

29.2K views10 months ago

YouTubeBrittany Flammer

6 Common Boldin Mistakes

26.5K views5 months ago

YouTubeThe Retirement Gnome

Personal Finance - DIY Investing, Long-Term Care & the AI Future | Erin Talks Money (ep. 109)

21.3K views4 months ago

Getting Started Guide - 5 Easy Steps to Start Planning

17.6K viewsFeb 4, 2025

New Study: Americans Think They Need $1.46 Million to Retire - Is This Correct?

39.8K views5 months ago

YouTubeHoly Schmidt!

Boldin AI vs Grok: Real Roth Conversion Tax Strategy Test for DIY Retirement (2026 Results)

15.7K views6 months ago

YouTubeI was Retired!

Here's Why Your Bank Is "Fickle" With Your Cash Interest Rate (And What to Do)

14.5K views1 month ago

YouTubeHoly Schmidt!

Get Started Series 1 - Tour of the Boldin Platform 🎉

12.5K viewsMar 25, 2025

Only an IDIOT uses Boldin AND and a CFP: Why I Use Both

13.9K views3 months ago

YouTubeThe Retirement Gnome

Boldin Advisors Answer Your Top Retirement Questions | Office Hours

7.2K views5 months ago

Evidence-Based Investing, Index Funds & Staying the Course | Paul Merriman (Ep. 110)

7.8K views3 months ago

The 3 Questions That Will Completely Change Your Retirement Plan

5K views4 months ago

Boldin Advisors Answer Your Top Retirement Questions Part 2 | Office Hours

8.8K views4 months ago

The New Retirement Tool That Could Save You Thousands Each Year

10.2K views3 months ago

YouTubeHoly Schmidt!

Must-Have Tools for Boldin Users

10K views4 months ago

YouTubeThe Retirement Gnome

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

3.8K views10 months ago

Uncovering Boldin's Hidden Assumptions

4.6K views4 months ago

YouTubeThe Retirement Gnome

Boldin's June 2026 Updates

8.1K views2 months ago

YouTubeThe Retirement Gnome

Understanding Boldin’s Chance of Success number

9K views5 months ago

YouTubeThe Retirement Gnome

Master Boldin’s 3 Withdrawal Strategies

2.2K views5 months ago

YouTubeThe Retirement Gnome

Understanding Boldin's Insights Part 2: IRMAA, Lifetime Cash Flow, Income and Expenses, and Savings

1.9K views3 months ago

YouTubeThe Retirement Gnome

Boldin setup - Accounts and Assets

924 views7 months ago

YouTubeThe Retirement Gnome

Understanding Boldin's Insights Part 3: What You Need, Required Distributions, Taxes

1.4K views3 months ago

YouTubeThe Retirement Gnome

I Let AI Break My Retirement Plan — Then Fixed It

16.7K views4 months ago

YouTubeJoe Kuhn

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

4.4K views5 months ago

Mastering Boldin's PDF Report: Sections, Tips, and Limitations

5.6K views4 months ago

YouTubeThe Retirement Gnome

Why I Use Boldin AND a Human Planner #retirementplanning #investing #helpmemakethismakesense

662 views3 months ago

YouTubeThe Retirement Gnome

Understanding Boldin's Insights Part 4: Surplus-Gap, Retirement Withdrawals, Spending Guardrails

2.4K views3 months ago

YouTubeThe Retirement Gnome

Boldin setup - Healthcare and one-time expenses

926 views7 months ago

YouTubeThe Retirement Gnome

📊 Boldin Free vs Paid 2026:💰Is it Worth Paying??

88 views4 months ago

YouTubeModest Money - Reviews & Coupons

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