Build Your Retirement Plan Yourself with Boldin (Part 3: Going Deeper)
Автор: Zach Lundak, CFA, CFP®
Загружено: 2025-09-12
Просмотров: 821
Boldin is a retirement planning software and services company founded by Steve Chen. This video aims to help both new and intermediate users navigate these tools effectively.
A detailed walkthrough is provided using a case study featuring John, a 60-year-old nearing retirement, and his wife, Jane.
Part 3 in a series designed to provide tips and help users make the most of Boldin's offerings.
00:00 - Introduction & Setting Today's Dollars
00:17 - Inflation Adjustment & Return Assumptions
00:34 - Adding Assets & Savings Overview
00:53 - Other Assets (Art, etc.)
01:11 - Scenario Manager: Buying a Mountain House
02:17 - Home & Real Estate Details
03:03 - Estate Planning & Legacy
03:34 - Healthcare Expenses & Medicare
06:45 - Long-Term Care & Final Thoughts
07:04 - Financial Wellness Score & Outro
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