Boldin Financial Planner Review: Financial Freedom Made Easier
/I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his company. Since first writing about Boldin (formerly NewRetirement) in 2020, I’ve seen how much the platform has evolved and expanded its offerings.
The world needs a financial planning tool that takes a holistic approach to wealth management. As someone with real estate investments, alternative investments, private investments, and two young children who may attend college one day, I’ve found Boldin excellent for managing a complicated net worth beyond just stocks and bonds.
Recently, I was also grappling with questions about what qualifies as income versus capital gains when withdrawing from a 401(k), IRA, Roth IRA, and taxable brokerage accounts in retirement. At 47, I’m 13 years away from traditional retirement, and I’m focused on creating a tax-efficient withdrawal strategy to maximize my funds. Boldin offers the tools and guidance to address these complex, yet essential, questions.