Boldin Financial Planning Tool

Ditch the spreadsheets and go beyond savings and investments with Boldin financial planning software. Empower yourself as a DIY investor to take control of all the variables that impact your wealth, retirement timing, and long-term financial security.

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“[Boldin] is so much more than just a retirement calculator. It's a robust financial planning software. The quality of the financial plan it generated was actually far higher than I have seen come from many professional financial advisory firms. When combined with a financial literacy course, such as our Fire Your Financial Advisor course, this could be a powerful tool for someone looking to bridge the gap between hardcore DIY financial planning and paying thousands to a financial advisor.”

Go to Dr. Jim Dahle's review of the retirement calculator

Using Boldin to Plan Your Financial Life

Using the Boldin planning software, you will organize all of your finances in one place, and you'll have the insights, support, and resources to navigate little decisions, big life changes, and the unexpected things that pop up along the way.

The White Coat Investor has partnered with Boldin to bring you the ultimate financial planning software designed with high-income do-it-yourself investors in mind. This robust, easy-to-use tool is much more than a retirement calculator, and it enables you to do better with your money, time, taxes, housing, insurance, and much more.

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Boldin Retirement Financial Planner Tool Benefits

  • Comprehensive Financial Assessment: Evaluates current savings, investments, and projected earnings to provide a full-picture analysis.
  • Develop a Reliable Financial Plan: Establish a clear path to the life you want with comprehensive planning tools that no other free retirement calculator or financial planning software offers. Upgrade to PlannerPlus for just $144 per year at any time.
  • Customizable Scenarios: Run “what if” scenarios and experiment with different retirement ages, income streams, and lifestyle choices to see their impact on your retirement.
  • Actionable Insights: Find out if you are on track toward financial independence and receive personalized recommendations to improve your financial health and retirement readiness that would cost you thousands with an advisor.

Build Your Personalized Financial Plan

  • Discover Your Retirement Age: Find out when you can comfortably retire based on your current trajectory and explore adjustments for an earlier or later retirement.
  • Optimize Your Savings: Learn the best strategies for your retirement accounts—from 401(k)s to IRAs—and how to maximize their growth.
  • Plan for the Unexpected: Prepare for healthcare costs, inflation, and other uncertainties with a robust forecasting model.
  • Estate Planning and Legacy: Incorporate estate planning into your retirement strategy to ensure your legacy is preserved.

Boldin Financial Planning Software FAQs

Take control. Make the right decisions for today’s priorities and tomorrow’s possibilities.
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