INTRODUCTORY COURSE

Intro to Planning Course

This course will help you get the most out of the NewRetirement platform. Increase your financial literacy and learn more about creating a comprehensive financial plan over 8 weeks with the Boldin Team.
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What is in this course?


  • Lesson 1: Welcome, introduction, and values
  • Lesson 2: Today’s Assets; savings and other assets, savings priorities and contributions
  • Lesson 3: Today’s Assets; home and real estate, debts
  • Lesson 4: Today’s Income; secure, variable, and excess income
  • Lesson 5: Today’s Expenses; recurring, one time, home and real estate, and healthcare expenses
  • Lesson 6: Tomorrow’s Expenses; life’s phases, recurring, home and real estate, Medicare, and long term care expenses
  • Lesson 7: Tomorrow’s Income; Social Security, pensions, annuities, RMDs, savings drawdowns, and retirement paycheck
  • Lesson 8: See where you stand, learn what else is possible, and take action

Course reviews

These sessions are helpful as overviews of financial and retirement planning. Even more importantly, they’re an excellent way to learn about both the features and the limitations of the model.
Course Participant
Meet the instructor

Nancy Gates

Nancy has a lifelong passion for educating and empowering others around financial wellness. She joined the Boldin team in 2021 after a 30 year career as a Spanish teacher and World Language Department leader. Grateful for the opportunity to be a member of the Boldin team and community, her goal is to support you in leveraging the Boldin platform to its fullest potential, feel confident in your financial decisions, and enjoy the life of your dreams.
Schedule a 1:1 Coaching Session
$250
per session