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

“Coach Nancy” joined the Boldin team in 2021 after a 30-year career as a Spanish teacher, bringing with her a lifelong passion for teaching and empowering others. She’s become an essential member of the Boldin team, playing a key role in helping shape the direction of the Boldin Planner—the most powerful DIY planning tool available. You may meet her during Classes, Office Hours, or Live Plan Review Sessions.
Schedule a 1:1 Coaching Session
$250
per session