Monday

Intro to The Boldin Way to Plan

Tuesday

Goals and Assumptions OR
Accounts and Assets

Wednesday

Income Planning
OR
Expense Planning

Thursday

Scenarios
OR
Explorers

Friday

See Where You Stand 
OR
Home and Real Estate

Daily

Live Classes!

LIVE classes

The Boldin Way to Plan Live Series

Drop into these daily classes and increase your confidence. Explore the fundamentals of saving, spending, investing, and protecting your money as you increase your financial literacy. Learn more about planning and how to use the Planner.

Register, Join, or  View our Live Events

Meet the TEAM

Boldin's Financial Wellness Team


Nancy Gates

Nancy joined the NewRetirement team in 2021 after a 30 year career as a Spanish teacher and World Language Department leader. She has a passion for communication, educating and empowering others, and personal finance.

Nancy’s goal is to support, educate, and empower you so you can feel confident in your financial decisions and enjoy the life you want to live.

Jean Allen

With Masters degrees in both Life Coaching and Management & Leadership, Jean is passionate about empowering individuals to live their most authentic and fulfilling lives. She wants you to feel confident about your ability to fund a secure financial future.

Jean has 9 years of financial coaching experience. In her most recent position with the United States Navy, she helped service members and their families create financial goals and an actionable plan for achieving them.

Rae DeBruyne

With strong analytical inclinations and desire for meaningful work making a difference in the lives of others, Rae enjoys exploring plans with users, guiding them through all the capabilities of the tool, and helping address their financial questions along the way.

She currently serves as a Financial Wellness Coach and Business Analyst at NewRetirement.