Live classes offered daily

The Boldin Way to Plan

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 Retirement Planner.
  • Overview of the software
  • Explanation of Planner operations and calculations
  • Guidance on entering your information
  • Demonstration of important features
  • Insights on assessing your results
  • Financial literacy, personal finance, and financial wellness tips
Stay up-to-date

Upcoming Live Events

All events are in EST

View Recent Sessions: The Boldin Way to Plan

LIVE SESSIONS offered ON A REGULAR BASIS

Office Hours

Join these Q&A sessions to learn from the Boldin team and your peers.
  • Explanation of Planner operations and features
  • Information on new and planned features
  • Answers to your questions
  • Collaboration with other users
  • Demonstration of the Roth Conversion Explorer
  • Financial literacy, personal finance, and financial wellness tips
Write your awesome label here.

View Recent Sessions: Office Hours

Meet the TEAM

Boldin's Financial Wellness Team


Nancy Gates

Nancy joined the Boldin 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 educate and support the NewRetirement community and others in building financial literacy and improving their financial wellness.

You may meet her during Classes, Office Hours, or Live Plan Review Sessions.

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 bldin.

Mike Richardson

Mike joined the Boldin team in 2024 after 30+ years in consulting and corporate America. He is a retired former executive pursuing his dreams in retirement as he works to publish a book, provide support to those planning for retirement, act as an AARP Tax Aide volunteer, and spend time with his family.  

Mike loves to discuss financial wellness and helping others prepare to live their dreams in retirement.
Schedule a 1:1 Coaching Session
$250
PER SESSION

Course reviews

It’s a fantastic very affordable resource that is relevant with sophisticated in-depth software, I was further impressed with the true care added by the education resources made available - even live zoom classrooms! I kept being amazed further to find free consultation and even the ability to engage with a fee based Advisor. Thank you NewRetirement, you were just what I was looking for.
Kelly