The Secret Weapon for Retirement DIYers | Interview with Boldin CEO
Holy Schmidt!
@holyschmidtAbout
At Holy Schmidt!, we help you get the most out of your retirement. Whether you’re getting close, already retired, or just starting to plan, you’ll find smart, simple, and effective answers here - with no politics, no agendas, and no spin. The only side we’re on is yours. We cover Social Security, Medicare, taxes, income, and net worth, focusing on money rules that work and mistakes to avoid. We also discuss what truly matters in retirement: happiness, safety, security, and social well-being. Subscribe and turn on notifications. We post three times per week and host a live stream every Tuesday at 7:00 PM ET. Geoffrey Schmidt, CPA Director of the Retirement Ready Academy Award-Winning Author and International Speaker Note: All images, clips, sounds and music are either my own, or I own the license to use them on this channel and on my other social media sites, websites and podcast.
Latest Posts
Video Description
This is an in depth interview with Steve Chen, CEO of Boldin (f/k/a NewRetirement), the personal financial planning software that I personally use and recommend. Steve talks about Social Security, tax and retirement planning, the evolution of the company, what users can expect from Boldin software, and what's coming next for Boldin! Try Boldin for 2 weeks free (affiliate link): https://go.Boldin.com/Schmidt _____________________________________ OUR THREE MOST POPULAR YOUTUBE VIDEOS OF 2024 10 CHEAP Purchases That Make Retirement SO Much Better: https://youtu.be/Rp3eLIJVlPs 7 Things a Retiree Should NEVER Disclose: https://youtu.be/8Vekr5Nwlfg 8 Ways You Can LOSE Your Social Security Payment: https://youtu.be/W8K9DgGUznA _____________________________________ OUR THREE MOST POPULAR ARTICLES ON HOLYSCHMIDT.COM How to Find the Right Medicare Plan: https://hlyshm.it/BestPlan Give My Regrets to Spreadsheets: Why You NEED Personal Financial Planning Software in 2025: https://hlyshm.it/ha2 Financial Tools Worth Every Penny: https://hlyshm.it/ha3 _____________________________________ OTHER IMPORTANT LINKS: FREE Retirement Ready Checklist: https://hlyshm.it/ha5 Follow Me on Instagram: https://hlyshm.it/ha6 Geoff's Facebook Page: https://hlyshm.it/ha7 Federal Reserve Board Survey of Consumer Finances: https://www.federalreserve.gov/econres/scfindex.htm Social Security Administration Application for Benefits https://secure.ssa.gov/iClaim/rib Current Social Security Cost of Living Adjustment https://www.ssa.gov/cola/ Social Security Payment Estimator https://www.ssa.gov/benefits/retirement/estimator.html Channel Disclaimer: this video is for educational and entertainment purposes only and is not meant to be a substitute for legal, accounting, tax, or professional advice. If you have any specific questions about any legal, accounting, tax or other professional service matter you should consult the appropriate professional services provider.
DIY Retirement Essentials
AI-recommended products based on this video
Hedge Trimmer Cordless for Dewalt 20V MAX Battery (No Battery), 22 inch Electric Bush Shrub Edge Trimmer, Brushless Motor, Powerful & Lightweight, 4.4LBS
Cordless Paint Sprayer for Dewalt 20V MAX Battery.Paint Spray Gun with Powerful Motor and 4 Copper Nozzle.650w Electric HVIP Sprayer for House Painting,Furniture, Wall, Door.(NOT Battery)
UGLOEY 5.0Ah 20V Max Lithium Batteries：Replacement for Dewalt 20V Max Battery，Compatible with Dewalt Battery DCB208 DCB200 DCB206 DCB205 DCB204 DCB203 DCB180 Cordless Power Tools，2 Pack
Philips Multigroom 3000 Series All-in-One 13-Piece Trimmer - Shaver and Clipper for Face, Head & Details, Self-sharpening Metal Blades, 8 Length Settings, Model MG3939/18
Philips All-in-One 20-Piece Trimmer 5000 Series - Shaver and Clipper for Face, Hair & Body, Self-sharpening Full Metal Blades, 12 Length Settings (0.5-16 mm), Precision Comb, MG5975/28
Philips Multigroom 3000 Series All-in-One 13-Piece Trimmer - Shaver and Clipper for Face, Head & Details, Self-sharpening Metal Blades, 8 Length Settings, Model MG3939/18
Philips All-in-One 20-Piece Trimmer 5000 Series - Shaver and Clipper for Face, Hair & Body, Self-sharpening Full Metal Blades, 12 Length Settings (0.5-16 mm), Precision Comb, MG5975/28
uxcell Brad Point Drill Bits for Wood 10mm x 68mm Right Turning Carbide for Woodworking Carpentry Drilling Tool
Waxed Canvas Multi-Purpose Waterpoof Tool Organizer Bags, Portable Carry On Pouch with 1 Small Detachable Tool pouch and 1 Zipper Pockets, 23.5" X 10.5"|ArmyGreen
