With Boldin, you’ll get an accurate, powerful roadmap 🗺️ backed by thousands of calculations 🧮. ✅ Simulate your future ✅ Optimize Roth conversions ✅ Get coaching when you need it | Boldin
0:14
With Boldin, you’ll get an accurate, powerful roadmap 🗺️ backed by th…
435.9K views6 months ago
FacebookBoldin
With Boldin, you’ll get an accurate, powerful roadmap 🗺️ backed by thousands of calculations 🧮. ✅ Simulate your future ✅ Optimize Roth conversions ✅ Get coaching when you need it | Boldin
0:20
With Boldin, you’ll get an accurate, powerful roadmap 🗺️ backed by th…
9.4K views6 months ago
FacebookBoldin
Roth Conversion Analysis Software and Optimal Strategy
Roth Conversion Analysis Software and Optimal Strategy
Sep 26, 2021
theskilledinvestor.com
Most People Get This Wrong in Boldin (And Don't Even Know It)
14:50
Most People Get This Wrong in Boldin (And Don't Even Know It)
16.6K views3 weeks ago
YouTubeReflections & Real Talk
Uncovering Boldin's Hidden Assumptions
18:17
Uncovering Boldin's Hidden Assumptions
3.2K views2 weeks ago
YouTubeThe Retirement Gnome
Become a Boldin AI Super User
12:30
Become a Boldin AI Super User
7.2K views2 weeks ago
YouTubeThe Retirement Gnome
Boldin Advisors Answer Your Top Retirement Questions | Office Hours
17:13
Boldin Advisors Answer Your Top Retirement Questions | Office Hours
6.5K views1 month ago
YouTubeBoldin
12:22
6 Reasons to AVOID a ROTH Conversion
46K views2 weeks ago
YouTubeHoly Schmidt!
13:13
Modeling Roth Conversions
8.1K viewsOct 30, 2020
YouTubeHolistiplan
7:13
At What Point Should I Consider Making Roth Conversions
81.7K viewsAug 8, 2021
YouTubeJames Conole, CFP®
8:40
The Sweet Spot in ROTH IRA Conversions and Chunking
239.1K viewsOct 16, 2019
YouTubeMark J Kohler
11:14
Roth IRA Conversion EXPLAINED (Roth Conversion Strategies for ta…
108.3K viewsDec 5, 2020
YouTubeFinancial Awareness
17:10
What is a Roth Conversion and When Does a Conversion Make Se…
15.5K viewsJun 4, 2021
YouTubeMerit Financial Advisors
10:26
Roth IRA Conversions in ProjectionLab
15.2K viewsMar 2, 2024
YouTubeProjectionLab
8:56
Modeling ROTH Conversions in Holistiplan
1.2K viewsJan 3, 2023
YouTubeHolistiplan
8:57
Boldin Beta Rates A Look
1.2K viewsMar 14, 2025
YouTubeI was Retired!
34:31
Should You Do A Mega Roth Conversion? (FQF)
53.2K views9 months ago
YouTubeRob Berger
3:00
Roth Conversions 101
2.8K views3 months ago
YouTubeAri Taublieb, CFP®
4:01
Get Started Series 8 - Income
2.9K viewsApr 14, 2025
YouTubeBoldin
9:38
How to Use Boldin
6.5K viewsMar 27, 2025
YouTubeThe White Coat Investor
9:12
New in Holistiplan- Multi Year Roth Projections!
1.2K viewsNov 18, 2024
YouTubeHolistiplan
0:41
Boldin Tip: Present vs. Future Dollars
5.7K views3 months ago
YouTubeRob Berger
6:11
Surprising Truth About ROTH Conversions After 70
12.8K viewsApr 11, 2024
YouTubeDarryl Rosen MBA, RICP
3:46
Get Started Series 11 - Money Flows
6.1K viewsApr 21, 2025
YouTubeBoldin
29:05
What is the Tax Triangle? (FQF)
38.4K views9 months ago
YouTubeRob Berger
17:11
A Smarter Way to Model TIPS Ladders in Retirement Planning S…
11.6K viewsApr 9, 2025
YouTubeRob Berger
8:04
Monte Carlo Simulation Explained: Smarter Retirement Planning in B…
16.7K views9 months ago
YouTubeBoldin
15:37
How Bracket Filling Can Lower Your Tax Bill in Retirement
58.1K views10 months ago
YouTubeRob Berger
8:11
🎯 Boldin Pricing 2026: 📋 Full Plan Breakdown
250 views3 months ago
YouTubeModest Money
12:58
WARNING: Roth Conversions CAN Hurt Your Retirement Plan (Explai…
73.2K viewsOct 1, 2022
YouTubeMerit Financial Advisors
See more videos
Static thumbnail place holder