Boldin is a very robust tool if you want to take control of your financial future. You don't have to do it alone. There are one-on-one coaches, on-demand classes and an extremely powerful AI. The team... Se mere
Virksomheden har svaret
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
I've been using Boldin for several years now. It helped me be confident in starting early retirement last year at 59! I LOVE being retired! Using the Boldin scenarios, I gave myself 2 (working) years... Se mere
Virksomheden har svaret
I used spreadsheets for retirement preparation and felt ok with my numbers. After using the free trial of New Retirement I was sold with the depth of information and ease of making changes. I signed u... Se mere
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Majority of functionality is great. However, I’ve had challenges working through a type of spend (charity giving) with results that don’t make sense…and I can’t figure out a solution. I’ve tried the... Se mere
Virksomheden har svaret
Virksomhedsoplysninger
Skrevet af virksomheden
Boldin is a comprehensive financial planning platform on a mission to help anyone get confident and achieve financial independence — so they can make the most of their money and time. Used by millions of individuals seeking unbiased, technology-driven guidance, Boldin gives people the tools to build a complete, personalized financial plan. Over 450,000 individuals have built full plans on the platform, and 85% of users report feeling more confident about their money after using it. What sets Boldin apart is the depth and breadth of planning in one place. The software goes well beyond savings to cover Social Security, taxes, healthcare, real estate, debt, cash flow, insurance, and longevity — helping users model scenarios, stress-test decisions, and explore strategies like Roth conversions and withdrawal sequencing. AI-powered guidance, interactive visualizations, and educational classes make complex decisions easier to navigate. For those who want extra support, Boldin offers digital coaching and access to CERTIFIED FINANCIAL PLANNER® professionals through Boldin Advisors — pairing the affordability of technology with the reassurance of human expertise. Whether planning for retirement, a major life transition, or long-term financial wellness, Boldin helps people take ownership of their financial future.
Kontaktoplysninger
1 Belvedere Drive, Suite 200, 94941, Mill Valley, USA
- customer_service@boldin.com
- www.boldin.com
4,7
Fremragende
186 anmeldelser
Bed kunder om at skrive en anmeldelse
Denne virksomhed inviterer sine kunder til at skrive en anmeldelse, uanset om den er positiv eller negativ
Har besvaret 50 % af deres negative anmeldelser
Svarer typisk inden for 24 timer
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
Simple and powerful for DIY retirement planning
Straightforward process to enter data, flexible scenario generation, clear visuals to explain results and powerful AI feature to dig deeper and ask “what if”.
28. oktober 2026
Besvarelse fra Boldin
We appreciate you taking the time to leave 5 stars! We’re glad you’re getting so much out of Boldin’s planning tools. Don’t hesitate to reach out if you ever need a hand.
Great Tool - gives confidence
Boldin has been extremely helpful in creating our retirement financial plan. The plan has given us a high degree of confidence as we are now 6 months into retirement and starting to live our dreams. For us the ROTH conversions tool along with the IRMA. RMD and tax estimates have been especially helpful in establishing our longer term plan and save on taxes.
27. oktober 2026
Besvarelse fra Boldin
We really appreciate your kind words! Knowing you feel more prepared in retirement means a lot to our team. We’re here whenever you need us.
Overall Boldin is a very useful tool.
The app is excellent! The videos and articles are very well done and helpful. When I have engaged with people for consultation they have been good, not exceptional.
28. oktober 2026
Besvarelse fra Boldin
Thanks so much for sharing your experience! If you have ideas on how we can improve, our team is always listening.
I love being able to run scenerio's on…
I love being able to run scenerio's on my own without having to go back and ask my financial planner.
28. oktober 2026
Besvarelse fra Boldin
Thank you for the great review! We’re glad you’re enjoying building scenarios and seeing how different choices play out. Reach out anytime if you want help exploring more options.
The Boldin app is a great value
The Boldin app is a great value! It has paid for itself many times over - in terms of money saved, anxiety quelled, problems solved, hidden gotchas revealed and questions answered!
28. oktober 2026
Besvarelse fra Boldin
Thank you for taking the time to share this! We’re so glad Boldin helps you feel better about retirement planning. Our team is always here to support you.
Great weekly articles
Great weekly articles. Great training sessions. Great user community and support for it. Great pace of tool improvement. And great policy for holding renewal price to the initial rate you bought in at.
28. oktober 2026
Besvarelse fra Boldin
Thank you so much for the great review! We’re always working to make Boldin even better, and we’d love to hear what would make it a 5-star experience for you.
The AI resource is great
The AI resource is great. I use it in conjunction with Chat GPT and my confidence in retirement has increased 100%.
28. oktober 2026
Besvarelse fra Boldin
Thank you! It’s great to hear the projections are giving you confidence that your plan is on track.
Its s great tool love it
Its s great tool love it, I actually prefer it over a finacial advisor. I have recommended it to ithers many times over the last few years
28. oktober 2026
Besvarelse fra Boldin
Thank you for the recommendations! We're glad to have you part of the Boldin community.
Besvarelse fra Boldin
Thank you for your review! We’re continuing to improve it, so there’s even more to come.
This is a great platform
This is a great platform! I can see my status in one place in real time. I can change expectations and see the impact. Everything just works! And, they're constantly updating it's capabilities. Although I haven't attended classes or used their expert help, I love that they make this available.
27. oktober 2026
Besvarelse fra Boldin
What a great review to read. Thank you! We’re so happy to be part of your retirement journey, and we’re here whenever you need us.
Besvarelse fra Boldin
Thanks for the 5 stars! Happy planning!
Best financial planning tool on the planet.
Best financial planning tool on the market! I've tried countless others over the past several years and NOTHING comes close. Robust. Flexible. Usable. Reasonably priced. I would not be where I am today without it.
27. oktober 2026
Besvarelse fra Boldin
Thanks so much for the support! Reviews like yours keep our team motivated to keep making Boldin better.
Besvarelse fra Boldin
Thank you! Hearing that you feel more confident about your future is exactly why we do what we do.
Easy way to model potential futures.
27. oktober 2026
Besvarelse fra Boldin
Thanks for the fantastic review! Here’s to a future you feel great about.
Powerful yet easy to use software
Powerful yet easy to use software; Superb online help and documentation; Excellent customer service; Effective Management
27. oktober 2026
Besvarelse fra Boldin
Thank you for the shout-out! We’ll be sure to pass your kind words along to the team.
Comprehensive review of our financial picture all in one place
Keeps my finances, investments all together in one place. Really like the net worth feature as well as the ROTH conversion tool and help with lifetime taxes.
1. oktober 2026
Besvarelse fra Boldin
Thank you for the review! It’s great to hear the Roth conversion and tax tools are helping you plan more strategically.
Love the software
Love the software. I have been using it for 3-years. It made the difference for me in deciding I would be OK to retire sooner than I thought. I intend to maintain my subscription until end of plan, so long as the price does not go up to high.
I have repeatedly said to my adult children and siblings that I wish this application had been around and was affordable 30 years ago. It is a great planning tool, and is very useful and usable by the DIY’r.
27. oktober 2026
Besvarelse fra Boldin
We love hearing this! Thank you for the wonderful review and for spreading the word about Boldin!
Detailed, big picture plan
It’s a great, comprehensive package that addresses the majority of my retirement planning needs.
26. oktober 2026
Besvarelse fra Boldin
We appreciate you! Thanks for being part of the Boldin community.
I use it weekly
I use it weekly. It has kept me informed as to the state of my financial retirement. I would and do recommend it highly
27. oktober 2026
Besvarelse fra Boldin
We appreciate you spreading the word! Reviews like yours help others discover a better way to plan for retirement.
Great Tool
Have been with them since early on and they just keep making the tool better and better.
27. oktober 2026
Besvarelse fra Boldin
Thank you for the 5 stars! We’re always working on new features, so there’s even more to look forward to.
Dette er Trustpilot
Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.
Vi bruger en kombination af dedikerede medarbejdere og avanceret teknologi til at beskytte vores platform. Find ud af, hvordan vi bekæmper falske anmeldelser.
Læs om anmeldelsesprocessen på Trustpilot.
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Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.