VERDICT
DIY retirement and financial planning software (formerly NewRetirement) - boldin.com
Worth it. Buy if you are a serious DIY retirement planner willing to invest hours of data entry for deep scenario and tax modeling. Skip it if you want quick estimates, hands-off advice, or refuse to link financial accounts.
Medium. Based on ~25 public sources (Reddit threads, review sites, official pages, funding data).
$0
Basic
medium
PlannerPlus price rising for new subscribers only; earlier joiners pay less
medium
Users report surprise over which account data is shared; check linking settings carefully
medium
$2,800 full review with a coach is a big upsell; subscribers dispute its value
low
Free tier is a funnel; community warns real use needs the paid plan
Value for money: 3/5
Rating
$0
Starting price
14
Sources
Analyzed
$0
from $120/yr
$2,800 one-time
Boldin states it adheres to SOC2; no breaches or CVEs found in sources reviewed, though users raise data-linking privacy questions.
Users praise the planning depth but repeatedly debate whether the subscription is worth it, complain about setup effort, and question account-linking privacy.
“Is Boldin (formerly NewRetirement) worth $120/year?”
“Is entering info into Boldin easy or a pain in the ass?”
“Worth it to keep paying for retirement planning software?”
Compare Boldin with each alternative.
Comparable retirement planner with a simpler, economy-based approach
Boldin vs MaxiFiAI-driven retirement and portfolio planning alternative
Boldin vs PortfolioPilotOpen-source, privacy-first portfolio tracker; no account linking
Boldin vs GhostfolioFree modeling tools if you already bank with Fidelity
Based on ~25 public sources (Reddit threads, review sites, official pages, funding data).
Deep DIY retirement planner with strong tax/Roth tools; free tier exists but setup is heavy and value is debated at $120+/yr.
Based on ~25 public sources (Reddit threads, review sites, official pages, funding data).
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