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Comparison

Boldin vs PortfolioPilot

Boldin

boldin.com

Worth it
Confidence: Medium

Buy if you are a serious DIY retirement planner willing to invest hours of data entry for deep scenario and tax modeling.

Read the full report

Pick Boldin when

  • Serious DIY retirement planners
  • Pre-retirees modeling withdrawals and Roth conversions
  • FIRE community followers
  • Households consolidating all accounts in one plan

When Boldin is not a fit

  • Anyone wanting a 10-minute retirement estimate
  • People unwilling to grind through detailed data entry
  • Hands-off investors who want managed advice
  • Privacy-cautious users who won't link accounts

Sources

  1. Is Boldin (formerly NewRetirement) worth $120/year?reddit.com
    review
  2. Boldin Review: Features, Pricing and Competitors (SmartAsset)smartasset.com
    review
  3. Boldin Review: An Online Retirement Calculator on Steroids (White Coat Investor)whitecoatinvestor.com
    review
  4. Boldin Pricing pageboldin.com
    official
  5. PlannerPlus Price Is Increasing July 14boldin.com
    official
  6. Boldin Security pageboldin.com
    security
  7. Anyone done the $2800 Full Review with a Boldin coach?reddit.com
    review
  8. Boldin 2026 Company Profile (PitchBook)pitchbook.com
    news
  9. NewRetirement Rebrands As Boldinwealthmanagement.com
    news
  10. Boldin Reviews: Real Customer Storiesboldin.com
    official
  11. FYI - free version is limited (r/Fire)reddit.com
    review
  12. Please be aware that some data such as account...reddit.com
    review
  13. Read Customer Service Reviews of boldin.com (Trustpilot)trustpilot.com
    review
  14. Nationwide Deploys NewRetirement case studyboldin.com
    official