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Financial advisor Robert Bolden speaks about the many financial planning opportunities to save for young growing families in their 30s. Tax planning insurance and investment management

Go Banking Rates: Here’s How Much Money You Should Have in Your Savings Account in Your 30s.

In an article on GoBankingRates, our founder offers expert advice on how much money individuals should aim to have in their savings accounts by their 30s. The article emphasizes the importance of building a robust emergency fund, saving for future goals, and maintaining financial stability. It provides practical budgeting tips, setting savings targets, and prioritizing financial health to ensure a secure financial future.

Financial advisor and lead wealth manager sits down to talk finance for athletes and young growing families

MacDon & Associates-EXP Realty: Podcast Recording

Financial advisor Robert Bolden sat down with Rory McDonald to speak about thinking Big when it comes to money and common pitfalls that growing families and athletes face when it comes to money management. Robert shared some of his mistakes in his young football and financial career and how some of those same principles have been a catalyst for how he approaches putting a “gameplan” together for former athletes and families to quarterback their financial lives.

Financial Planning Magazine: How advisors can help clients plan financially for weddings

It’s Q3! You know what that means, right?! That’s it, we are in peak wedding season! This article discusses the financial complexities of wedding planning and how advisors can support couples through budgeting, managing expenses, and making informed financial decisions. Emphasizing early planning and clear communication, our founder shares valuable strategies for merging finances, discussing prenuptial agreements, and balancing wedding costs with long-term financial goals.

Financial Literacy for PhD Students: Learning to Budget Your Money

In a recent article on PhDs.me, I was featured as an expert on financial wellness and budgeting for PhD students. The interview highlights the importance of financial literacy and provides practical advice for students to manage their finances effectively. Key points include the benefits of early financial planning, strategies for budgeting, and tips for maintaining financial stability during academic pursuits. Our founder emphasizes the value of setting clear financial goals and using budgeting tools to achieve long-term financial health.

Los Angeles Times: The average wedding costs $41,000 in California. 16 couples share what they really spent

I got engaged to my wife in October 2022 and had the wedding we desired less than one year later in September 2023. Having just recently planned, executed, and reflected on my wedding in September 2024 - I took this time to share some of my thoughts and experiences about the process with Kailyn Brown of the Los Angeles Times.

In the piece, I share some expert insights into couples' common financial challenges during the engagement, such as budgeting for the wedding, merging finances, and setting financial goals for their future together. The article highlights the importance of early financial planning and how it can alleviate stress and strengthen the foundation of the couple's relationship.