How Retirement Buddy Works
From anxious to confident in 15 minutes—no spreadsheets required
The Setup Process
From anxious to confident in just 15 minutes—no spreadsheets required
Chat with Your AI Advisor
15 minutes of conversational Q&A—no forms, no spreadsheets, just plain English.
Tell us about your life, your goals, and your concerns in your own words.
Review Your Personalized Plan
Monte Carlo scenarios generated instantly based on your unique situation.
See your retirement probability and actionable recommendations immediately.
Stay on Track
Proactive reminders and updates keep your plan fresh and relevant.
Quarterly check-ins, life event alerts, and market change notifications.
No forms • No spreadsheets • Just conversation
Your Plan Evolves With You
Set it once, stay confident forever. Retirement Buddy keeps your plan fresh and actionable.
Continuous Monitoring
Your plan stays current with regular updates and adjustments as your life evolves.
Proactive Reminders
Quarterly check-ins ensure you never miss important life events or financial milestones.
Scenario Refresh
Market changes? Life changes? Update your scenarios instantly with a simple conversation.
Never start from scratch again. Your AI advisor remembers your goals, your situation, and your preferences—updating your plan is as simple as having another quick conversation.
The Best of Both Worlds
More powerful than DIY tools, more accessible than financial advisors
Not Your Typical DIY Tool
vs. Boldin, spreadsheets, and other calculators
DIY Tools
- You do all the work
- Guess at assumptions
- Spend hours learning the tool
- Static, one-time calculations
- No reminders—you must remember to update
- You're on your own when feeling anxious
Retirement Buddy
- AI does the analysis for you
- Expert guidance on assumptions
- Just have a conversation
- Living plan that evolves with you
- Proactive reminders when things change
- Emotional support and encouragement
Not a Financial Advisor
vs. traditional financial advisors
Financial Advisors
- Expensive ($1,000s per year)
- Time-consuming in-person meetings
- Limited availability
- Slow to update your plan
- You must schedule time for updates
- Encouragement only during meetings
Retirement Buddy
- Affordable ($3/month)
- Instant updates, 24/7 access
- Always available when you need it
- Real-time scenario updates
- Proactive reminders and check-ins
- Ongoing emotional support anytime
Find Your Starting Point
Everyone's retirement journey is different. See how Retirement Buddy helps people like you.
Are you Overwhelmed?
Too many choices, too much information, not enough time to figure it all out.
Learn More →Are you Indifferent?
Retirement feels far away, and you're not sure if you should even care right now.
Learn More →Are you Fearful?
Worried you'll never have enough, scared of making the wrong financial decisions.
Learn More →Are you Debt-Burdened?
Student loans, credit cards, mortgage—how can you even think about retirement?
Learn More →Ready to Get Started?
Join thousands of people who have found confidence in their retirement plan