Boldin Power-Up Tuesday : Smart one-time expenses, overlooked lumpy expenses, and a smart prompt
Boldin Power-Up Tuesday Episode 3 Welcome back to another PowerUp Tuesday! In this episode, we are diving deep into expenses—specifically, how to handle those big, lumpy, one-time costs so they don't break your retirement plan. David shares a brilliant Boldin hack for tracking future costs, a major mistake retirees make with "hidden" expenses, and a custom Boldin AI prompt you can copy and paste right now to stress-test your budget. If you enjoyed the video (or my brand-new "studio" backdrop!), please hit that Like button and drop a comment below! ⏱️ Timestamps 0:00 – Welcome to PowerUp Tuesday and Studio Tour 0:43 – The Boldin Pro Tip: Smart One-Time Expenses 2:35 – The Mistake to Avoid: Overlooking Hidden "Lumpy" Expenses 4:14 – Boldin AI Power Prompt 5:21 – Wrap Up: Here's to an Amazing Retirement! 🚀 The Boldin AI Power Prompt Copy and paste the prompt below directly into Boldin’s AI assistant to see if you have any blind spots in your current retirement budget: [Role: You are my economist and expert Boldin coach. Context: I use the detailed budgeter and recently updated it. Task: Look closely at my detailed budgeter. Explain any mistakes, bad assumptions, or other errors that need correction. Explain whether my costs are reasonable for a retired couple living in [where you live]? Have I overlooked any key costs? Make suggestions to improve my plan. Present the data as a bulleted list. Do not make up anything. You have my explicit permission to not know things.] (Note: This works best if you are using Boldin’s Detailed Budgeter rather than the basic version. Always review AI suggestions before applying them to your plan!) Extra: Bonus footage if you stay to the end.

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