Get Started Series 9 - Recurring and Large Planned Expenses

Описание: to episode 9 of our Get Started Series! In this episode, Nancy Gates, Boldin’s Senior Manager of Services, walks you through how to enter your recurring and large expenses in the Boldin Planner—so your plan reflects your real-life spending habits now and into the future.

Learn how to use both the Basic and Detailed Budgeters, model future lifestyle changes, and account for major one-time expenses like tuition, travel, or auto purchases. Whether you're planning your retirement lifestyle or managing today’s budget, this step is essential to building a confident and sustainable plan.

Key Topics Covered:
✅ How to enter recurring expenses (essential and discretionary)
✅ The difference between the Basic vs. Detailed Budgeter
✅ How to model changes in spending during different life phases
✅ How to account for tax-deductible expenses
✅ How to enter large, one-time planned expenses
✅ How disbursements work for tuition, charitable giving, and more
✅ How to avoid underfunded expense errors with smart withdrawal strategies

⏱️ Timestamps:
00:00 Welcome to Day 9: Recurring and Large Expenses
00:22 Recurring expense examples + what to exclude
00:46 Planning for lifestyle changes across your retirement timeline
01:12 Why use the Detailed Budgeter for essential vs. discretionary
01:32 Must-spend vs. like-to-spend budgets explained
01:59 Tax-deductible expense handling in the planner
02:30 Adding large, one-time planned expenses
03:09 Modeling tuition, charitable giving, and annual costs using disbursements
03:22 – What’s next: Medical, Medicare & Long-Term Care

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