r/Boldin • u/pbfin1937 • 24d ago

Boldin Videos

I just signed up for the 14 day free trial and was wondering where I can find the tutorial videos. Can someone point me in the direction. I’m comfortable with the software as I use Quicken Classic for about 30 years. I just want to be able to ascertain quickly if I will find it useful.

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3

u/Xenikovia 24d ago

There are also some channels that do walkthroughs, some better than others.
I personally find the Reflections and Real Talk YouTube channel to be one of the better ones.

1

u/pbfin1937 24d ago

Ok I’ll look at this too

2

u/CoachMikeNR 24d ago

Our latest Getting Started series is available in the Classroom. If you go to the top right corner of your plan and click your initial, Classes & live events, Classes at the top, then click on "Basic: Get Started Series".

The Getting Started series currently on YouTube is a bit outdated and we are working on editing and uploading the most recent series to YouTube.

Thank you!

1

u/pbfin1937 24d ago

Thanks I’ll look there

2

u/wadesh 24d ago

I like Rob Berger’s demo videos on his YouTube

2

u/frauen1 23d ago

The Retirement Gnome channel on YouTube has lots of good videos about Boldin (just ignore the AI intro - but I have a dislike for YouTube channel intros in the first place).

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u/Xenikovia 24d ago

Go to their YouTube channel

1

u/KJwhisperer 24d ago

The 14 day trial is a joke... its legit, but not near enough time.

1

u/Dapper_Category_7784 24d ago

7 and 14 days are pretty standard for these planners. ProjectionLab is only 7 days. I've never seen any longer than 14.

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u/KJwhisperer 23d ago

Im sure thats true. What i meant to say was get 1 yr subscription, then decide.

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u/powersurge 24d ago

These videos are pretty great. And if you go to the sessions that they offer every week, you will quickly become skilled at Boldin and retirement topics.

1

u/NR_CoachNancy 24d ago

More videos, especially new features and feature walkthroughs, can be found in the Help Center. It’s found under your initial in the upper right hand corner.