My Retirement Plan

Are you on track for retirement? Download this DIY Retirement Plan to find out.

 

Once you download this spreadsheet you can:

1. Input your income and expenses to get to your CASH FLOW

2. Input your assets and debts to get you NET WORTH

3. Choose your return and inflation ASSUMPTIONS (with our simple guidance)

4. Make a few PLANNING CHOICES

5. The spreadsheet tells you if you are saving enough and/or how much additional you need to save

6. Pre-experience and compare your lifetime PORTFOLIO VALUE under different circumstances by saving different versions with different inputs

7. You can stress-test your own plan by lowering return rates, retiring earlier, increasing inflation, etc.

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