On Track for Retirement Spreadsheet
Are you ready for retirement, but aren't quite sure if you can make it work yet? Are you looking for a quick, high-level reality check to see if you're on track?
If so, look no further. The On Track for Retirement Spreadsheet is a quick and easy way to make sure that you're progressing toward your desired retirement date.
Whether you're considering retirement next week or in ten years, the On Track for Retirement Spreadsheet will walk you through a high-level view of your progress, just as we've done in our popular YouTube video series.
Filling out this spreadsheet can help you:
- Estimate your retirement living expenses,
- Estimate how much you'll need to save for retirement, and
- Compare your current projected savings against what you'll need.
Not good with math? No problem. I've created this handy spreadsheet with all the formulas to do the heavy lifting. It's yours to keep and adjust. (The spreadsheet is in Excel format.)
While there's no substitute for a full financial plan, the numbers we'll run in this course will give you an idea of whether or not you're in the ballpark when it comes to funding your retirement.
1 Module
On Track for Retirement Spreadsheet
In this mini-course, we'll guide you through the spreadsheet and help you answer some of the following questions:
- How much should you plan to spend in retirement?
- How much will you need to save in order to support that kind of spending?
- How are your current investments tracking toward meeting your savings needs?
Not good with math? No problem. We've included a spreadsheet that you can download and keep to do all of the heavy lifting. (MS Excel format).
When you complete the On Track for Retirement Spreadsheet you'll have a good idea of whether you're on track for retirement or not.
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