This page is intended to share templates and other resources of interest to The Retirement Manifesto Readers. As I develop tools, they will be populated here.
WORKSHEETS – Built By The Retirement Manifesto:
Net Worth Statement: A template for your use in creating your personal net worth statement.
Spending Tracker: A template to track your spending and forecast retirement expenses.
Retirement Cash Flow: A template to allow you to project your cash flow through retirement.
The Bucket Strategy: A template to help you turn your investments into a retirement paycheck.
Year-End Financial Checklist: A checklist based on steps I take every year-end for my family finances.
INFOGRAPHICS – Built By The Retirement Manifesto (click to view)
WORKSHEETS – The Best I’ve Found On The Web
Monthly Budget Template: A good template to start your budget from About.com.
101 Budgeting Tips: A good intro to budgeting from Power Over Life, with spreadsheets.
10 Free Budget Spreadsheets: Good article from Seedtime, with links to 10 great spreadsheets.
A List Of The Best Retirement Calculators: Great summary of the best 24 retirement calculators on the web, maintained by Darrow Kirkpatrick.
The Calculator Site: All of the financial calculators from The Calculator Site. This will keep you busy for days!
Vertex Excel Templates for Anything: An amazing site, with Excel & Google Sheet templates for budgeting, retirement, and practically anything else you can imagine. Have a look, great site.
RealDealRetirement Toolbox: A useful page with many applicable tools for retirement planning.
Portfolio Charts: Amazing way to see the impact of asset allocation on your portfolio returns.
Asset Allocation: A tool to help you visualize future value of investments, based on asset allocation targets.
Interviews of The Retirement Manifesto:
I’ve had the honor of being interviewed by two renowned personal finance podcasts. The link to each interview is below – listen to hear my perspective regarding the role money plays in life, overall life priorities and how to transition to a successful retirement!
MY DAILY RETIREMENT NEWSLETTER:
The Retirement Daily: An automated newsletter providing daily retirement finance news from around the ‘net. Have a look, email sign up is free and available on the site.
Sound Retirement Radio: A weekly radio broadcast from a Certified Retirement Financial Adviser, covering many topics of interest to those planning for retirement. www.soundretirementplanning.com
Radical Personal Finance: A high content podcast with deep financial content from a CFP. Excellent for those wishing to deeping their knowledge. Content is well organized on website, allowing focused self-education in areas of interest. http://radicalpersonalfinance.com/
The Retirement Answer Man: Practical advice to help you plan well & invest wisely from an active CFP who helps folks plan for retirement every day. http://www.rogerwhitney.com/home1
The Dough Roller Money Podcast: A well spoken attorney who addressed a wide breadth of financial planning concepts in easy to understand language. http://www.doughroller.net/
MY FAVORITE PERSONAL FINANCE BLOGS (see Article #60):
HOW TO FIND A FINANCIAL ADVISOR:
FINANCIAL WEB SITES:
www.bankrate.com: A good site to get the best CD rates, also calculators & articles.
www.depositaccounts.com: An online tool to find the highest savings rate you can earn in your State.
www.dol.gov: The most comprehensive 1-pager you’ll ever see on Personal Finance.
www.mint.com: A free internet tool that categorizes your expenses, good for budgeting.
www.personalcapital.com: A great tool to track your portfolio, net worth, asset allocation.
www.ResearchAffiliates.com – Expected 10-year Returns by Asset Class.
www.treasurydirect.gov: The place to buy U.S. Savings bonds and I Bonds.
Financial Glossary: A glossary from Rutgers University on all things financial.