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)
Interviews of The Retirement Manifesto:
I’ve had the honor of being interviewed by several renowned personal finance podcasts. The link to each interview is below. If you’d rather listen to my voice (instead of reading my words), click a link to hear my perspective regarding the role money plays in life, overall life priorities and how to transition to a successful retirement!
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.
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.