Much of your retirement planning will revolve around your retirement budget.  It will help determine things like:

  • How much you need to save
  • When you can afford to retire
  • What types of things you can afford to do
  • What your income sources will be during retirement
  • How sustainable your distribution strategy is

With that in mind, I’ve put together a Retirement Budget Worksheet for you (see link below or visit  Use it to begin mapping out your income and expenses during retirement.  Feel free to forward it on to friends or family as well.

Retirement Budget Worksheet (PDF)

Thanks for reading.  Have a great weekend!


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