Author Topic: Building a Retirement Plan - Any Templates?  (Read 1556 times)

Threshkin

  • Handlebar Stache
  • *****
  • Posts: 1072
  • Location: Colorado
    • My Journal
Building a Retirement Plan - Any Templates?
« on: June 05, 2014, 11:30:48 AM »
    I am ready financially and emotionally for ER but am having trouble convincing my wife.  She has asked me to prepare a post-retirement plan.  Does anyone have a template or plan I could crib from?

    Here is the table of contents I have so far:

Financial
  • Assets
  • Liabilities
  • Income
  • Expenses
  • Contingency Planning

Life Schedule
  • Concepts
  • Daily
  • Weekly
  • Monthly
  • Enrichment
  • Long-Term Changes (Year 5, 10, 15, etc.)

Any feedback, suggestions or links will be greatly appreciated!

Thanks!!

arebelspy

  • Administrator
  • Senior Mustachian
  • *****
  • Posts: 28260
  • Age: -999
  • Location: Seattle, WA
Re: Building a Retirement Plan - Any Templates?
« Reply #1 on: June 07, 2014, 12:44:50 AM »
We are two former teachers who accumulated a bunch of real estate, retired at 29, spent some time traveling the world full time and are now settled with three kids.
If you want to know more about us, or how we did that, or see lots of pictures, this Business Insider profile tells our story pretty well.
We (rarely) blog at AdventuringAlong.com. Check out our Now page to see what we're up to currently.