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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: Threshkin on June 05, 2014, 11:30:48 AM

Title: Building a Retirement Plan - Any Templates?
Post by: Threshkin 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!!

Title: Re: Building a Retirement Plan - Any Templates?
Post by: arebelspy on June 07, 2014, 12:44:50 AM

You should check out some of Zelinski's books (from your local library), IMO:
http://www.amazon.com/How-Retire-Happy-Wild-Free/dp/096941949X
http://www.amazon.com/Joy-Not-Working-Unemployed-Overworked-/dp/1580085520/