Author Topic: Building a Retirement Plan - Any Templates?  (Read 2265 times)


  • Handlebar Stache
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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:

  • 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!



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Re: Building a Retirement Plan - Any Templates?
« Reply #1 on: June 07, 2014, 12:44:50 AM »
I am a former teacher who accumulated a bunch of real estate, retired at 29, spent some time traveling the world full time and am now settled with three kids.
If you want to know more about me, this Business Insider profile tells the story pretty well.
I (rarely) blog at Check out the Now page to see what I'm up to currently.


Wow, a phone plan for fifteen bucks!