Author Topic: Building a Retirement Plan - Any Templates?  (Read 1270 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 »
We are two former teachers who accumulated a bunch of real estate, retired at 29, and now travel the world full time with two kids.
If you want to know more about me, or how we did that, or see lots of pictures, this Business Insider profile tells our story pretty well.
We (rarely) blog at Check out our Now page to see what we're up to currently.