RETIREMENT PLANNER: EARLY ACCESS & DOWNLOADS [Silver Members]
Hello friends, great to have you here as a Silver Member. This week's training is on Retirement Planner.
In this training, we will create the most incredible retirement planner in Excel you have ever seen, and we will be doing it from scratch, during the video. This amazing template includes unlimited individuals, unlimited Expenses, Income & Accounts as well as a full dashboard.
▶️ Feel free to watch the full training video right here on YouTube when it goes live.
As a Silver Member, you can also participate in our Feature, Fix or Focus Program, in which each week I will add a feature, fix an issue, or focus on a specific part of the current week’s training. This Feature, Fix, or Focus will be entirely based on your requests and ideas in the comments below. Based on those suggestions, I will then create another short video, along with an updated workbook and make them available exclusively to you, right here on Patreon. I look forward to reading your comments below.
👉Make sure you download the workbook, PDF codebook, and the training resources in the files below.
I would love to hear your feedback, ideas, and suggestions on any upcoming videos as well, so make sure to comment below as I read every comment.
I look forward to hearing from you and I hope you enjoy the training. Thank you.
Comments (2)
I love it; I have reimagined my tool with some of your new techniques. Suggestion. Since stocks and 401k mutual funds are vital components of a Retirement Plan, It would be nice to add/include stock appreciation year-over-year. For example, [add starting date of shares, number of shares, current starting value]; at the end of the year [capture the date 12/31, number of shares (may have more shares due to dividend purchases), and current value through the date]. This way, one can see the complete picture of retirement planning if multiple stock/mutual fund entries are added during the year (only the last entry is calculated for the year-over-year evaluation). Also, include amortization to see the target payoff date and interest payments as they affect the retirement planning.
Thanks so much for the nice suggestions. I may add this into a new stock portfolio application because it would be really great to see that into a complete template. This is a great idea and I will see what i can do. Thanks so much