
Sign up to save your podcasts
Or


This week on the Retirement Quick Tips Podcast, I'm sharing with you several resources that I use with my own clients when marking important decisions and planning for their retirement.
Today's free resource is my retirement budget worksheet. Did you know that spending in retirement tends to drop by 20-40% compared to your pre-retirement spending, so your expenses may increase in some areas and decrease in others.
But which areas will go down, which spending categories will stay the same, and where might you spend more money in retirement?
That's why I created a retirement budget worksheet to help you track your current expenses and estimate how those expenses will change in retirement.
Staying within a spending target in retirement is one of the most important ways to ensure you don't outlive your retirement savings, and running the numbers to see how much you'll spend, then making sure you have the assets and income to support that spending, is critical before you make the leap into retirement.
To get your free retirement budget worksheet, just go to www.truenorthra.com/budget
By Ashley Micciche4.9
5252 ratings
This week on the Retirement Quick Tips Podcast, I'm sharing with you several resources that I use with my own clients when marking important decisions and planning for their retirement.
Today's free resource is my retirement budget worksheet. Did you know that spending in retirement tends to drop by 20-40% compared to your pre-retirement spending, so your expenses may increase in some areas and decrease in others.
But which areas will go down, which spending categories will stay the same, and where might you spend more money in retirement?
That's why I created a retirement budget worksheet to help you track your current expenses and estimate how those expenses will change in retirement.
Staying within a spending target in retirement is one of the most important ways to ensure you don't outlive your retirement savings, and running the numbers to see how much you'll spend, then making sure you have the assets and income to support that spending, is critical before you make the leap into retirement.
To get your free retirement budget worksheet, just go to www.truenorthra.com/budget

1,949 Listeners

447 Listeners

803 Listeners

1,330 Listeners

535 Listeners

754 Listeners

545 Listeners

694 Listeners

618 Listeners

936 Listeners

825 Listeners

207 Listeners

586 Listeners

429 Listeners

1,067 Listeners