Finance Planner for Retirement

$5

Do you have enough to retire by 65?


With this Google Sheet, you can understand your 65-year financial health at a glance.


My friends have used this Sheet to answer questions like …

  • Can I afford the next vacation?
  • If I pay $2k/month for rent, how will that affect my retirement savings?
  • How much do I need to put in my 401k in order to retire by 50?


It takes less than 5 minutes to quickly set up the Sheet to get deep analysis into your future financial health. You can even plan out future goals like buying a car or a house.


To use:

  1. Purchase through Gumroad.
  2. You’ll receive a Google Sheet template link, along with a user guide.
  3. Duplicate the Google Sheet template.
  4. Enter in your current spending habits & retirement year.
  5. View your financial health!


Some terms:

*This planner is created as a guide. While all calculations of the un-modified planner have been quality-checked to be accurate, you are responsible for your own finances and it is highly recommended to check your own calculations when using this planner.
*I’m open to reasonable feedback & issues! Please contact me if so as you use the planner.
*Note that returns are not possible with Google Sheets. Once you have the link / duplicate them they are yours. If you have concerns, please email before downloading. Any additional sales taxes for your country are added by Gumroad at checkout.

*Missing Template Links / Gumroad Receipt Emails: If you don’t receive an email it is often because either A. it is in your Junk mail (sent from a no-reply Gumroad email address) or B. there is a typo in the email address submitted. Feel free to email if those are not the case!

I want this!
$5

Finance Planner for Retirement

I want this!