Free resources to speed up your retirement

To help you on your journey to financial freedom I’m sharing some of the tools and spreadsheets that I have created and use. These free resources will help you to:

  • plan your financial progress to early retirement
  • plan your approach to living off your investments once you have retired
  • motivate yourself to keep on the path you have set
  • keep on target for the goals you have set

Personal Finance Statement Template

Personal Finance Statement progress tracker
Click to expand

This spreadsheet is basically a net worth tracker. At its most basic it will help you to see how your net worth is growing each month. But you can also add in a target for your retirement savings and see how well you are progressing against your target.

If you are serious about retiring early then you will find this spreadsheet invaluable in helping making sure you keep on track.

Small Savings – Big Impact

small savings big impactThis simple spreadsheet called ‘Small savings – Big Impact’ will help you to see the big impact that making small savings on a regular basis can have. Simply tap in how much you can cut out each day, week or month and let the spreadsheet do the rest. With compound growth and your statutory retirement date (UK only) built in you can see the long term impact of your choices.

You can also read the article ‘Turn small savings into a big pension pot’. This will provide further information on the power that making small changes to your spending patterns can have on your future investments.

Coming soon… the UK tax analysis tool

Review your tax set up.

Coming soon… the countdown tracker

Countdown the time left until your planned date of early retirement.

Coming soon… the easy retirement planner

I’m in the middle of creating a powerful retirement planning spreadsheet that helps you to work out what you will really need to save in order to retire early. This brings much more flexibility to the online planners you can find to find a retirement plan that works for you.


Any information provided is not personal advice. You are responsible for your investment decisions and all tools provided are for illustrative purposes only. If you’re not sure whether an investment is right for you, contact a financial adviser. All investments can fall as well as rise in value, so you could get back less than you put in. Please remember, past performance is not a guide to future returns and that income is variable, not guaranteed.

HTML Snippets Powered By :