Retirement Budget Worksheet [Free Resource!]

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