← All book templates Book template · 03 Retirement Planning This template estimates the amount of savings you need to fund your retirement.
⬇ Download the template (Excel)
The variables you input
Your current age
Age at retirement
Life expectancy
Current savings
Risk appetite — set by selecting your Gear of investing
Annual savings
Growth in annual savings
Inflation rate
Monthly expenses post-retirement
Monthly income post-retirement
Risk appetite post-retirement — set by selecting the right Gear of investing after retirement
Based on these inputs, the template evaluates whether you have enough savings to last through your expected lifetime.
⬇ Download the template (Excel) Mr. Sandeep Tyagi Founder & CEO, Estee Advisors
Sandeep has 30+ years of experience in portfolio management, analytics and consulting. He holds a B.Tech from IIT Delhi and an MBA from Columbia Business School.
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