Playbook
Step 7 of 7 · Stage 3 Retirement

Retirement planning

Am I on track for retirement?

What this step is
Your number
About thirty times what you expect to spend in a year, which is a 3.3% withdrawal rate. Twenty-five times is the classic 4% rule; thirty-five is cautious.
Your pace
What you hold today, plus what you add each month, projected forward. The answer is the age you reach your number, not a yes or a no.
Where you’re at
Your numberNot known yetYour number is about thirty times what you expect to spend in a year. We need that spending figure to work it out.
Your paceNot known yetWe need what you hold today and what you add each month before we can project when you get there.
5 questions
Recommendations
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