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Finance Strategy: Calculate How Much You Need to Retire

A guide on how to approach your financial retirement or financial independence
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1,013 students
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Platform: Udemy
Video: 57m
Language: English
Next start: On Demand

Table of contents


Do you want to know how much money you need to save for retirement? Do you want to learn a personalized financial retirement model to simulate your own circumstances? This course will help you to understand the variables to consider to plan for retirement or financial independence. The course will answer the question on how much money you need to retire and will provide you with two different spreadsheets to simulate your own models.

Key sections of the course are:
– Introduction to retirement planning
– Understanding how much money one needs to retire (Includes a view of the Trinity Study)
– Understanding the income sources at retirement
– Produce savings plans to chieve your goals
– The retirement calculator (you can build your own models)
– Consider different lifestyle options to achieve your retirements foals.

Why retirement planning is important?
Retirement can be a time of considerable change; you’ll no longer be working, you’ll have far more free time, and you’re likely to see some decline in your health. Effective retirement planning like having a pension in place can help you not just survive, but thrive during this later period of your life.
The earlier you begin the more options you’ll have, so that you can make the most of the freedom which retirement can offer.

You will learn

✓ Plan effectively your retirement or financial independence
✓ Learn what it takes to retire after only 7 years of work
✓ Use our financial models to plan for retirement


• (Optional) Microsoft Excel or equivalent to run the simulation spreadsheet

This course is for

• People interested in planning for financial independence or retirement
Transforming the Financial Life of Individuals
Our network of experts have extensive experience in the fields of Personal Finance / Investment Banking and Change Management / Transformation. We have work for years in the Investment Banking industry and Transformation, delivering change to the life of individuals and organizations through the delivery of training and coaching.
We share a passion for optimization and changing people life for the better.
Browse all courses by on Coursemarks.
Platform: Udemy
Video: 57m
Language: English
Next start: On Demand

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