How to calculate exactly how much life insurance you need. Plus, how to calculate whether regular term life vs. return of premium insurance is more cost-effective.
With a few months of married life now behind me, I wanted to do a lookback post on what I’ve learned about managing my income and expenses. Coordinating my finances with a partner has been a new experience and taught me some useful lessons.
In this post, I’ll deep-dive into my income and expenses over the last several years. I’ll share key insights I learned and also give you the exact tools I created to do this analysis. Finally, I’ll offer actionable advice to help you grow and diversify your income so you can build wealth more quickly.
WAIT!
Don't go empty handed...
Get the spreadsheet template I created to track my income, expenses, and net wealth
Get my spreadsheet to help you take a year off, earn 6 figures, and pay zero taxes
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Get the exact spreadsheet template I created to analyze my income, expenses, and net wealth
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High-five! Check your email for the spreadsheet. (If you don't see it, check your spam box and mark "not spam.")
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Get the exact spreadsheet I created to help you analyze the monthly cost of owning vs. renting your home
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Download this post as a PDF for quick reference later
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High-five! Please check your email for the PDF version of "How to avoid capital gains taxes when selling your house." (If you don't see an email from me, please check your spam box and mark it "not spam.")
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Get our Retirement Savings Calculator spreadsheet to see how much you need to retire. Useful insights in less than 2 minutes.
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Download this post as a PDF for quick reference later
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High-five! Please check your email for the PDF version of "Solo 401k: why it beats a SEP, SIMPLE, IRA, and Roth IRA." (If you don't see an email from me, please check your spam box and mark it "not spam.")
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Download this post as a PDF for quick reference later
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High-five! Please check your email for the PDF version of "Health savings account rules and strategies." (If you don't see an email from me, please check your spam box and mark it "not spam.")
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Shall I Reserve Your Seat?
My brand new, live training is gonna be action-packed, and I’ll show you step-by-step how I created a rigorous tracking system to grow my savings like a weed.
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Get my real estate valuation spreadsheet to quickly compare properties side by side
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Looking to sell your house? I'd like to buy it! (house, duplex, triplex, multi-family, or apartment building)
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Get our Retirement Withdrawal Calculator to see how long your savings will last in retirement.
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High-five! Please check your email for my Retirement Withdrawal Calculator to help you analyze how long your savings will last in retirement. (If you don't see an email from me, please check your spam box and mark it "not spam.")
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Get the Retirement Calculator...with circular formulas!
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Download this post as a PDF for quick reference later
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High-five! Check your email for the PDF version of "2018 federal income tax brackets and retirement contribution limits." (If you don't see an email from me, check your spam box and mark "not spam.")
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Get our spreadsheet template to calculate exactly how much life insurance you need
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Nice! Check your email for a link to our Life Insurance Calculator Spreadsheet. (If you don't see an email from me, please check your spam box and mark it "not spam.")
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Get our scheduling tracker spreadsheet template to help you stay on top of your home remodeling project
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Nice! Check your email for a link to our scheduling tracker spreadsheet to help you stay on top of your home remodeling project. (If you don't see an email from me, please check your spam box and mark it "not spam.")
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Get our spreadsheet template to help you plan your remodeling project
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Nice! Check your email for a link to our scheduling tracker spreadsheet to help you stay on top of your home remodeling project. (If you don't see an email from me, please check your spam box and mark it "not spam.")
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Watch my Free Video Tutorial: How to Analyze a Rental Property (What to Look For)
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Get our list of questions to ask your significant other before getting married...
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Get my list of questions to help you clarify your pathway to FIRE
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Get my 16-point estate planning checklist + questions to ask potential estate planning lawyers before hiring one
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Get My Top 5 FREE Tools For Building Wealth And Minimizing Taxes
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Get my 401k cheat sheet for quick and handy reference
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Get my 4x4 FIRE framework as a 1-page cheat sheet
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Get our Google spreadsheet to see how much you’ll personally save with a tax-deferred upfront strategy
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High-five! Check your email for the spreadsheet to quickly see (60 seconds) how much you’ll save with a tax-deferred upfront strategy. (If you don't see an email from me, please check your spam box and mark it "not spam.")
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Download this post for quick reference later
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High-five! Check your email for a link to download the post "2019 federal income tax brackets and retirement contribution limits." (If you don't see the email, check your spam box and mark "not spam.")
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Get our step-by-step screenshots on how to do tax loss/gain harvesting
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Download my sample trust agreement template
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Download this post for quick reference later
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High-five! Check your email for a link to download my post on the Trump tax bill and how it affects wealth hackers and early retirees. (If you don't see the email, check your spam box and mark "not spam.")
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Download my sample will template
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Grab our free step-by-step guide and tools to estimate how much Social Security you’ll get (plus when you’ll reach the 2nd bend point)
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