This tool is more than just a list of assets and liabilities.
Download this worksheet to see what your net worth is, where it is located, and where any holes may be in your financial plan.
*** IMPORTANT ***
The current file heavily filters data. The Filter function was introduced in Excel for Microsoft 365 and Excel 2021. It is not supported in older versions, such as Excel 2019, 2016, or earlier.
If you are working in older versions of Excel, this spreadsheet will not function as shown in the video.
Our Promise:
Shady marketing is a problem in this world, and we don’t want any part of it.
This is a Microsoft Excel file, so we need to send it to you somehow, and that means we need a real email address from you.
We will not spam, pester, or bombard you with junk. By submitting this form, you will only receive an email from us with the worksheet. That’s it.
If you want further assistance, YOU control that when you’re ready.
If you’re okay with this, click the blue button, and enjoy.
A simple eBook that covers the complete retirement picture so you can set yourself up for success.
This shows how much you’ll pay for Medicare Part B based on your income.
What’s really going on with Medicare and how you can make sure it works in your favor.
Retirement Nerds is an educational resource. Medicare has neither reviewed nor endorsed this information. It is not connected with or endorsed by the United States government or the federal Medicare program. Reaching out to us will connect you to a licensed broker who is trained and certified to help you review the plan options available in your area. Currently we represent between zero (0) and nine (9) organizations which offer between zero (0) and fifty-two (52) products in your area. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program for help with plan choices.
