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Thank you for watching our video on how to create a retirement budget. A pdf document that helps you calculate your retirement income need, surplus or shortfall,. Download a free template to estimate your retirement income and expenses,. Since retirement planning is all about cash flow planning, you can use the budget worksheet to give you a good gauge of whether your retirement plan is on track.
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As promised, you can download the free template here. The retirement budget worksheet gives you a clear idea of your income and your spending during retirement. One of the most important steps in organising your financial affairs is to work out a budget for. This spreadsheet is for educational purposes only and is subject to errors, both numerically and in text.









