We provide you with the best personal finance resources from around the world – even if they’re not our own! All templates and spreadsheets are ones that I currently use (such as the Net Worth Spreadsheet) or have used in the past (such as the Rent vs. Buy Spreadsheet). Spreadsheets can be downloaded from the description sections within the YouTube videos, below.
Net Worth Tracker
After watching this video, you will be able to create, edit and track your own net worth, balance sheet and cash flow statement. No other net worth tracker can track as well as this one. Why? Because this tracker is Excel-based. You can always modify to your liking, and no app will ever be as customizable.
Rent vs. Buy Calculator
After watching this video, you will be able to determine whether it makes more sense to rent or to buy. This calculator take into account a lot of inputs that many other calculators do not take into account such as capital gains tax exemptions and renting out your home.
Retirement Planning Spreadsheet
Why do I like this retirement planning spreadsheet? This spreadsheet takes a different approach compared to most other retirement trackers. This retirement planner calculates a safe withdrawal rate for you by asking you how mich money you want left over at the time of your death. It also gives a much more robust and comprehensive breakdown of your finances and statistical chances of you running out of money. The best part? It’s easy to use and input your values by simply watching the video.