Podcast Course Resources Epic Tick Shop
Speaking & Education
Speaking & Education Epic Retirement Institute
Newsletters
About
About us Contact us Resources News
Books
Books - All How to Have an Epic Retirement Prime Time: 27 Lessons for the New Midlife
Sign up

Helpful tools and resources for planning your epic retirement

The Epic Retirement Budgeting Template

We have built a helpful budgeting tool in Microsoft Excel that you can use to build your epic retirement budget. The budgeting tool is designed to offer you a sensible approach to the creation of your pre-retirement budget, your post-retirement budget and your epic retirement and one-off spending budget.

This budgeting template is designed to accompany chapter 7 of the Money section in How to Have an Epic Retirement: Your ultimate guide to living well, loving life and retiring with financial confidence.

Download it now, free

The Epic Retirement Budgeting Template

Our Epic Retirement Budgeting template is built in Excel and designed to help you create both your pre-retirement and retirement budgets.  The template is easy-to-use and leverages the same budgeting line items as those provided in the ASFA Retirement Standard. It is worth more than $129 but we provide it free to readers to help you prepare your budget. 

Download it now, free

Epic Retirement Stories - the downloadable 

We've created this bonus chapter of micked up scenarios and stories using the Epic Retirement Framework, covering everything from downsizing, late-career pivots and part time transitions to managing super, family help and legacy planning.  Download your copy today, free.  It's designed to support readers of How to Have an Epic Retirement. 

Download it now, free

Download it now

Complete the form below to access a copy of our UK Epic Retirement Budget Template.