Rule #1 Investing

Retirement Calculator

Determine your future annual cash needs, required annual savings, and total savings goals for a secure retirement.

Your Current Situation

Retirement Goals

In today's dollars

Investment Returns

Rule #1 investors target 15%+

More conservative in retirement

Years to Retirement

30

Future Annual Need

$0

Total Nest Egg Needed

$0

Monthly Savings Needed

$0

Savings Projection

Planning for Financial Freedom

This calculator helps you understand how much you need to save for retirement and the impact of different investment returns. As a Rule #1 investor, you have the potential to earn significantly higher returns than traditional investors—which can dramatically reduce the amount you need to save.

The Rule #1 Advantage

Traditional financial advisors assume 7-8% returns. Rule #1 investors who master the strategy can achieve 15% or more—potentially cutting your required savings in half or retiring years earlier.

Key Assumptions

  • Inflation: Your purchasing power decreases over time. We adjust your income needs for inflation.
  • 4% Rule: Traditional retirement planning suggests withdrawing 4% of your nest egg annually.
  • Compounding: The earlier you start, the more your money works for you through compound growth.

Tips for Faster Financial Freedom

  1. Learn to invest like Warren Buffett to earn higher returns
  2. Start investing as early as possible—time is your greatest asset
  3. Reinvest dividends and gains to maximize compounding
  4. Avoid high fees that eat into your returns
  5. Stay consistent with regular contributions

Accelerate Your Path to Retirement

Learn to earn 15%+ returns and retire sooner with Phil Town's free investing workshop.

Join Free Workshop